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AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

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294 hedge funds and large institutions have $24.6B invested in TD Ameritrade Holding Corp in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $21.4B → $24.6B (+$3.28B)

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

2% more funds holding

Funds holding: 289 → 294 (+5)

6% more call options, than puts

Call options by funds: $123M | Put options by funds: $116M

Holders
294
Holders Change
+5
Holders Change %
+1.73%
% of All Funds
7.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
36
Increased
107
Reduced
95
Closed
26
Calls
$123M
Puts
$116M
Net Calls
+$6.61M
Net Calls Change
-$49M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$497M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$293M
3
GT
Glenmede Trust
Pennsylvania
+$72.3M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$66.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.9M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$240M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$233M
3
Harris Associates
Harris Associates
Illinois
-$55.6M
4
Boston Partners
Boston Partners
Massachusetts
-$52.8M
5
Invesco
Invesco
Georgia
-$43.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$11.4B +$497M +11,082,105 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.33B +$293M +6,533,331 +11%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.02B +$21.2M +473,846 +2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$696M -$233M -5,186,666 -27%
Vanguard Group
5
Vanguard Group
Pennsylvania
$665M +$16.1M +358,574 +3%
BlackRock
6
BlackRock
New York
$656M +$3.83M +85,481 +0.6%
Citigroup
7
Citigroup
New York
$625M +$22.4M +499,870 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$613M +$31.5M +701,522 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$557M +$41.9M +934,167 +9%
RI
10
RPTC Inc
Wyoming
$457M – – –
Harris Associates
11
Harris Associates
Illinois
$249M -$55.6M -1,240,211 -20%
State Street
12
State Street
Massachusetts
$239M +$6.49M +144,790 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$201M +$12M +267,600 +7%
PG
14
Pendal Group
Australia
$175M +$6.45M +143,923 +4%
Artisan Partners
15
Artisan Partners
Wisconsin
$175M -$11.2M -248,834 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$155M -$5.8M -129,262 -4%
ACM
17
AKRE Capital Management
Virginia
$145M – – –
Boston Partners
18
Boston Partners
Massachusetts
$143M -$52.8M -1,176,946 -29%
First Trust Advisors
19
First Trust Advisors
Illinois
$142M +$514K +11,454 +0.4%
Wells Fargo
20
Wells Fargo
California
$120M -$27.4M -610,478 -20%
Norges Bank
21
Norges Bank
Norway
$119M – – –
Geode Capital Management
22
Geode Capital Management
Massachusetts
$119M +$4.44M +99,056 +4%
GT
23
Glenmede Trust
Pennsylvania
$109M +$72.3M +1,613,010 +260%
JP Morgan Chase
24
JP Morgan Chase
New York
$105M +$2.04M +45,467 +2%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$105M -$1.99M -44,271 -2%
1
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AMTD Hedge Fund Activity: Q3 2017 in Review

294 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2017, worth a combined $24.6B — up 15% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMTD positions and 26 closed out — a net gain of 10 holders — while 107 added to existing stakes and 95 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $497M. The largest seller was VOYA Investment Management, cutting an estimated $240M.

  • 294 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2017, up from 289 in Q2 2017.
  • Funds reported $24.6B of TD Ameritrade Holding Corp stock for Q3 2017, up 15% quarter-over-quarter.
  • 36 funds opened new TD Ameritrade Holding Corp positions in Q3 2017 and 26 closed out, a net change of +10 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q3 2017 was Toronto Dominion Bank, an estimated $497M added.
  • The largest TD Ameritrade Holding Corp seller in Q3 2017 was VOYA Investment Management, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2017.