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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
SFG
151
SNS Financial Group
Minnesota
$1.49M -$145K -4,275 -9%
GC
152
Guggenheim Capital
Illinois
$1.46M +$301K +8,873 +28%
SEI Investments
153
SEI Investments
Pennsylvania
$1.45M +$1.37M +40,332 New
PA
154
Profund Advisors
Maryland
$1.44M -$290K -8,557 -18%
Capital Fund Management (CFM)
155
Capital Fund Management (CFM)
France
$1.34M -$501K -14,782 -28%
SAM
156
Shell Asset Management
Netherlands
$1.34M +$66.4K +1,958 +6%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$1.33M +$347K +10,223 +38%
US Bancorp
158
US Bancorp
Minnesota
$1.32M -$15.4K -453 -1%
BA
159
BlackRock Advisors
Delaware
$1.28M
AG
160
Aperio Group
California
$1.28M +$44.4K +1,310 +4%
GCP
161
GSA Capital Partners
United Kingdom
$1.25M +$743K +21,899 +169%
Barclays
162
Barclays
United Kingdom
$1.2M -$294K -8,656 -20%
CBOA
163
Commonwealth Bank of Australia
Australia
$1.16M -$364K -10,719 -25%
LS
164
Livforsakringsbolaget Skandia
Sweden
$1.14M
Nomura Asset Management
165
Nomura Asset Management
Japan
$1.13M -$13.6K -400 -1%
FCI
166
Financial Counselors Inc
Kansas
$1.13M +$749K +22,076 +234%
SKK
167
Shepherd Kaplan Krochuk
Massachusetts
$1.11M -$35.4K -1,045 -3%
GL
168
GLG LLC
New York
$1.04M -$1.07M -31,579 -52%
Asset Management One
169
Asset Management One
Japan
$1.03M
B
170
Barings
North Carolina
$1.02M
SAM
171
Symphony Asset Management
California
$1.02M +$200K +5,894 +26%
ZIG
172
Zuckerman Investment Group
Illinois
$988K
CCIA
173
Campbell & Co Investment Adviser
Maryland
$971K +$921K +27,148 New
PAM
174
Panagora Asset Management
Massachusetts
$965K -$11.3K -333 -1%
Alyeska Investment Group
175
Alyeska Investment Group
Illinois
$947K +$898K +26,465 New

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.