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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
CWM
401
Cornerstone Wealth Management
Missouri
$304K -$2.74K -60 -1%
CAI
402
Capital Advisors Inc
Oklahoma
$299K
SF
403
Synovus Financial
Georgia
$298K
GVAG
404
Great Valley Advisor Group
Delaware
$294K +$256K +5,610 New
CMBA
405
C.M. Bidwell & Associates
Hawaii
$287K -$92.7K -2,030 -27%
SIG
406
Sargent Investment Group
Maryland
$285K -$9.13K -200 -4%
VCA
407
Verdence Capital Advisors
Maryland
$284K -$11.4K -250 -4%
Nisa Investment Advisors
408
Nisa Investment Advisors
Missouri
$283K -$183K -4,000 -42%
PFA
409
Professional Financial Advisors
Nebraska
$283K +$228K +5,000 New
VWA
410
Visionary Wealth Advisors
Illinois
$281K -$15.1K -330 -6%
MAM
411
Meeder Asset Management
Ohio
$277K +$239K +5,240 +5,240%
VIA
412
Vident Investment Advisory
Georgia
$276K -$41.6K -910 -15%
CNB
413
Camden National Bank
Maine
$275K
PGWM
414
Parisi Gray Wealth Management
New Jersey
$272K +$239K +5,240 New
CA
415
Calton & Associates
Florida
$271K -$59.8K -1,310 -20%
RJT
416
Raymond James Trust
Florida
$271K -$33.8K -740 -12%
SWM
417
SeaCrest Wealth Management
New York
$270K +$237K +5,200 New
FAB
418
First American Bank
Illinois
$269K
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$269K +$154K +3,370 +186%
P
420
Pitcairn
Pennsylvania
$268K -$77.6K -1,700 -25%
AC
421
Allstate Corporation
Illinois
$267K -$57.5K -1,260 -20%
IB
422
Intrust Bank
Kansas
$263K -$40.2K -880 -15%
FFS
423
Founders Financial Securities
Maryland
$261K -$279K -6,110 -55%
BWP
424
Baldwin Wealth Partners
Massachusetts
$259K
BFO
425
Boston Family Office
Massachusetts
$259K

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.