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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

289 hedge funds and large institutions have $21.4B invested in TD Ameritrade Holding Corp in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 108 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $159M | Put options by funds: $103M

14% more capital invested

Capital invested by funds: $18.7B → $21.4B (+$2.68B)

4% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 104

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 303289 (-14)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

Holders
289
Holders Change
-14
Holders Change %
-4.62%
% of All Funds
7.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
108
Reduced
104
Closed
41
Calls
$159M
Puts
$103M
Net Calls
+$55.6M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$9.58B +$14.2K +365 +0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.65B +$126M +3,234,676 +6%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$877M +$789M +20,327,705 +26,317%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$836M -$8.19M -210,912 -1%
BlackRock
5
BlackRock
New York
$574M -$7.25M -186,825 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$570M +$15.9M +408,837 +3%
Citigroup
7
Citigroup
New York
$529M -$1.37M -35,388 -0.3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$510M +$153M +3,932,674 +50%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$450M +$207M +5,336,529 +104%
RI
10
RPTC Inc
Wyoming
$403M +$364M +9,372,800 New
Harris Associates
11
Harris Associates
Illinois
$273M -$1.84M -47,360 -0.7%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$235M +$9.52M +245,199 +5%
State Street
13
State Street
Massachusetts
$204M +$916K +23,599 +0.5%
Boston Partners
14
Boston Partners
Massachusetts
$177M -$87.3M -2,249,086 -35%
Artisan Partners
15
Artisan Partners
Wisconsin
$165M -$2.38M -61,300 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$164M +$14.7M +379,800 +11%
PG
17
Pendal Group
Australia
$148M +$134M +3,447,474 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$142M -$2.44M -62,759 -2%
Wells Fargo
19
Wells Fargo
California
$132M +$27.5M +707,490 +30%
ACM
20
AKRE Capital Management
Virginia
$128M
First Trust Advisors
21
First Trust Advisors
Illinois
$124M +$12.7M +326,724 +13%
Norges Bank
22
Norges Bank
Norway
$105M -$7.69M -198,028 -7%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$102M -$1.11M -28,682 -1%
Invesco
24
Invesco
Georgia
$102M +$9.38M +241,662 +11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$100M +$5.02M +129,270 +6%

AMTD Hedge Fund Activity: Q2 2017 in Review

289 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q2 2017, worth a combined $21.4B — up 14% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AMTD and 29 opened new positions — a net loss of 12 holders — while 104 trimmed existing stakes and 108 added.

The largest buyer was Janus Henderson Group, adding an estimated $789M. The largest seller was Westpac Banking Corp, cutting an estimated $134M.

  • 289 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q2 2017, down from 303 in Q1 2017.
  • Funds reported $21.4B of TD Ameritrade Holding Corp stock for Q2 2017, up 14% quarter-over-quarter.
  • 29 funds opened new TD Ameritrade Holding Corp positions in Q2 2017 and 41 closed out, a net change of -12 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q2 2017 was Janus Henderson Group, an estimated $789M added.
  • The largest TD Ameritrade Holding Corp seller in Q2 2017 was Westpac Banking Corp, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2017.