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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

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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: 260 → 287 (+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: 4 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$273M
2
Ameriprise
Ameriprise
Minnesota
+$51M
3
JP Morgan Chase
JP Morgan Chase
New York
+$48.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$35.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$34.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$81.9M
3
CANY
Caxton Associates (New York)
New York
-$41.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$41.3M
5
Boston Partners
Boston Partners
Massachusetts
-$36.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
201
Fruth Investment Management
Texas
$499K – – –
KBC Group
202
KBC Group
Belgium
$485K +$163K +4,800 +55%
VKH
203
Virtu KCG Holdings
New York
$469K -$71.5K -2,109 -14%
DL
204
Delta Lloyd
Netherlands
$455K – – –
FQ
205
First Quadrant
California
$451K -$78K -2,300 -15%
PAM
206
Princeton Alpha Management
New Jersey
$445K +$422K +12,449 New
FIG
207
Fortress Investment Group
New York
$444K +$141K +4,164 +50%
FMT
208
First Mercantile Trust
Tennessee
$440K – – –
NA
209
Navellier & Associates
Nevada
$419K -$3.26K -96 -0.8%
MCM
210
Mazama Capital Management
Oregon
$416K +$394K +11,625 New
KJHP
211
K.J. Harrison & Partners
Ontario, Canada
$415K – – –
FSA
212
Financial Sense Advisors
California
$413K +$27.1K +800 +7%
William Blair & Company
213
William Blair & Company
Illinois
$412K -$32.2K -950 -8%
HIMCH
214
Hartford Investment Management Co (HIMCO)
Connecticut
$410K -$48.8K -1,440 -11%
PHK
215
Point72 Hong Kong
Hong Kong
$400K +$379K +11,185 New
PI
216
Placemark Investments
Illinois
$390K +$26.6K +784 +8%
CIM
217
Calvert Investment Management
Maryland
$383K +$22.6K +665 +7%
DnB Asset Management
218
DnB Asset Management
Norway
$382K – – –
Los Angeles Capital Management
219
Los Angeles Capital Management
California
$374K +$354K +10,442 New
CD
220
Carl Domino
Florida
$358K – – –
GI
221
GAMCO Investors
Connecticut
$353K -$6.44K -190 -2%
RCM
222
Reynolds Capital Management
Nevada
$329K -$431K -12,700 -58%
MLL
223
Moody Lynn & Lieberson
Massachusetts
$324K -$14.5K -427 -4%
WKWM
224
Walter & Keenan Wealth Management
Indiana
$322K – – –
WAM
225
World Asset Management
Michigan
$319K -$112K -3,291 -27%
7 8
9
10 11

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.