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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

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267 hedge funds and large institutions have $9.82B invested in TD Ameritrade Holding Corp in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $32.7M

12% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 93

1% more capital invested

Capital invested by funds: $9.67B → $9.82B (+$145M)

7% less funds holding

Funds holding: 287 → 267 (-20)

44% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 39

Holders
267
Holders Change
-20
Holders Change %
-6.97%
% of All Funds
7.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
104
Reduced
93
Closed
39
Calls
$74.1M
Puts
$32.7M
Net Calls
+$41.4M
Net Calls Change
-$157M

Top Buyers

Rank Fund Capital Flow
1
JHIU
Janus Henderson Investors US
Colorado
+$134M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$108M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.2M
4
GA
Geneva Advisors
Illinois
+$27.7M
5
Select Equity Group
Select Equity Group
New York
+$26.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$426M
2
Millennium Management
Millennium Management
New York
-$63.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$55.3M
4
Renaissance Technologies
Renaissance Technologies
New York
-$37.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$9.41M +$607K +17,059 +7%
ACI
77
AMP Capital Investors
Australia
$8.88M -$1.46M -41,016 -15%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$8.79M +$201K +5,660 +2%
ACM
79
Atlanta Capital Management
Georgia
$8.58M +$477K +13,424 +6%
DekaBank Deutsche Girozentrale
80
DekaBank Deutsche Girozentrale
Germany
$8.02M -$236K -6,637 -3%
CC
81
Curian Capital
Colorado
$7.87M +$7.51M +211,178 New
AllianceBernstein
82
AllianceBernstein
Tennessee
$7.69M -$2.29M -64,441 -24%
Millennium Management
83
Millennium Management
New York
$7.65M -$63.5M -1,784,612 -90%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$7.61M -$199K -5,590 -3%
Deutsche Bank
85
Deutsche Bank
Germany
$7.51M -$10.7M -299,813 -60%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$7.3M +$443K +12,471 +7%
Macquarie Group
87
Macquarie Group
Australia
$7.29M +$233K +6,540 +3%
NFA
88
Nationwide Fund Advisors
Ohio
$6.93M +$2.17M +60,941 +49%
GAAM
89
Guinness Atkinson Asset Management
California
$6.9M +$1.59M +44,710 +32%
ACMM
90
Arbor Capital Management (Minnesota)
Minnesota
$6.55M +$15.3K +429 +0.2%
EGM
91
Espalier Global Management
New York
$6.52M +$17.8K +500 +0.3%
TI
92
Turner Investments
Pennsylvania
$6.27M -$766K -21,538 -11%
BCM
93
BlueMar Capital Management
Florida
$6.23M +$1.11M +31,356 +23%
PPA
94
Parametric Portfolio Associates
Washington
$6.21M +$205K +5,770 +4%
BlackRock
95
BlackRock
New York
$5.96M +$528K +14,852 +10%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$5.91M +$839K +23,593 +17%
AAMU
97
Amundi Asset Management US
Massachusetts
$5.84M +$148K +4,162 +3%
RA
98
RiverPark Advisors
New York
$5.69M +$161K +4,525 +3%
BCIM
99
British Columbia Investment Management
British Columbia, Canada
$5.08M +$816K +22,942 +20%
National Pension Service
100
National Pension Service
South Korea
$4.91M +$690K +19,402 +17%
2 3
4
5 6

AMTD Hedge Fund Activity: Q1 2015 in Review

267 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q1 2015, worth a combined $9.82B — up 1.5% from $9.67B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AMTD and 22 opened new positions — a net loss of 17 holders — while 93 trimmed existing stakes and 104 added.

The largest buyer was Janus Henderson Investors US, adding an estimated $134M. The largest seller was T. Rowe Price Associates, cutting an estimated $426M.

  • 267 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q1 2015, down from 287 in Q4 2014.
  • Funds reported $9.82B of TD Ameritrade Holding Corp stock for Q1 2015, up 1.5% quarter-over-quarter.
  • 22 funds opened new TD Ameritrade Holding Corp positions in Q1 2015 and 39 closed out, a net change of -17 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q1 2015 was Janus Henderson Investors US, an estimated $134M added.
  • The largest TD Ameritrade Holding Corp seller in Q1 2015 was T. Rowe Price Associates, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2015.