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AMTD

AMTD IDEA Group

12 hedge funds and large institutions have $887K invested in AMTD IDEA Group in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% less ownership

Funds ownership: 0.19%0.11% (-0.08%)

29% less funds holding

Funds holding: 1712 (-5)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

56% less capital invested

Capital invested by funds: $2M → $887K (-$1.11M)

Holders
12
Holders Change
-5
Holders Change %
-29.41%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
3
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Profund Advisors
Maryland
$315K +$347K +58,386 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$165K +$182K +30,587 New
American Century Companies
3
American Century Companies
Missouri
$143K +$157K +26,417 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$70.4K +$52.8K +8,872 +213%
Mariner
5
Mariner
Kansas
$62K -$1.43K -240 -2%
AFGAS
6
Allegiance Financial Group Advisory Services
Virginia
$45K +$49.6K +8,333 New
Osaic Holdings
7
Osaic Holdings
Arizona
$32K -$1.98K -333 -5%
SG
8
StoneX Group
New York
$27K +$29.7K +5,000 New
UBS Group
9
UBS Group
Switzerland
$15.7K -$16.8K -2,820 -49%
Barclays
10
Barclays
United Kingdom
$9K
Fidelity Investments
11
Fidelity Investments
Massachusetts
$2.87K +$708 +119 +29%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108
Morgan Stanley
13
Morgan Stanley
New York
-$1.52M -212,467 Closed
Jane Street
14
Jane Street
New York
-$91K -12,713 Closed
FPAS
15
Focus Partners Advisor Solutions
Missouri
-$60K -8,333 Closed
TWM
16
Thrive Wealth Management
Pennsylvania
-$28K -3,980 Closed
VF
17
Virtu Financial
New York
-$24K -3,428 Closed
SWIM
18
Smallwood Wealth Investment Management
New Jersey
-$22K -3,100 Closed
GCP
19
GSA Capital Partners
United Kingdom
-$13K -1,833 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$13K -1,804 Closed
BCM
21
Bayesian Capital Management
New York
-$13K -1,800 Closed
RG
22
Retirement Group
California
-$2K -250 Closed

AMTD Hedge Fund Activity: Q4 2022 in Review

12 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in AMTD IDEA Group (AMTD) for Q4 2022, worth a combined $887K — down 56% from $2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AMTD and 5 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Profund Advisors, opening a new position worth an estimated $347K. The largest seller was Morgan Stanley, exiting entirely with an estimated $1.52M sold.

  • 12 institutional investors held AMTD IDEA Group (AMTD) as of Q4 2022, down from 17 in Q3 2022.
  • Funds reported $887K of AMTD IDEA Group stock for Q4 2022, down 56% quarter-over-quarter.
  • 5 funds opened new AMTD IDEA Group positions in Q4 2022 and 10 closed out, a net change of -5 holders.
  • The largest AMTD IDEA Group buyer in Q4 2022 was Profund Advisors, an estimated $347K added.
  • The largest AMTD IDEA Group seller in Q4 2022 was Morgan Stanley, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2022.