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AMTD

TD Ameritrade Holding Corp

AMTD

Delisted

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

384 hedge funds and large institutions have $23.3B invested in TD Ameritrade Holding Corp in 2019 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 137 increasing their positions, 128 reducing their positions, and 62 closing their positions.

New

Increased

Maintained

Reduced

Closed

7% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 128

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 397 → 384 (-13)

8% less capital invested

Capital invested by funds: $25.3B → $23.3B (-$1.94B)

19% less call options, than puts

Call options by funds: $71.3M | Put options by funds: $87.9M

21% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 62

Holders

384

Holders Change

-13

Holders Change %

-3.27%

% of All Funds

8.42%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.07%

New

Increased

137

Reduced

128

Closed

Calls

$71.3M

Puts

$87.9M

Net Calls

-$16.6M

Net Calls Change

-$29.6M

Top Buyers

1	Massachusetts Financial Services Boston, Massachusetts	+$284M
2	BlackRock New York	+$57.6M
3	Renaissance Technologies New York	+$45.5M
4	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	+$43M
5	N Nuveen Charlotte, North Carolina	+$39.8M

Top Sellers

1	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	-$11.2B
2	T. Rowe Price Associates Baltimore, Maryland	-$251M
3	Wellington Management Group Boston, Massachusetts	-$183M
4	ACM AKRE Capital Management Middleburg, Virginia	-$167M
5	JP Morgan Chase New York	-$44.9M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$10.9B	-$11.2B	-234,036,639	-50%
2	2 T. Rowe Price Associates Baltimore, Maryland	$2.99B	-$251M	-5,237,063	-8%
3	3 Janus Henderson Group London, United Kingdom	$1.04B	+$29.3M	+611,749	+3%
4	4 Massachusetts Financial Services Boston, Massachusetts	$971M	+$284M	+5,930,891	+40%
5	5 BlackRock New York	$792M	+$57.6M	+1,202,429	+8%
6	6 Vanguard Group Malvern, Pennsylvania	$764M	+$11.1M	+230,707	+1%
7	7 Wellington Management Group Boston, Massachusetts	$682M	-$183M	-3,816,309	-21%
8	8 Citigroup New York	$470M	+$8.08M	+168,680	+2%
9	9 Baillie Gifford & Co Edinburgh, United Kingdom	$353M	-$4.99M	-104,169	-1%
10	10 Boston Partners Boston, Massachusetts	$325M	+$7.16M	+149,487	+2%
11	11 State Street Boston, Massachusetts	$282M	+$2.58M	+53,766	+0.9%
12	RI 12 RPTC Inc Jackson, Wyoming	$251M	–	–	–
13	13 JP Morgan Chase New York	$197M	-$44.9M	-937,383	-18%
14	14 First Trust Advisors Wheaton, Illinois	$176M	-$8.65M	-180,523	-5%
15	15 Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$157M	+$43M	+896,938	+36%
16	16 Geode Capital Management Boston, Massachusetts	$150M	+$3.65M	+76,183	+2%
17	17 Norges Bank Oslo, Norway	$142M	-$4.86M	-101,362	-3%
18	18 Renaissance Technologies New York	$120M	+$45.5M	+950,700	+59%
19	19 Fidelity Investments Boston, Massachusetts	$101M	-$40.1M	-836,820	-28%
20	PG 20 Pendal Group Sydney, Australia	$97.5M	+$8.59M	+179,259	+9%
21	N 21 Nuveen Charlotte, North Carolina	$87.9M	+$39.8M	+831,553	+79%
22	22 Northern Trust Chicago, Illinois	$85.7M	+$453K	+9,450	+0.5%
23	23 Legal & General Group London, United Kingdom	$70.8M	+$582K	+12,157	+0.8%
24	24 Bank of New York Mellon New York	$69.1M	-$21.3M	-444,941	-23%
25	25 Arrowstreet Capital Boston, Massachusetts	$59.6M	-$8.91M	-185,941	-13%

AMTD Hedge Fund Activity: Q3 2019 in Review

384 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in TD Ameritrade Holding Corp (AMTD) for Q3 2019, worth a combined $23.3B — down 7.7% from $25.3B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of AMTD and 49 opened new positions — a net loss of 13 holders — while 128 trimmed existing stakes and 137 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $284M. The largest seller was Toronto Dominion Bank, cutting an estimated $11.2B.

384 institutional investors held TD Ameritrade Holding Corp (AMTD) as of Q3 2019, down from 397 in Q2 2019.
Funds reported $23.3B of TD Ameritrade Holding Corp stock for Q3 2019, down 7.7% quarter-over-quarter.
49 funds opened new TD Ameritrade Holding Corp positions in Q3 2019 and 62 closed out, a net change of -13 holders.
The largest TD Ameritrade Holding Corp buyer in Q3 2019 was Massachusetts Financial Services, an estimated $284M added.
The largest TD Ameritrade Holding Corp seller in Q3 2019 was Toronto Dominion Bank, an estimated $11.2B sold.

Based on aggregated 13F filings for Q3 2019.

TD Ameritrade Holding Corp AMTD