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Trade Desk

869 hedge funds and large institutions have $28.2B invested in Trade Desk in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 61

59% more funds holding in top 10

Funds holding in top 10: 1727 (+10)

39% more capital invested

Capital invested by funds: $20.3B → $28.2B (+$7.95B)

15% more funds holding

Funds holding: 754869 (+115)

3.61% more ownership

Funds ownership: 67.12%70.72% (+3.6%)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

16% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.65B

Holders
869
Holders Change
+115
Holders Change %
+15.25%
% of All Funds
13.37%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.42%
New
190
Increased
284
Reduced
292
Closed
61
Calls
$1.39B
Puts
$1.65B
Net Calls
-$263M
Net Calls Change
-$273M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
376
M&T Bank
New York
$1.21M +$7.71K +88 +0.7%
Balyasny Asset Management
377
Balyasny Asset Management
Illinois
$1.18M +$1.13M +12,883 New
EFG
378
Everhart Financial Group
Ohio
$1.17M -$398K -4,540 -26%
SPIA
379
Steward Partners Investment Advisory
New York
$1.16M +$365K +4,166 +49%
MMPW
380
Mitchell McLeod Pugh & Williams
Alabama
$1.15M
AF
381
Advisornet Financial
Minnesota
$1.15M +$114K +1,300 +12%
FB
382
Fulton Bank
Pennsylvania
$1.13M +$49.4K +564 +5%
RIM
383
Redpoint Investment Management
Australia
$1.13M
CFMC
384
Curbstone Financial Management Corp
New Hampshire
$1.12M -$48.2K -550 -4%
TPWM
385
Twelve Points Wealth Management
Massachusetts
$1.12M +$1.07M +12,196 New
CA
386
Cetera Advisors
Colorado
$1.11M -$763K -8,706 -42%
IWC
387
Integrated Wealth Concepts
Massachusetts
$1.08M +$47.2K +539 +5%
SWP
388
Stratos Wealth Partners
Ohio
$1.07M -$143K -1,627 -12%
GWMIA
389
Global Wealth Management Investment Advisory
Florida
$1.06M +$462K +5,275 +84%
AWM
390
Avitas Wealth Management
California
$1.05M -$197K -2,244 -16%
SS
391
Sunbelt Securities
Texas
$1.04M -$90.7K -1,036 -7%
AA
392
Altrafin AG
$1.03M +$983K +11,224 New
WG
393
Winton Group
United Kingdom
$1.03M +$77.3K +883 +9%
KFS
394
Kaizen Financial Strategies
California
$1.02M +$524K +5,984 +116%
CNWM
395
Clay Northam Wealth Management
California
$1.02M +$974K +11,120 New
PAM
396
Panagora Asset Management
Massachusetts
$992K -$149K -1,700 -14%
Acadian Asset Management
397
Acadian Asset Management
Massachusetts
$985K +$520K +5,938 +123%
VFA
398
Values First Advisors
Tennessee
$972K +$82.8K +945 +10%
BA
399
Bridgewater Advisors
New York
$965K -$348K -3,975 -27%
GWM
400
Geneos Wealth Management
Colorado
$942K +$8.76K +100 +1%

TTD Hedge Fund Activity: Q4 2021 in Review

869 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2021, worth a combined $28.2B — up 39% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new TTD positions and 61 closed out — a net gain of 129 holders — while 284 added to existing stakes and 292 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $536M. The largest seller was Norges Bank, cutting an estimated $109M.

  • 869 institutional investors held Trade Desk (TTD) as of Q4 2021, up from 754 in Q3 2021.
  • Funds reported $28.2B of Trade Desk stock for Q4 2021, up 39% quarter-over-quarter.
  • 190 funds opened new Trade Desk positions in Q4 2021 and 61 closed out, a net change of +129 holders.
  • The largest Trade Desk buyer in Q4 2021 was Morgan Stanley, an estimated $536M added.
  • The largest Trade Desk seller in Q4 2021 was Norges Bank, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.