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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
SA
426
Strategic Advocates
Utah
$904K +$98.7K +1,343 +12%
SGAM
427
Smith Group Asset Management
Texas
$895K +$914K +12,440 New
CRWM
428
Castle Rock Wealth Management
California
$864K +$3.45K +47 +0.4%
DA
429
Duality Advisers
Florida
$860K -$376K -5,114 -30%
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$860K -$19.6K -267 -2%
CAM
431
Concorde Asset Management
Michigan
$855K -$24.4K -332 -3%
BFG
432
Bleakley Financial Group
New Jersey
$850K -$23.4K -319 -3%
SS
433
Simplicity Solutions
Minnesota
$845K -$23.4K -319 -3%
PI
434
PGGM Investments
Netherlands
$844K -$210K -2,855 -20%
GAM
435
Gotham Asset Management
New York
$842K +$290K +3,949 +51%
WSTAM
436
Wilbanks Smith & Thomas Asset Management
Virginia
$838K +$855K +11,640 New
VWA
437
Visionary Wealth Advisors
Illinois
$835K +$165K +2,249 +24%
SPA
438
Sherbrooke Park Advisers
New York
$834K +$464K +6,319 +120%
DTL
439
Dynamic Technology Lab
Singapore
$829K +$846K +11,517 New
LSA
440
Leonteq Securities AG
Switzerland
$824K +$312K +4,246 +59%
SFS
441
Sowell Financial Services
Arkansas
$820K +$837K +11,392 New
VFA
442
Values First Advisors
Tennessee
$819K +$22.3K +304 +3%
GCM
443
Greenland Capital Management
New York
$811K +$828K +11,274 New
TMAM
444
Tokio Marine Asset Management
Japan
$803K +$56.1K +763 +7%
DPAM
445
Degroof Petercam Asset Management
Belgium
$792K +$808K +11,000 New
ARG
446
Advisory Resource Group
Oklahoma
$779K +$106K +1,446 +15%
EF
447
Empowered Funds
Pennsylvania
$774K +$77.2K +1,051 +11%
XT
448
XTX Topco
Cayman Islands
$771K +$80.2K +1,092 +11%
AIMCA
449
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$763K
BMSSC
450
B. Metzler seel. Sohn & Co
Germany
$761K -$101K -1,375 -12%

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.