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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
DWM
401
Dakota Wealth Management
Florida
$1.11M +$329K +4,073 +40%
A
402
AustralianSuper
Australia
$1.11M -$1.29M -15,920 -53%
IWC
403
Integrated Wealth Concepts
Massachusetts
$1.11M -$22.5K -278 -2%
Tudor Investment Corp
404
Tudor Investment Corp
Connecticut
$1.1M +$1.13M +14,036 New
JMPWA
405
JP Morgan Private Wealth Advisors
California
$1.09M -$911K -11,268 -45%
ET
406
Equitable Trust
Tennessee
$1.08M -$131K -1,618 -10%
SC
407
Savant Capital
Illinois
$1.08M +$1.13K +14 +0.1%
MFAM
408
Motley Fool Asset Management
Virginia
$1.07M +$378K +4,676 +52%
FT
409
Fiduciary Trust
Massachusetts
$1.07M
IMRF
410
Illinois Municipal Retirement Fund
Illinois
$1.06M
AFG
411
Albion Financial Group
Utah
$1.06M +$2.83K +35 +0.3%
PFS
412
Prospera Financial Services
Texas
$1.05M -$3.48K -43 -0.3%
CRWM
413
Castle Rock Wealth Management
California
$1.05M +$1.02M +12,667 New
LSPW
414
Lake Street Private Wealth
Illinois
$1.05M -$970 -12 -0.1%
SFI
415
Susquehanna Fundamental Investments
Pennsylvania
$1.05M -$233K -2,880 -18%
EI
416
Ellevest Inc
New York
$1.05M -$45K -556 -4%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$82.2K +1,017 +8%
LCGC
418
Legacy Capital Group California
California
$1.01M +$19K +235 +2%
IFG
419
Independent Financial Group
California
$999K -$162K -2,008 -14%
EFG
420
Everhart Financial Group
Ohio
$999K +$464K +5,737 +57%
AIP
421
Ameritas Investment Partners
Nebraska
$981K +$999K +12,353 +6,177%
TFS
422
Thoroughbred Financial Services
Tennessee
$979K +$334K +4,127 +49%
EW
423
Enzi Wealth
Texas
$968K -$264K -3,270 -21%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$955K -$2.18K -27 -0.2%
CAM
425
Concorde Asset Management
Michigan
$955K +$436K +5,393 +79%

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.