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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

307 hedge funds and large institutions have $8.92B invested in TD Ameritrade Holding Corp in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

127% more call options, than puts

Call options by funds: $105M | Put options by funds: $46.1M

27% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 88

11% more funds holding

Funds holding: 276307 (+31)

7% more capital invested

Capital invested by funds: $8.33B → $8.92B (+$585M)

Holders
307
Holders Change
+31
Holders Change %
+11.23%
% of All Funds
8.05%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
56
Increased
112
Reduced
88
Closed
23
Calls
$105M
Puts
$46.1M
Net Calls
+$58.4M
Net Calls Change
-$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.68B -$11.1M -318,262 -0.7%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$764M +$32.9M +947,965 +4%
Citigroup
3
Citigroup
New York
$427M -$1.07M -30,672 -0.2%
Harris Associates
4
Harris Associates
Illinois
$393M -$76.4M -2,198,652 -16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$371M +$6.15M +177,165 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$369M +$893K +25,699 +0.2%
Wells Fargo
7
Wells Fargo
California
$327M -$118M -3,389,150 -26%
JHIU
8
Janus Henderson Investors US
Colorado
$316M +$47.6M +1,370,720 +18%
Boston Partners
9
Boston Partners
Massachusetts
$316M -$8.52M -245,326 -3%
Artisan Partners
10
Artisan Partners
Wisconsin
$307M -$11.1M -319,075 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$283M -$40M -1,150,756 -12%
BIT
12
BlackRock Institutional Trust
California
$226M +$92.4K +2,659 +0%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$191M +$85.3M +2,454,198 +81%
CWG
14
C WorldWide Group
Denmark
$166M -$9.42M -271,300 -5%
State Street
15
State Street
Massachusetts
$156M +$625K +18,000 +0.4%
Jennison Associates
16
Jennison Associates
New York
$114M -$29.2K -842 -0%
First Trust Advisors
17
First Trust Advisors
Illinois
$113M +$24.9M +717,557 +28%
BFA
18
BlackRock Fund Advisors
California
$109M +$2.6M +74,748 +2%
Select Equity Group
19
Select Equity Group
New York
$107M -$112M -3,230,039 -51%
ACM
20
AKRE Capital Management
Virginia
$103M -$8.99M -258,900 -8%
UIM
21
USS Investment Management
United Kingdom
$94.6M
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$88.5M -$1.5M -43,258 -2%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$83.9M +$29M +835,573 +53%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81.2M -$10.4M -300,000 -11%
Norges Bank
25
Norges Bank
Norway
$71.4M -$2.37M -68,244 -3%

AMTD Hedge Fund Activity: Q4 2015 in Review

307 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2015, worth a combined $8.92B — up 7% from $8.33B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMTD positions and 23 closed out — a net gain of 33 holders — while 112 added to existing stakes and 88 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $85.3M. The largest seller was Wells Fargo, cutting an estimated $118M.

  • 307 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2015, up from 276 in Q3 2015.
  • Funds reported $8.92B of TD Ameritrade Holding Corp stock for Q4 2015, up 7% quarter-over-quarter.
  • 56 funds opened new TD Ameritrade Holding Corp positions in Q4 2015 and 23 closed out, a net change of +33 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2015 was VOYA Investment Management, an estimated $85.3M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2015 was Wells Fargo, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2015.