We are live on ! Find out more
TTD icon

Trade Desk

590 hedge funds and large institutions have $16.3B invested in Trade Desk in 2020 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 185 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 59

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more capital invested

Capital invested by funds: $13.8B → $16.3B (+$2.54B)

8% more funds holding

Funds holding: 548590 (+42)

2% more call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.71B

17% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 223

73.04% less ownership

Funds ownership: 829.66%756.61% (-73%)

Holders
590
Holders Change
+42
Holders Change %
+7.66%
% of All Funds
11.9%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.44%
New
103
Increased
185
Reduced
223
Closed
59
Calls
$1.73B
Puts
$1.71B
Net Calls
+$29.3M
Net Calls Change
+$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$620K -$36.5K -800 -6%
FWM
327
Focused Wealth Management
New York
$598K -$53.4K -1,170 -9%
XWM
328
Xcel Wealth Management
Florida
$596K
GC
329
Guggenheim Capital
Illinois
$585K +$89K +1,950 +21%
FPCP
330
Fort Point Capital Partners
California
$577K
S
331
Seeyond
France
$566K +$6.85K +150 +1%
AIG
332
American International Group
New York
$561K -$11.9K -260 -2%
TFA
333
Toth Financial Advisory
Virginia
$558K
VHAM
334
Van Hulzen Asset Management
California
$550K -$54.8K -1,200 -10%
HPC
335
HM Payson & Co
Maine
$550K +$1.83K +40 +0.4%
FWP
336
FAS Wealth Partners
Kansas
$547K -$4.57K -100 -0.9%
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$545K -$292K -6,390 -38%
SWP
338
Stratos Wealth Partners
Ohio
$532K -$71.2K -1,560 -13%
BNP Paribas Asset Management
339
BNP Paribas Asset Management
France
$527K -$4.11K -90 -0.9%
SS
340
Simplicity Solutions
Minnesota
$521K -$563K -12,330 -55%
RIG
341
Roosevelt Investment Group
New York
$519K
LC
342
Lavaca Capital
Texas
$518K +$456K +9,980 New
AWM
343
Avitas Wealth Management
California
$498K +$90.4K +1,980 +26%
PAS
344
Partnervest Advisory Services
California
$493K +$5.02K +110 +1%
Manulife (Manufacturers Life Insurance)
345
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$489K -$2.57M -56,270 -86%
OAM
346
Oppenheimer Asset Management
New York
$486K -$194K -4,250 -31%
OFS
347
OneAscent Financial Services
Alabama
$484K -$32.4K -710 -7%
CW
348
CreativeOne Wealth
Kansas
$483K +$114K +2,490 +37%
ACI
349
Alpha Cubed Investments
California
$475K -$110K -2,410 -21%
KP
350
Keel Point
Alabama
$466K +$410K +8,980 New

TTD Hedge Fund Activity: Q3 2020 in Review

590 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2020, worth a combined $16.3B — up 18% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TTD positions and 59 closed out — a net gain of 44 holders — while 185 added to existing stakes and 223 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $204M. The largest seller was Harding Loevner, cutting an estimated $276M.

  • 590 institutional investors held Trade Desk (TTD) as of Q3 2020, up from 548 in Q2 2020.
  • Funds reported $16.3B of Trade Desk stock for Q3 2020, up 18% quarter-over-quarter.
  • 103 funds opened new Trade Desk positions in Q3 2020 and 59 closed out, a net change of +44 holders.
  • The largest Trade Desk buyer in Q3 2020 was Morgan Stanley, an estimated $204M added.
  • The largest Trade Desk seller in Q3 2020 was Harding Loevner, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2020.