We are live on ! Find out more
TTD icon

Trade Desk

925 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 351 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 105

17% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 301

5.74% more ownership

Funds ownership: 74.39%80.14% (+5.7%)

3% more funds holding

Funds holding: 896925 (+29)

1% less capital invested

Capital invested by funds: $26B → $25.7B (-$262M)

3% less call options, than puts

Call options by funds: $739M | Put options by funds: $761M

46% less funds holding in top 10

Funds holding in top 10: 2815 (-13)

Holders
925
Holders Change
+29
Holders Change %
+3.24%
% of All Funds
13.49%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
142
Increased
351
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
226
Picton Mahoney Asset Management
Ontario, Canada
$4.44M -$4.7M -64,008 -51%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$4.37M -$2.2M -29,996 -33%
NAM
228
Nissay Asset Management
Japan
$4.34M +$440K +5,993 +11%
X
229
Xponance
Pennsylvania
$4.27M -$289K -3,929 -6%
ASN
230
Advisory Services Network
Georgia
$4.21M -$611K -8,322 -12%
AAM
231
Azzad Asset Management
Virginia
$4.19M +$120K +1,639 +3%
EAM
232
EFG Asset Management
Oregon
$4.15M -$1.52M -20,626 -26%
NIM
233
Needham Investment Management
New York
$4.1M
WE
234
Wealth Effects
Massachusetts
$4.08M +$468K +6,373 +13%
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$4.01M -$525K -7,143 -11%
ISWM
236
Independent Solutions Wealth Management
New York
$3.99M -$112K -1,529 -3%
MCM
237
Maytus Capital Management
New York
$3.96M -$2.76M -37,500 -41%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$3.94M +$54.1K +736 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
239
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.91M +$3.86M +52,549 +2,902%
AQR Capital Management
240
AQR Capital Management
Connecticut
$3.86M -$1.64M -22,381 -29%
SIAP
241
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.8M +$1.52M +20,750 +65%
Allianz Asset Management
242
Allianz Asset Management
Germany
$3.79M +$536K +7,289 +16%
SCM
243
Shelton Capital Management
Colorado
$3.76M +$354K +4,825 +10%
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$3.74M -$11.2K -152 -0.3%
Cetera Investment Advisers
245
Cetera Investment Advisers
Illinois
$3.73M -$1.14M -15,497 -23%
EH
246
Equitable Holdings
New York
$3.72M +$84K +1,143 +2%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$3.72M +$34.8K +473 +0.9%
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$3.7M +$801K +10,904 +27%
Brown Advisory
249
Brown Advisory
Maryland
$3.67M +$3.06M +41,638 +444%
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$3.62M -$135K -1,833 -4%

TTD Hedge Fund Activity: Q4 2023 in Review

925 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2023, worth a combined $25.7B — down 1% from $26B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new TTD positions and 105 closed out — a net gain of 37 holders — while 351 added to existing stakes and 301 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.37B. The largest seller was Baillie Gifford & Co, cutting an estimated $273M.

  • 925 institutional investors held Trade Desk (TTD) as of Q4 2023, up from 896 in Q3 2023.
  • Funds reported $25.7B of Trade Desk stock for Q4 2023, down 1% quarter-over-quarter.
  • 142 funds opened new Trade Desk positions in Q4 2023 and 105 closed out, a net change of +37 holders.
  • The largest Trade Desk buyer in Q4 2023 was Morgan Stanley, an estimated $1.37B added.
  • The largest Trade Desk seller in Q4 2023 was Baillie Gifford & Co, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2023.