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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
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$5.3M -$20.4M -602,822 -80%
BlackRock
102
BlackRock
New York
$5.19M +$463K +13,650 +10%
GAAM
103
Guinness Atkinson Asset Management
California
$5.02M +$272K +8,020 +6%
BCM
104
BlueMar Capital Management
Florida
$4.86M -$2.24M -66,156 -33%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$4.83M +$127K +3,754 +3%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$4.47M -$240K -7,072 -5%
NFA
107
Nationwide Fund Advisors
Ohio
$4.47M -$235K -6,920 -5%
SCM
108
Snyder Capital Management
California
$4.37M -$468K -13,800 -10%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$4.35M +$3.43M +101,273 +501%
RCM
110
Riverpark Capital Management
New York
$4.28M +$594K +17,504 +17%
Canada Life
111
Canada Life
Manitoba, Canada
$4.13M +$132K +3,885 +3%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$4.06M -$564K -16,632 -13%
BIM
113
BlackRock Investment Management
Delaware
$4.03M -$213K -6,288 -5%
National Pension Service
114
National Pension Service
South Korea
$4.02M +$3.81M +112,438 New
GF
115
Gabelli Funds
New York
$3.94M
UBS Group
116
UBS Group
Switzerland
$3.91M +$3.7M +109,178 New
BACM
117
Blue Arrow Capital Management
New York
$3.86M -$891K -26,279 -20%
PAMU
118
Pictet Asset Management (UK)
United Kingdom
$3.82M -$166K -4,900 -4%
Aviva
119
Aviva
United Kingdom
$3.71M -$4.41M -130,075 -56%
SCM
120
Sterling Capital Management
North Carolina
$3.71M +$3.13M +92,252 +805%
RFC
121
Russell Frank Company
Washington
$3.58M +$1.3M +38,303 +62%
FNBOMD
122
First National Bank of Mount Dora
Florida
$3.28M +$22.7K +670 +0.7%
FAF
123
Fjarde Ap-fonden
Sweden
$3.01M -$166K -4,890 -5%
PI
124
PineBridge Investments
New York
$2.98M +$2.83M +83,300 New
AP
125
AHL Partners
United Kingdom
$2.92M -$901K -26,552 -25%

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.