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AMTD

AMTD IDEA Group
AMTD

14 hedge funds and large institutions have $2.15M invested in AMTD IDEA Group in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more capital invested

Capital invested by funds: $887K → $2.15M (+$1.26M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more funds holding

Funds holding: 12 → 14 (+2)

0.21% more ownership

Funds ownership: 0.11% → 0.32% (+0.21%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.05M
2
SC
Shay Capital
New York
+$593K
3
AFGAS
Allegiance Financial Group Advisory Services
Virginia
+$82.2K
4
VF
Virtu Financial
New York
+$58.7K
5
VPIM
Vanguard Personalized Indexing Management
California
+$48.7K

Top Sellers

Rank Fund Capital Flow
1
PA
Profund Advisors
Maryland
-$315K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$69.9K
3
SG
StoneX Group
New York
-$27K
4
UBS Group
UBS Group
Switzerland
-$15.7K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.32K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1M +$1.05M +212,467 New
SC
2
Shay Capital
New York
$567K +$593K +120,333 New
American Century Companies
3
American Century Companies
Missouri
$123K – – –
AFGAS
4
Allegiance Financial Group Advisory Services
Virginia
$118K +$82.2K +16,667 +200%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$77.3K -$69.9K -14,180 -46%
Mariner
6
Mariner
Kansas
$57K +$2.65K +537 +5%
VF
7
Virtu Financial
New York
$56K +$58.7K +11,895 New
VPIM
8
Vanguard Personalized Indexing Management
California
$46.5K +$48.7K +9,874 New
Bank of America
9
Bank of America
North Carolina
$44.1K +$46.2K +9,367 New
Osaic Holdings
10
Osaic Holdings
Arizona
$28.3K – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.8K -$5.32K -1,079 -8%
Barclays
12
Barclays
United Kingdom
$7.85K – – –
Fidelity Investments
13
Fidelity Investments
Massachusetts
$2.5K – – –
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94 – – –
PA
15
Profund Advisors
Maryland
– -$315K -58,386 Closed
SG
16
StoneX Group
New York
– -$27K -5,000 Closed
UBS Group
17
UBS Group
Switzerland
– -$15.7K -2,899 Closed

AMTD Hedge Fund Activity: Q1 2023 in Review

14 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in AMTD IDEA Group (AMTD) for Q1 2023, worth a combined $2.15M — up 142% from $887K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AMTD positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.05M. The largest seller was Profund Advisors, exiting entirely with an estimated $315K sold.

  • 14 institutional investors held AMTD IDEA Group (AMTD) as of Q1 2023, up from 12 in Q4 2022.
  • Funds reported $2.15M of AMTD IDEA Group stock for Q1 2023, up 142% quarter-over-quarter.
  • 5 funds opened new AMTD IDEA Group positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest AMTD IDEA Group buyer in Q1 2023 was Morgan Stanley, an estimated $1.05M added.
  • The largest AMTD IDEA Group seller in Q1 2023 was Profund Advisors, an estimated $315K sold.

Based on aggregated 13F filings for Q1 2023.