TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
379 hedge funds and large institutions have $31B invested in TD Ameritrade Holding Corp in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 141 increasing their positions, 94 reducing their positions, and 61 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 94
28% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 61
16% more capital invested
Capital invested by funds: $26.7B → $31B (+$4.31B)
13% more call options, than puts
Call options by funds: $185M | Put options by funds: $163M
4% more funds holding
Funds holding: 366 → 379 (+13)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$344M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$231M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$184M |
| 4 |
BlackRock
New York
|
+$103M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$92.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$451M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$213M |
| 3 |
Millennium Management
New York
|
-$151M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$125M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$96.2M |
AMTD Hedge Fund Activity: Q1 2018 in Review
379 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q1 2018, worth a combined $31B — up 16% from $26.7B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new AMTD positions and 61 closed out — a net gain of 17 holders — while 141 added to existing stakes and 94 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $344M. The largest seller was Goldman Sachs, cutting an estimated $451M.
- 379 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q1 2018, up from 366 in Q4 2017.
- Funds reported $31B of TD Ameritrade Holding Corp stock for Q1 2018, up 16% quarter-over-quarter.
- 78 funds opened new TD Ameritrade Holding Corp positions in Q1 2018 and 61 closed out, a net change of +17 holders.
- The largest TD Ameritrade Holding Corp buyer in Q1 2018 was Wellington Management Group, an estimated $344M added.
- The largest TD Ameritrade Holding Corp seller in Q1 2018 was Goldman Sachs, an estimated $451M sold.
Based on aggregated 13F filings for Q1 2018.