TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
319 hedge funds and large institutions have $20.7B invested in TD Ameritrade Holding Corp in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 31 closing their positions.
126% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 31
79% more call options, than puts
Call options by funds: $195M | Put options by funds: $109M
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
25% more capital invested
Capital invested by funds: $16.5B → $20.7B (+$4.17B)
12% more funds holding
Funds holding: 286 → 319 (+33)
18% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 117
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$152M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$133M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$122M |
| 4 |
SC
Samlyn Capital
New York
|
+$105M |
| 5 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$47.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$147M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$142M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$49.7M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$46.5M |
| 5 |
PCM
Palestra Capital Management
New York
|
-$42.3M |
AMTD Hedge Fund Activity: Q4 2016 in Review
319 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2016, worth a combined $20.7B — up 25% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new AMTD positions and 31 closed out — a net gain of 39 holders — while 96 added to existing stakes and 117 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $152M. The largest seller was Harris Associates, cutting an estimated $147M.
- 319 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2016, up from 286 in Q3 2016.
- Funds reported $20.7B of TD Ameritrade Holding Corp stock for Q4 2016, up 25% quarter-over-quarter.
- 70 funds opened new TD Ameritrade Holding Corp positions in Q4 2016 and 31 closed out, a net change of +39 holders.
- The largest TD Ameritrade Holding Corp buyer in Q4 2016 was Janus Henderson Investors US, an estimated $152M added.
- The largest TD Ameritrade Holding Corp seller in Q4 2016 was Harris Associates, an estimated $147M sold.
Based on aggregated 13F filings for Q4 2016.