AMTD IDEA Group
AMTD
11 hedge funds and large institutions have $604K invested in AMTD IDEA Group in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0.24% less ownership
Funds ownership: 0.38% → 0.15% (-0.24%)
15% less funds holding
Funds holding: 13 → 11 (-2)
39% less capital invested
Capital invested by funds: $988K → $604K (-$384K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$9.82K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.27K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$310 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$368K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $376K | -$368K | -212,467 | -50% |
|
|
AFGAS
2
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $88.5K | – | – | – |
|
|
3
Renaissance Technologies
New York
| $50K | +$9.82K | +5,667 | +25% |
|
4
American Century Companies
Kansas City,
Missouri
| $46.8K | – | – | – |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $35.7K | +$5.27K | +3,044 | +18% |
|
6
Fidelity Investments
Boston,
Massachusetts
| $3.15K | – | – | – |
|
7
Barclays
London,
United Kingdom
| $2.95K | – | – | – |
|
8
RhumbLine Advisers
Boston,
Massachusetts
| $704 | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $354 | +$310 | +179 | +852% |
|
|
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $35 | – | – | – |
|
|
CHA
11
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $2 | – | – | – |
|
|
12
Bank of America
Charlotte,
North Carolina
| – | -$3.9K | -2,166 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$3.68K | -2,043 | Closed |
|
AMTD Hedge Fund Activity: Q1 2024 in Review
11 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in AMTD IDEA Group (AMTD) for Q1 2024, worth a combined $604K — down 39% from $988K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AMTD and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Renaissance Technologies, adding an estimated $9.82K. The largest seller was Morgan Stanley, cutting an estimated $368K.
- 11 institutional investors held AMTD IDEA Group (AMTD) as of Q1 2024, down from 13 in Q4 2023.
- Funds reported $604K of AMTD IDEA Group stock for Q1 2024, down 39% quarter-over-quarter.
- 0 funds opened new AMTD IDEA Group positions in Q1 2024 and 2 closed out, a net change of -2 holders.
- The largest AMTD IDEA Group buyer in Q1 2024 was Renaissance Technologies, an estimated $9.82K added.
- The largest AMTD IDEA Group seller in Q1 2024 was Morgan Stanley, an estimated $368K sold.
Based on aggregated 13F filings for Q1 2024.