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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
DS
451
DRW Securities
Illinois
$750K +$765K +10,419 New
MOS
452
MGO One Seven
Ohio
$748K +$28.4K +386 +4%
EW
453
Enzi Wealth
Texas
$746K -$135K -1,835 -15%
IMCOOI
454
Investment Management Corp of Ontario (IMCO)
Canada
$746K +$761K +10,364 New
BCM
455
Bayesian Capital Management
New York
$742K +$758K +10,312 New
AGWCA
456
Annis Gardner Whiting Capital Advisors
Florida
$737K +$54.4K +740 +8%
RFN
457
Redwood Financial Network
Ohio
$736K
TFS
458
Thoroughbred Financial Services
Tennessee
$735K -$169K -2,307 -18%
IC
459
IEQ Capital
California
$733K +$64.6K +879 +9%
IFWM
460
Institute for Wealth Management
Colorado
$731K -$2.35K -32 -0.3%
KeyBank National Association
461
KeyBank National Association
Ohio
$731K -$14.4K -196 -2%
HPC
462
HM Payson & Co
Maine
$724K
IIA
463
IPG Investment Advisors
California
$723K +$738K +10,050 New
Vontobel Holding
464
Vontobel Holding
Switzerland
$719K -$7.57K -103 -1%
BB
465
Bell Bank
North Dakota
$705K -$65.2K -887 -8%
HFS
466
Hantz Financial Services
Michigan
$703K +$58.6K +797 +9%
William Blair & Company
467
William Blair & Company
Illinois
$693K -$103K -1,400 -13%
LFAS
468
Level Four Advisory Services
Texas
$683K +$100K +1,365 +17%
WFC
469
Western Financial Corp
California
$678K +$97K +1,320 +16%
C
470
Certuity
Florida
$676K +$19K +259 +3%
VI
471
Vestcor Inc
New Brunswick, Canada
$671K -$6.91K -94 -1%
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$669K +$11K +150 +2%
SP
473
Stablepoint Partners
Massachusetts
$659K +$672K +9,151 New
SFS
474
Stiles Financial Services
Minnesota
$654K -$34.9K -475 -5%
S
475
SignatureFD
Georgia
$651K -$21.3K -290 -3%

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.