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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

277 hedge funds and large institutions have $8.77B invested in TD Ameritrade Holding Corp in 2014 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more call options, than puts

Call options by funds: $545M | Put options by funds: $137M

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 78

19% more capital invested

Capital invested by funds: $7.35B → $8.77B (+$1.42B)

8% more funds holding

Funds holding: 256277 (+21)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
277
Holders Change
+21
Holders Change %
+8.2%
% of All Funds
8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
50
Increased
101
Reduced
78
Closed
25
Calls
$545M
Puts
$137M
Net Calls
+$408M
Net Calls Change
+$238M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.75B +$191M +5,844,693 +8%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$599M +$32.3M +988,138 +6%
Wells Fargo
3
Wells Fargo
California
$535M +$24.7M +755,416 +5%
Harris Associates
4
Harris Associates
Illinois
$460M -$20.7K -632 -0%
JP Morgan Chase
5
JP Morgan Chase
New York
$417M +$109M +3,325,155 +37%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$384M -$28.5M -872,874 -7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$302M +$14.1M +432,317 +5%
Citigroup
8
Citigroup
New York
$293M +$282M +8,614,108 +33,527%
Boston Partners
9
Boston Partners
Massachusetts
$230M +$46.4M +1,419,428 +26%
BIT
10
BlackRock Institutional Trust
California
$191M -$901K -27,540 -0.5%
State Street
11
State Street
Massachusetts
$143M -$22.1M -675,680 -14%
FPP
12
Findlay Park Partners
United Kingdom
$140M -$20.4M -624,000 -13%
Ameriprise
13
Ameriprise
Minnesota
$120M +$20.3M +621,736 +21%
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$108M -$644K -19,690 -0.6%
ACM
15
AKRE Capital Management
Virginia
$107M
Wellington Management Group
16
Wellington Management Group
Massachusetts
$103M +$49.3M +1,508,413 +99%
UIM
17
USS Investment Management
United Kingdom
$92.5M
BFA
18
BlackRock Fund Advisors
California
$75.5M +$1.5M +45,793 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$69.6M -$210M -6,432,210 -76%
Norges Bank
20
Norges Bank
Norway
$65.3M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$62.5M -$10.3M -314,126 -15%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$60.6M +$32.5M +992,715 +125%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$57.2M +$10.2M +312,970 +23%
First Trust Advisors
24
First Trust Advisors
Illinois
$56.2M +$5.62M +171,760 +12%
HCM
25
Holland Capital Management
Illinois
$51.3M -$2.09M -63,956 -4%

AMTD Hedge Fund Activity: Q1 2014 in Review

277 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q1 2014, worth a combined $8.77B — up 19% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AMTD positions and 25 closed out — a net gain of 25 holders — while 101 added to existing stakes and 78 trimmed.

The largest buyer was Citigroup, adding an estimated $282M. The largest seller was Citadel Advisors, cutting an estimated $210M.

  • 277 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q1 2014, up from 256 in Q4 2013.
  • Funds reported $8.77B of TD Ameritrade Holding Corp stock for Q1 2014, up 19% quarter-over-quarter.
  • 50 funds opened new TD Ameritrade Holding Corp positions in Q1 2014 and 25 closed out, a net change of +25 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q1 2014 was Citigroup, an estimated $282M added.
  • The largest TD Ameritrade Holding Corp seller in Q1 2014 was Citadel Advisors, an estimated $210M sold.

Based on aggregated 13F filings for Q1 2014.