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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
CP
351
CenterBook Partners
Connecticut
$1.45M +$1.49M +20,219 New
SI
352
Stephens Inc
Arkansas
$1.44M +$23K +313 +2%
ZIG
353
Zuckerman Investment Group
Illinois
$1.44M +$1.47M +20,000 New
PFWA
354
Paces Ferry Wealth Advisors
Georgia
$1.44M
GS
355
GTS Securities
New York
$1.44M +$1.47M +19,960 New
BFEC
356
Benjamin F. Edwards & Company
Missouri
$1.43M +$335K +4,561 +30%
Prudential Financial
357
Prudential Financial
New Jersey
$1.42M -$4.02M -54,750 -73%
GWSG
358
GPS Wealth Strategies Group
Colorado
$1.42M +$164K +2,232 +13%
AAS
359
Avantax Advisory Services
Texas
$1.39M +$116K +1,578 +9%
IFG
360
Independent Financial Group
California
$1.36M +$447K +6,088 +48%
WA
361
Wealth Alliance
New York
$1.35M +$68.3K +929 +5%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$131K +1,778 +11%
BA
363
Bristlecone Advisors
Washington
$1.35M -$40.6K -553 -3%
EDRH
364
Edmond de Rothschild Holding
Switzerland
$1.34M +$166K +2,255 +14%
PWSG
365
Pacific Wealth Strategies Group
California
$1.34M -$22.7K -309 -2%
IHL
366
Investment House LLC
California
$1.33M -$142K -1,936 -9%
Pathstone Holdings
367
Pathstone Holdings
New Jersey
$1.32M +$1.28M +17,359 New
UCFA
368
United Capital Financial Advisors
Texas
$1.32M -$288K -3,917 -18%
EFG
369
Everhart Financial Group
Ohio
$1.31M +$179K +2,432 +15%
CAPTRUST Financial Advisors
370
CAPTRUST Financial Advisors
North Carolina
$1.29M +$233K +3,175 +22%
ECM
371
ExodusPoint Capital Management
New York
$1.26M +$1.29M +17,553 New
AI
372
AXS Investments
New York
$1.26M -$107K -1,450 -8%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$1.24M +$306K +4,169 +32%
AFP
374
Ausdal Financial Partners
Iowa
$1.23M -$294 -4 -0%
VF
375
Virtu Financial
New York
$1.23M +$1.25M +17,055 New

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.