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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

256 hedge funds and large institutions have $7.35B invested in TD Ameritrade Holding Corp in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $403M | Put options by funds: $233M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $6.13B → $7.35B (+$1.22B)

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

2% more funds holding

Funds holding: 250256 (+6)

8% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 87

Holders
256
Holders Change
+6
Holders Change %
+2.4%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
42
Increased
80
Reduced
87
Closed
36
Calls
$403M
Puts
$233M
Net Calls
+$170M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$519K
Connor, Clark & Lunn Investment Management (CC&L)
177
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$519K +$72.6K +2,550 +19%
ZIM
178
Zacks Investment Management
Illinois
$512K +$73.9K +2,594 +18%
GA
179
Greenhaven Associates
New York
$500K
MIU
180
Man Investments (UK)
United Kingdom
$463K +$430K +15,113 New
FQ
181
First Quadrant
California
$457K
William Blair & Company
182
William Blair & Company
Illinois
$451K +$420K +14,750 New
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$439K +$407K +14,300 +34,048%
NA
184
Navellier & Associates
Nevada
$434K +$4.24K +149 +1%
HIMCH
185
Hartford Investment Management Co (HIMCO)
Connecticut
$433K -$44.7K -1,570 -10%
OIA
186
Optimum Investment Advisors
Illinois
$433K
RAM
187
RWC Asset Management
United Kingdom
$425K +$395K +13,874 New
CAM
188
Capstone Asset Management
Texas
$420K -$476K -16,723 -55%
HMS
189
Hanseatic Management Services
New Mexico
$416K
FIM
190
Fruth Investment Management
Texas
$412K
Jane Street
191
Jane Street
New York
$408K -$830K -29,153 -69%
Arrowstreet Capital
192
Arrowstreet Capital
Massachusetts
$406K +$377K +13,235 New
IRS
193
Invictus RG (Singapore)
Singapore
$394K +$366K +12,865 New
RFS
194
Rockefeller Financial Services
New York
$378K
FMT
195
First Mercantile Trust
Tennessee
$377K
DTL
196
Dynamic Technology Lab
Singapore
$376K +$350K +12,278 New
WAM
197
World Asset Management
Michigan
$360K -$171K -6,020 -34%
SCM
198
Stux Capital Management
New York
$352K +$327K +11,500 New
OI
199
Oakbrook Investments
Illinois
$337K -$48.4K -1,700 -13%
QIM
200
Quantitative Investment Management
Virginia
$337K +$313K +11,000 New

AMTD Hedge Fund Activity: Q4 2013 in Review

256 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2013, worth a combined $7.35B — up 20% from $6.13B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AMTD positions and 36 closed out — a net gain of 6 holders — while 80 added to existing stakes and 87 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $169M. The largest seller was Select Equity Group, cutting an estimated $70.3M.

  • 256 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2013, up from 250 in Q3 2013.
  • Funds reported $7.35B of TD Ameritrade Holding Corp stock for Q4 2013, up 20% quarter-over-quarter.
  • 42 funds opened new TD Ameritrade Holding Corp positions in Q4 2013 and 36 closed out, a net change of +6 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2013 was Baillie Gifford & Co, an estimated $169M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2013 was Select Equity Group, an estimated $70.3M sold.

Based on aggregated 13F filings for Q4 2013.