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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

250 hedge funds and large institutions have $6.13B invested in TD Ameritrade Holding Corp in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

96% more call options, than puts

Call options by funds: $386M | Put options by funds: $197M

10% more funds holding

Funds holding: 228250 (+22)

6% more capital invested

Capital invested by funds: $5.78B → $6.13B (+$352M)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
250
Holders Change
+22
Holders Change %
+9.65%
% of All Funds
8.11%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
41
Increased
78
Reduced
93
Closed
17
Calls
$386M
Puts
$197M
Net Calls
+$189M
Net Calls Change
-$290M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.89B -$26.5M -998,949 -1%
Wells Fargo
2
Wells Fargo
California
$378M +$37.2M +1,398,025 +11%
Harris Associates
3
Harris Associates
Illinois
$355M +$670K +25,200 +0.2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$328M +$18.4M +691,772 +6%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$281M +$52.7M +1,982,374 +23%
Vanguard Group
6
Vanguard Group
Pennsylvania
$207M +$3.5M +131,558 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$185M -$33M -1,243,189 -15%
BIT
8
BlackRock Institutional Trust
California
$144M -$3.85M -145,040 -3%
FPP
9
Findlay Park Partners
United Kingdom
$125M -$20.7M -780,000 -14%
Boston Partners
10
Boston Partners
Massachusetts
$109M +$23.4M +882,017 +27%
State Street
11
State Street
Massachusetts
$105M -$1.15M -43,391 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$91.3M -$127M -4,783,264 -58%
ACM
13
AKRE Capital Management
Virginia
$82.7M
Ameriprise
14
Ameriprise
Minnesota
$79.3M +$168K +6,309 +0.2%
Select Equity Group
15
Select Equity Group
New York
$71.5M -$25.2M -946,657 -26%
UIM
16
USS Investment Management
United Kingdom
$71.4M +$72.4M +2,725,488 New
Norges Bank
17
Norges Bank
Norway
$71.2M -$3.06M -115,172 -4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$70.3M -$27.3M -1,026,103 -28%
MIP
19
Mondrian Investment Partners
United Kingdom
$63.3M -$14.5M -546,800 -18%
EAM
20
Eagle Asset Management
Florida
$62.8M +$31.7M +1,193,355 +100%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$59.9M -$59.5M -2,237,574 -49%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$59.8M +$59.8M +2,250,885 +7,142%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$55.7M -$7.77M -292,400 -12%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$53.7M +$31.6M +1,188,279 +137%
BFA
25
BlackRock Fund Advisors
California
$53.2M +$1.64M +61,888 +3%

AMTD Hedge Fund Activity: Q3 2013 in Review

250 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2013, worth a combined $6.13B — up 6.1% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AMTD positions and 17 closed out — a net gain of 24 holders — while 78 added to existing stakes and 93 trimmed.

The largest buyer was USS Investment Management, opening a new position worth an estimated $72.4M. The largest seller was Citadel Advisors, cutting an estimated $127M.

  • 250 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2013, up from 228 in Q2 2013.
  • Funds reported $6.13B of TD Ameritrade Holding Corp stock for Q3 2013, up 6.1% quarter-over-quarter.
  • 41 funds opened new TD Ameritrade Holding Corp positions in Q3 2013 and 17 closed out, a net change of +24 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2013 was USS Investment Management, an estimated $72.4M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2013 was Citadel Advisors, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2013.