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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
SI
301
Shaker Investments
Ohio
$2.34M +$2.13K +29 +0.1%
BIP
302
Bouvel Investment Partners
Pennsylvania
$2.3M +$6.02K +82 +0.3%
BCI
303
Brinker Capital Investments
Pennsylvania
$2.29M -$120K -1,631 -5%
OPS
304
Orion Portfolio Solutions
Nebraska
$2.29M -$120K -1,631 -5%
VMPIC
305
Varma Mutual Pension Insurance Co
Finland
$2.28M +$2.33M +31,697 New
PAG
306
Private Advisor Group
New Jersey
$2.26M -$304K -4,133 -12%
SCA
307
Snowden Capital Advisors
New York
$2.24M -$143K -1,943 -6%
APG Asset Management
308
APG Asset Management
Netherlands
$2.24M -$5.47M -74,400 -68%
VA
309
Vident Advisory
Georgia
$2.22M +$122K +1,665 +6%
Nomura Holdings
310
Nomura Holdings
Japan
$2.22M +$737K +10,036 +48%
HHGC
311
Hunting Hill Global Capital
New York
$2.18M
AWP
312
Ascent Wealth Partners
New York
$2.18M +$829K +11,286 +60%
ETCM
313
Evolutionary Tree Capital Management
Virginia
$2.12M +$20.5K +279 +1%
MCC
314
Malaga Cove Capital
California
$2.07M +$12.7K +173 +0.6%
Mackenzie Financial
315
Mackenzie Financial
Ontario, Canada
$2.01M -$40.3K -548 -2%
LSPW
316
Lake Street Private Wealth
Illinois
$1.98M +$1.03M +14,000 +103%
AWS
317
Atria Wealth Solutions
New York
$1.96M +$49K +667 +3%
EP
318
Edgestream Partners
New Jersey
$1.96M +$2M +27,231 New
AWM
319
Apollon Wealth Management
South Carolina
$1.94M +$175K +2,379 +10%
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$1.93M +$235K +3,202 +14%
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$83.5K +1,136 +4%
MIM
322
MetLife Investment Management
New Jersey
$1.92M -$27K -367 -1%
DRS
323
Deane Retirement Strategies
Louisiana
$1.89M +$1.08M +14,662 +127%
Pacer Advisors
324
Pacer Advisors
Pennsylvania
$1.87M -$8.67K -118 -0.5%
AA
325
ALPS Advisors
Colorado
$1.86M +$137K +1,868 +8%

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.