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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

319 hedge funds and large institutions have $20.7B invested in TD Ameritrade Holding Corp in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 31

79% more call options, than puts

Call options by funds: $195M | Put options by funds: $109M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $16.5B → $20.7B (+$4.17B)

12% more funds holding

Funds holding: 286319 (+33)

18% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 117

Holders
319
Holders Change
+33
Holders Change %
+11.54%
% of All Funds
7.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
70
Increased
96
Reduced
117
Closed
31
Calls
$195M
Puts
$109M
Net Calls
+$86M
Net Calls Change
+$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$9.72B -$78 -2 -0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.69B -$142M -3,663,490 -6%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$877M -$18.8M -484,526 -2%
JHIU
4
Janus Henderson Investors US
Colorado
$774M +$152M +3,907,539 +28%
Citigroup
5
Citigroup
New York
$536M -$1.36M -34,962 -0.3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$500M +$10.3M +264,648 +2%
Boston Partners
7
Boston Partners
Massachusetts
$360M -$33.9M -873,489 -10%
BIT
8
BlackRock Institutional Trust
California
$296M -$5.87M -151,217 -2%
Harris Associates
9
Harris Associates
Illinois
$292M -$147M -3,785,488 -36%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$220M +$32.1M +827,378 +20%
State Street
11
State Street
Massachusetts
$200M +$3.72M +95,767 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$158M -$31.4M -809,582 -18%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$149M +$133M +3,422,827 New
JP Morgan Chase
14
JP Morgan Chase
New York
$143M -$26.3M -678,177 -17%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M -$49.7M -1,280,400 -28%
BFA
16
BlackRock Fund Advisors
California
$138M +$12.1M +310,931 +11%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$138M -$26.1M -673,074 -18%
Artisan Partners
18
Artisan Partners
Wisconsin
$137M +$122M +3,145,717 New
ACM
19
AKRE Capital Management
Virginia
$129M
Norges Bank
20
Norges Bank
Norway
$121M +$1.62M +41,834 +2%
SC
21
Samlyn Capital
New York
$118M +$105M +2,701,739 New
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$109M -$12.4M -319,548 -11%
Jennison Associates
23
Jennison Associates
New York
$99.6M -$1.8M -46,328 -2%
OAC
24
OMERS Administration Corp
Ontario, Canada
$97.1M -$16M -412,000 -16%
First Trust Advisors
25
First Trust Advisors
Illinois
$95.2M -$10.4M -268,571 -11%

AMTD Hedge Fund Activity: Q4 2016 in Review

319 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2016, worth a combined $20.7B — up 25% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AMTD positions and 31 closed out — a net gain of 39 holders — while 96 added to existing stakes and 117 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $152M. The largest seller was Harris Associates, cutting an estimated $147M.

  • 319 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2016, up from 286 in Q3 2016.
  • Funds reported $20.7B of TD Ameritrade Holding Corp stock for Q4 2016, up 25% quarter-over-quarter.
  • 70 funds opened new TD Ameritrade Holding Corp positions in Q4 2016 and 31 closed out, a net change of +39 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2016 was Janus Henderson Investors US, an estimated $152M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2016 was Harris Associates, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2016.