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AMTD

AMTD IDEA Group
AMTD

12 hedge funds and large institutions have $583K invested in AMTD IDEA Group in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

9% more funds holding

Funds holding: 11 → 12 (+1)

0% more ownership

Funds ownership: 0.15% → 0.15% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

4% less capital invested

Capital invested by funds: $604K → $583K (-$21.2K)

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$65.2K
2
UBS Group
UBS Group
Switzerland
+$8.62K
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.53K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$35.7K
2
Renaissance Technologies
Renaissance Technologies
New York
-$26.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$355K – – –
AFGAS
2
Allegiance Financial Group Advisory Services
Virginia
$83.5K – – –
Citadel Advisors
3
Citadel Advisors
Florida
$63K +$65.2K +37,720 New
American Century Companies
4
American Century Companies
Missouri
$44.1K – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$21.1K -$26.5K -15,334 -55%
UBS Group
6
UBS Group
Switzerland
$8.33K +$8.62K +4,989 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.97K – – –
Barclays
8
Barclays
United Kingdom
$2.78K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$1.81K +$1.53K +884 +442%
RhumbLine Advisers
10
RhumbLine Advisers
Massachusetts
$664 – – –
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33 – – –
CHA
12
Carmichael Hill & Associates
Maryland
$2 – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
– -$35.7K -20,178 Closed

AMTD Hedge Fund Activity: Q2 2024 in Review

12 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in AMTD IDEA Group (AMTD) for Q2 2024, worth a combined $583K — down 3.5% from $604K a quarter earlier.

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

The largest buyer was Citadel Advisors, opening a new position worth an estimated $65.2K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $35.7K sold.

  • 12 institutional investors held AMTD IDEA Group (AMTD) as of Q2 2024, up from 11 in Q1 2024.
  • Funds reported $583K of AMTD IDEA Group stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 2 funds opened new AMTD IDEA Group positions in Q2 2024 and 1 closed out, a net change of +1 holder.
  • The largest AMTD IDEA Group buyer in Q2 2024 was Citadel Advisors, an estimated $65.2K added.
  • The largest AMTD IDEA Group seller in Q2 2024 was Envestnet Asset Management, an estimated $35.7K sold.

Based on aggregated 13F filings for Q2 2024.