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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

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: 260287 (+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: 40 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.49B -$182M -5,352,253 -7%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$716M +$16.3M +480,837 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$577M +$48.4M +1,427,837 +10%
Harris Associates
4
Harris Associates
Illinois
$483M +$197K +5,800 +0%
Wells Fargo
5
Wells Fargo
California
$464M -$33.9M -1,000,098 -7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$350M +$5.22M +153,825 +2%
Artisan Partners
7
Artisan Partners
Wisconsin
$325M +$273M +8,053,292 +789%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$307M -$81.9M -2,414,083 -22%
Citigroup
9
Citigroup
New York
$287M +$894K +26,372 +0.3%
Boston Partners
10
Boston Partners
Massachusetts
$257M -$36.1M -1,063,709 -13%
Select Equity Group
11
Select Equity Group
New York
$226M +$4.01M +118,238 +2%
BIT
12
BlackRock Institutional Trust
California
$225M +$1.93M +56,930 +0.9%
CWG
13
C WorldWide Group
Denmark
$206M -$11.3M -334,500 -5%
State Street
14
State Street
Massachusetts
$179M +$8.77M +258,594 +5%
Ameriprise
15
Ameriprise
Minnesota
$157M +$51M +1,504,295 +52%
ACM
16
AKRE Capital Management
Virginia
$113M
Mitsubishi UFJ Trust & Banking
17
Mitsubishi UFJ Trust & Banking
Japan
$101M -$7.52M -221,677 -7%
UIM
18
USS Investment Management
United Kingdom
$97.5M
BFA
19
BlackRock Fund Advisors
California
$95.5M +$7.94M +234,086 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$86.4M +$19.8M +584,300 +32%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$82.2M -$27.1M -799,504 -26%
Norges Bank
22
Norges Bank
Norway
$81.8M -$1.59M -46,882 -2%
HCM
23
Holland Capital Management
Illinois
$75.4M -$6.13M -180,747 -8%
Millennium Management
24
Millennium Management
New York
$71.2M +$20.9M +616,375 +45%
Northern Trust
25
Northern Trust
Illinois
$56M -$2.07M -61,158 -4%

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.