We are live on ! Find out more
AMTD

TD Ameritrade Holding Corp
AMTD

Delisted

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

366 hedge funds and large institutions have $26.7B invested in TD Ameritrade Holding Corp in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 118 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

24% more funds holding

Funds holding: 294366 (+72)

24% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 95

8% more capital invested

Capital invested by funds: $24.6B → $26.7B (+$2.08B)

83% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $596M

Holders
366
Holders Change
+72
Holders Change %
+24.49%
% of All Funds
8.3%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
94
Increased
118
Reduced
95
Closed
21
Calls
$98.6M
Puts
$596M
Net Calls
-$497M
Net Calls Change
-$504M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$12B +$194K +3,883 +0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.58B +$91M +1,821,227 +3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.06B -$11.5M -230,260 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$809M +$110M +2,204,221 +16%
BlackRock
5
BlackRock
New York
$716M +$28.5M +570,868 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$714M +$128M +2,559,934 +22%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$665M +$22.2M +444,428 +4%
Citigroup
8
Citigroup
New York
$531M -$121M -2,429,990 -19%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$460M -$263M -5,269,742 -37%
Goldman Sachs
10
Goldman Sachs
New York
$439M +$367M +7,350,849 +593%
RI
11
RPTC Inc
Wyoming
$377M -$100M -2,000,000 -21%
State Street
12
State Street
Massachusetts
$256M +$5.83M +116,616 +2%
LCM
13
Laurion Capital Management
New York
$213M +$200M +4,001,625 +2,412%
Boston Partners
14
Boston Partners
Massachusetts
$213M +$61.1M +1,221,924 +42%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$194M -$15.5M -309,300 -8%
PG
16
Pendal Group
Australia
$178M -$5.06M -101,194 -3%
Artisan Partners
17
Artisan Partners
Wisconsin
$167M -$15.7M -313,310 -9%
First Trust Advisors
18
First Trust Advisors
Illinois
$163M +$14.5M +290,088 +10%
Wells Fargo
19
Wells Fargo
California
$154M +$28.5M +569,746 +23%
ACM
20
AKRE Capital Management
Virginia
$152M
Norges Bank
21
Norges Bank
Norway
$144M +$18.3M +366,159 +15%
Millennium Management
22
Millennium Management
New York
$136M +$105M +2,108,319 +376%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$136M -$25M -500,030 -16%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$132M +$7.63M +152,664 +6%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$127M +$115M +2,292,557 +1,263%

AMTD Hedge Fund Activity: Q4 2017 in Review

366 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q4 2017, worth a combined $26.7B — up 8.4% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AMTD positions and 21 closed out — a net gain of 73 holders — while 118 added to existing stakes and 95 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $367M. The largest seller was Baillie Gifford & Co, cutting an estimated $263M.

  • 366 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q4 2017, up from 294 in Q3 2017.
  • Funds reported $26.7B of TD Ameritrade Holding Corp stock for Q4 2017, up 8.4% quarter-over-quarter.
  • 94 funds opened new TD Ameritrade Holding Corp positions in Q4 2017 and 21 closed out, a net change of +73 holders.
  • The largest TD Ameritrade Holding Corp buyer in Q4 2017 was Goldman Sachs, an estimated $367M added.
  • The largest TD Ameritrade Holding Corp seller in Q4 2017 was Baillie Gifford & Co, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2017.