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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

AMTD was delisted on the 5th of October, 2020.

287 hedge funds and large institutions have $9.67B invested in TD Ameritrade Holding Corp in 2014 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 22

93% more call options, than puts

Call options by funds: $411M | Put options by funds: $213M

10% more funds holding

Funds holding: 260287 (+27)

9% more capital invested

Capital invested by funds: $8.88B → $9.67B (+$791M)

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
287
Holders Change
+27
Holders Change %
+10.38%
% of All Funds
7.66%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
51
Increased
97
Reduced
93
Closed
22
Calls
$411M
Puts
$213M
Net Calls
+$198M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
76
Bank of America
North Carolina
$9.61M +$459K +13,547 +5%
PCA
77
Personal Capital Advisors
California
$8.72M +$1.41M +41,583 +21%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$8.51M -$10.4M -308,003 -56%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$8.43M +$132K +3,883 +2%
RJA
80
Raymond James & Associates
Florida
$8.38M +$933K +27,519 +13%
SCM
81
Stevens Capital Management
Pennsylvania
$8.37M +$7.93M +233,936 New
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$8.24M -$52.7K -1,555 -0.7%
DekaBank Deutsche Girozentrale
83
DekaBank Deutsche Girozentrale
Germany
$7.98M +$150K +4,429 +2%
Invesco
84
Invesco
Georgia
$7.87M +$4.36M +128,642 +141%
ACM
85
Atlanta Capital Management
Georgia
$7.76M -$70.5K -2,080 -0.9%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$7.5M +$406K +11,970 +6%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$7.46M +$7.07M +208,601 New
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$7.16M +$6.78M +200,000 New
TI
89
Turner Investments
Pennsylvania
$6.79M +$6.44M +189,893 New
Macquarie Group
90
Macquarie Group
Australia
$6.76M -$133K -3,920 -2%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$6.57M +$684K +20,158 +12%
WHI
92
William Harris Investors
Illinois
$6.46M -$829K -24,455 -12%
ACMM
93
Arbor Capital Management (Minnesota)
Minnesota
$6.27M +$848 +25 +0%
EGM
94
Espalier Global Management
New York
$6.24M -$11M -325,500 -65%
JHIU
95
Janus Henderson Investors US
Colorado
$6.09M -$9.27M -273,366 -62%
O
96
OppenheimerFunds
New York
$6.02M +$5.71M +168,370 New
PPA
97
Parametric Portfolio Associates
Washington
$5.75M -$464K -13,689 -8%
AAMU
98
Amundi Asset Management US
Massachusetts
$5.46M
FAM
99
Fred Alger Management
New York
$5.41M +$5.13M +151,309 New
RA
100
RiverPark Advisors
New York
$5.3M +$297K +8,766 +6%

AMTD Hedge Fund Activity: Q4 2014 in Review

287 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2014, worth a combined $9.67B — up 8.9% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AMTD positions and 22 closed out — a net gain of 29 holders — while 97 added to existing stakes and 93 trimmed.

The largest buyer was Artisan Partners, adding an estimated $273M. The largest seller was T. Rowe Price Associates, cutting an estimated $182M.

  • 287 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2014, up from 260 in Q3 2014.
  • Funds reported $9.67B of TD Ameritrade Holding Corp stock for Q4 2014, up 8.9% quarter-over-quarter.
  • 51 funds opened new TD Ameritrade Holding Corp positions in Q4 2014 and 22 closed out, a net change of +29 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2014 was Artisan Partners, an estimated $273M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2014 was T. Rowe Price Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2014.