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AMTD

AMTD IDEA Group
AMTD

19 hedge funds and large institutions have $1.94M invested in AMTD IDEA Group in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

12% more funds holding

Funds holding: 17 → 19 (+2)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.02% less ownership

Funds ownership: 0.39% → 0.37% (-0.02%)

26% less capital invested

Capital invested by funds: $2.64M → $1.94M (-$699K)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$51.9K
2
Jane Street
Jane Street
New York
+$19.7K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.6K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$18K
5
VF
Virtu Financial
New York
+$12.4K

Top Sellers

Rank Fund Capital Flow
1
SC
Shay Capital
New York
-$219K
2
XT
XTX Topco
Cayman Islands
-$22.9K
3
VPIM
Vanguard Personalized Indexing Management
California
-$7.82K
4
Mariner
Mariner
Kansas
-$3.39K
5
Bank of America
Bank of America
North Carolina
-$881
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$784K – – –
SC
2
Shay Capital
New York
$701K -$219K -52,400 -22%
American Century Companies
3
American Century Companies
Missouri
$97.5K – – –
AFGAS
4
Allegiance Financial Group Advisory Services
Virginia
$92.3K – – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$72.7K +$19.6K +4,685 +31%
HF
6
HRT Financial
New York
$45K +$51.9K +12,440 New
Mariner
7
Mariner
Kansas
$38.5K -$3.39K -812 -7%
VF
8
Virtu Financial
New York
$24K +$12.4K +2,968 +82%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.5K +$71 +17 +0.3%
Jane Street
10
Jane Street
New York
$17.1K +$19.7K +4,720 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$15.9K +$18K +4,306 New
VPIM
12
Vanguard Personalized Indexing Management
California
$13.6K -$7.82K -1,873 -34%
Bank of America
13
Bank of America
North Carolina
$8K -$881 -211 -9%
Barclays
14
Barclays
United Kingdom
$6.15K – – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
$2.77K +$914 +219 +41%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$1.47K +$1.64K +393 +7,860%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74 – – –
UBS Group
18
UBS Group
Switzerland
$12 -$242 -58 -95%
CHA
19
Carmichael Hill & Associates
Maryland
$7 – – –
XT
20
XTX Topco
Cayman Islands
– -$22.9K -4,821 Closed

AMTD Hedge Fund Activity: Q3 2023 in Review

19 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in AMTD IDEA Group (AMTD) for Q3 2023, worth a combined $1.94M — down 26% from $2.64M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AMTD positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $51.9K. The largest seller was Shay Capital, cutting an estimated $219K.

  • 19 institutional investors held AMTD IDEA Group (AMTD) as of Q3 2023, up from 17 in Q2 2023.
  • Funds reported $1.94M of AMTD IDEA Group stock for Q3 2023, down 26% quarter-over-quarter.
  • 3 funds opened new AMTD IDEA Group positions in Q3 2023 and 1 closed out, a net change of +2 holders.
  • The largest AMTD IDEA Group buyer in Q3 2023 was HRT Financial, an estimated $51.9K added.
  • The largest AMTD IDEA Group seller in Q3 2023 was Shay Capital, an estimated $219K sold.

Based on aggregated 13F filings for Q3 2023.