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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

283 hedge funds and large institutions have $13.6B invested in TD Ameritrade Holding Corp in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $7.96B → $13.6B (+$5.63B)

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

24% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 86

1% more funds holding

Funds holding: 279283 (+4)

22% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $43.5M

Holders
283
Holders Change
+4
Holders Change %
+1.43%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
107
Reduced
86
Closed
31
Calls
$33.9M
Puts
$43.5M
Net Calls
-$9.61M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$6.35B +$6.78B +222,919,286 +15,143,973%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.88B +$180M +5,929,440 +10%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$607M -$20.6M -676,292 -3%
Citigroup
4
Citigroup
New York
$350M -$1.29M -42,323 -0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$326M +$12.3M +403,843 +4%
Harris Associates
6
Harris Associates
Illinois
$320M -$243K -7,975 -0.1%
JHIU
7
Janus Henderson Investors US
Colorado
$317M +$33.1M +1,089,452 +11%
Boston Partners
8
Boston Partners
Massachusetts
$242M +$25M +821,210 +11%
BIT
9
BlackRock Institutional Trust
California
$186M +$1.68M +55,346 +0.9%
Wells Fargo
10
Wells Fargo
California
$140M -$129M -4,223,857 -46%
CWG
11
C WorldWide Group
Denmark
$137M +$4.1M +134,636 +3%
JP Morgan Chase
12
JP Morgan Chase
New York
$135M -$10.8M -354,268 -7%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$132M -$57.4M -1,887,887 -29%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$130M +$42.2M +1,386,800 +44%
State Street
15
State Street
Massachusetts
$128M -$4.05M -133,239 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$125M +$27.5M +904,292 +26%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$123M +$35.1M +1,153,271 +37%
Jennison Associates
18
Jennison Associates
New York
$89.7M -$2.98M -97,870 -3%
ACM
19
AKRE Capital Management
Virginia
$84.5M
BFA
20
BlackRock Fund Advisors
California
$78.3M -$2.32M -76,237 -3%
Norges Bank
21
Norges Bank
Norway
$78M +$20.2M +665,270 +32%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$76.7M -$2.34M -76,794 -3%
OAC
23
OMERS Administration Corp
Ontario, Canada
$75.2M +$80.3M +2,639,500 New
First Trust Advisors
24
First Trust Advisors
Illinois
$64.7M +$451K +14,816 +0.7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$56.8M +$6.1M +200,344 +11%

AMTD Hedge Fund Activity: Q2 2016 in Review

283 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2016, worth a combined $13.6B — up 71% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AMTD positions and 31 closed out — a net gain of 8 holders — while 107 added to existing stakes and 86 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $6.78B. The largest seller was Artisan Partners, cutting an estimated $165M.

  • 283 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2016, up from 279 in Q1 2016.
  • Funds reported $13.6B of TD Ameritrade Holding Corp stock for Q2 2016, up 71% quarter-over-quarter.
  • 39 funds opened new TD Ameritrade Holding Corp positions in Q2 2016 and 31 closed out, a net change of +8 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2016 was Toronto Dominion Bank, an estimated $6.78B added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2016 was Artisan Partners, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2016.