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Trade Desk

896 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 328 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

4% more funds holding

Funds holding: 859896 (+37)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

0% more call options, than puts

Call options by funds: $794M | Put options by funds: $792M

1% less capital invested

Capital invested by funds: $26.1B → $26B (-$142M)

2% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 328

1.62% less ownership

Funds ownership: 76.02%74.39% (-1.6%)

Holders
896
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
14.22%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
122
Increased
321
Reduced
328
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
351
Paces Ferry Wealth Advisors
Georgia
$1.56M +$1.54K +19 +0.1%
SI
352
Stephens Inc
Arkansas
$1.54M +$1.05K +13 +0.1%
GWMIA
353
Global Wealth Management Investment Advisory
Florida
$1.53M +$80.4K +995 +5%
SWM
354
Spire Wealth Management
Virginia
$1.51M +$53.9K +667 +4%
BA
355
Bristlecone Advisors
Washington
$1.5M
LTAS
356
Linden Thomas Advisory Services
North Carolina
$1.49M +$443K +5,479 +40%
AWP
357
Ascent Wealth Partners
New York
$1.48M +$485 +6 +0%
PWSG
358
Pacific Wealth Strategies Group
California
$1.48M +$19K +235 +1%
AI
359
AXS Investments
New York
$1.48M +$51.1K +632 +3%
CA
360
Cetera Advisors
Colorado
$1.48M +$310K +3,829 +25%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$1.43M -$81.7K -1,010 -6%
LIP
362
Liontrust Investment Partners
United Kingdom
$1.41M -$1.13M -14,000 -44%
AFA
363
Abacus FCF Advisors
Florida
$1.4M -$39.4K -487 -3%
WA
364
Wealth Alliance
New York
$1.39M -$42K -519 -3%
AAS
365
Avantax Advisory Services
Texas
$1.38M +$585K +7,237 +69%
HF
366
HRT Financial
New York
$1.38M -$52M -643,168 -97%
ECU
367
Eisler Capital (US)
New York
$1.37M +$1.42M +17,560 New
GWSG
368
GPS Wealth Strategies Group
Colorado
$1.37M +$47.2K +584 +3%
TRCT
369
Tower Research Capital (TRC)
New York
$1.37M -$170K -2,100 -11%
N
370
Numerai
California
$1.36M -$604K -7,473 -30%
AIM
371
Aigen Investment Management
New York
$1.36M +$496K +6,135 +55%
AFP
372
Ausdal Financial Partners
Iowa
$1.34M -$29.5K -365 -2%
DA
373
Duality Advisers
Florida
$1.33M -$2.64M -32,681 -66%
ACP
374
Aviance Capital Partners
Florida
$1.33M -$80.9K -1,000 -6%
SFI
375
Siemens Fonds Invest
Germany
$1.33M +$1.37M +16,962 New

TTD Hedge Fund Activity: Q3 2023 in Review

896 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2023, worth a combined $26B — down 0.54% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new TTD positions and 76 closed out — a net gain of 46 holders — while 321 added to existing stakes and 328 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was Morgan Stanley, cutting an estimated $475M.

  • 896 institutional investors held Trade Desk (TTD) as of Q3 2023, up from 859 in Q2 2023.
  • Funds reported $26B of Trade Desk stock for Q3 2023, down 0.54% quarter-over-quarter.
  • 122 funds opened new Trade Desk positions in Q3 2023 and 76 closed out, a net change of +46 holders.
  • The largest Trade Desk buyer in Q3 2023 was Citadel Advisors, an estimated $237M added.
  • The largest Trade Desk seller in Q3 2023 was Morgan Stanley, an estimated $475M sold.

Based on aggregated 13F filings for Q3 2023.