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Trade Desk

775 hedge funds and large institutions have $20.7B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 279 increasing their positions, 259 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 78

37% more capital invested

Capital invested by funds: $15.1B → $20.7B (+$5.58B)

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

5% more funds holding

Funds holding: 737775 (+38)

8% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 259

0.44% more ownership

Funds ownership: 75.4%75.84% (+0.44%)

21% less call options, than puts

Call options by funds: $655M | Put options by funds: $827M

Holders
775
Holders Change
+38
Holders Change %
+5.16%
% of All Funds
12.35%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
128
Increased
279
Reduced
259
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
301
Luther King Capital Management (LKCM)
Texas
$1.4M
CB
302
Commerce Bank
Missouri
$1.38M +$170K +3,197 +16%
Vontobel Holding
303
Vontobel Holding
Switzerland
$1.38M +$221K +4,148 +22%
SWM
304
Spire Wealth Management
Virginia
$1.38M +$150K +2,815 +14%
Corient Private Wealth
305
Corient Private Wealth
Florida
$1.37M +$55.1K +1,035 +5%
EGM
306
Engineers Gate Manager
New York
$1.36M -$43.5K -817 -4%
FHA
307
Flagship Harbor Advisors
Massachusetts
$1.34M +$16.2K +304 +1%
WS
308
Wedbush Securities
California
$1.34M -$7.72K -145 -0.7%
CG
309
Cutler Group
California
$1.33M -$471K -8,848 -29%
CTC (Chicago Trading Company)
310
CTC (Chicago Trading Company)
Illinois
$1.28M +$1.14M +21,329 New
Wealthfront Advisers
311
Wealthfront Advisers
California
$1.28M +$567K +10,658 +103%
EDRH
312
Edmond de Rothschild Holding
Switzerland
$1.28M +$1.09M +20,521 +4,284%
GWMIA
313
Global Wealth Management Investment Advisory
Florida
$1.27M -$25.6K -481 -2%
Franklin Resources
314
Franklin Resources
California
$1.27M +$192K +3,599 +21%
Arrowstreet Capital
315
Arrowstreet Capital
Massachusetts
$1.26M -$12.1M -227,865 -92%
AWS
316
Atria Wealth Solutions
New York
$1.26M +$219K +4,122 +25%
G
317
GenTrust
Florida
$1.25M
PFWA
318
Paces Ferry Wealth Advisors
Georgia
$1.24M +$1.01K +19 +0.1%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$165K +3,106 +18%
ZCM
320
Zenyatta Capital Management
Delaware
$1.22M +$1.06M +20,000 New
CTC
321
Central Trust Company
Missouri
$1.21M
SS
322
Simplicity Solutions
Minnesota
$1.21M +$1.05M +19,801 New
SI
323
Stephens Inc
Arkansas
$1.2M +$16.2K +304 +2%
VFA
324
Values First Advisors
Tennessee
$1.16M +$245K +4,595 +32%
BA
325
Bristlecone Advisors
Washington
$1.15M +$67.1K +1,260 +7%