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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

387 hedge funds and large institutions have $28.5B invested in TD Ameritrade Holding Corp in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 118 increasing their positions, 143 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 379387 (+8)

8% less capital invested

Capital invested by funds: $31B → $28.5B (-$2.55B)

17% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 143

39% less call options, than puts

Call options by funds: $66.1M | Put options by funds: $108M

Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
8.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
65
Increased
118
Reduced
143
Closed
55
Calls
$66.1M
Puts
$108M
Net Calls
-$42.1M
Net Calls Change
-$63.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
126
Fjarde Ap-fonden
Sweden
$5.25M -$99.8K -1,675 -2%
GIBU
127
Gulf International Bank (UK)
United Kingdom
$4.93M
VCM
128
Vision Capital Management
Oregon
$4.77M +$16.7K +280 +0.3%
Nomura Asset Management
129
Nomura Asset Management
Japan
$4.21M -$467K -7,840 -9%
RA
130
RiverPark Advisors
New York
$4.16M -$80.4K -1,349 -2%
AAF
131
Andra AP-fonden
Sweden
$4.16M -$512K -8,600 -10%
XK
132
Xact Kapitalforvaltning
Sweden
$4.14M -$131K -2,200 -3%
ZIG
133
Zurich Insurance Group
Switzerland
$4.14M -$355K -5,952 -7%
WMSA
134
Weiss Multi-Strategy Advisers
New York
$4.11M +$4.47M +75,000 New
Rafferty Asset Management
135
Rafferty Asset Management
New York
$4.05M -$97K -1,628 -2%
TPCM
136
Three Peaks Capital Management
Colorado
$4.01M -$121K -2,027 -3%
IAM
137
Integre Asset Management
New York
$4.01M -$14.3K -240 -0.3%
FM
138
Family Management
New York
$3.98M +$4.33M +72,638 New
SFM
139
Soros Fund Management
New York
$3.97M +$4.32M +72,522 New
SAM
140
Shell Asset Management
Netherlands
$3.97M -$118K -1,983 -3%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$3.95M +$2.94M +49,423 +218%
Fidelity International
142
Fidelity International
Bermuda
$3.94M +$4.28M +71,900 New
NC
143
Northpointe Capital
Michigan
$3.71M +$79.2K +1,329 +2%
Brown Advisory
144
Brown Advisory
Maryland
$3.49M +$3.8M +63,723 New
RA
145
Royce & Associates
New York
$3.45M
MPA
146
Marvin & Palmer Associates
Delaware
$3.34M +$3.64M +61,035 New
MIFH
147
Migdal Insurance & Financial Holdings
Israel
$3.31M +$1.02M +17,142 +40%
CSS
148
Cubist Systematic Strategies
Connecticut
$3.19M +$3.22M +54,107 +1,297%
Connor, Clark & Lunn Investment Management (CC&L)
149
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.09M +$3.36M +56,350 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$3M +$293K +4,919 +10%

AMTD Hedge Fund Activity: Q2 2018 in Review

387 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2018, worth a combined $28.5B — down 8.2% from $31B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMTD positions and 55 closed out — a net gain of 10 holders — while 118 added to existing stakes and 143 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $298M. The largest seller was BlackRock, cutting an estimated $120M.

  • 387 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2018, up from 379 in Q1 2018.
  • Funds reported $28.5B of TD Ameritrade Holding Corp stock for Q2 2018, down 8.2% quarter-over-quarter.
  • 65 funds opened new TD Ameritrade Holding Corp positions in Q2 2018 and 55 closed out, a net change of +10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2018 was Citadel Advisors, an estimated $298M added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2018 was BlackRock, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2018.