TD Ameritrade Holding Corp
AMTD
AMTD was delisted on the 5th of October, 2020.
279 hedge funds and large institutions have $7.96B invested in TD Ameritrade Holding Corp in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 109 increasing their positions, 96 reducing their positions, and 47 closing their positions.
76% more call options, than puts
Call options by funds: $39.6M | Put options by funds: $22.5M
14% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 96
9% less funds holding
Funds holding: 307 → 279 (-28)
11% less capital invested
Capital invested by funds: $8.92B → $7.96B (-$961M)
53% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 47
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$341M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$45.7M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$30.3M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$28M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$163M |
| 2 |
Bank of New York Mellon
New York
|
-$137M |
| 3 |
Select Equity Group
New York
|
-$65.9M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$51.6M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$42M |
AMTD Hedge Fund Activity: Q1 2016 in Review
279 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q1 2016, worth a combined $7.96B — down 11% from $8.92B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of AMTD and 22 opened new positions — a net loss of 25 holders — while 96 trimmed existing stakes and 109 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $341M. The largest seller was JP Morgan Chase, cutting an estimated $163M.
- 279 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q1 2016, down from 307 in Q4 2015.
- Funds reported $7.96B of TD Ameritrade Holding Corp stock for Q1 2016, down 11% quarter-over-quarter.
- 22 funds opened new TD Ameritrade Holding Corp positions in Q1 2016 and 47 closed out, a net change of -25 holders.
- The largest TD Ameritrade Holding Corp buyer in Q1 2016 was T. Rowe Price Associates, an estimated $341M added.
- The largest TD Ameritrade Holding Corp seller in Q1 2016 was JP Morgan Chase, an estimated $163M sold.
Based on aggregated 13F filings for Q1 2016.