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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$145M -$854K -11,627 -0.6%
Legal & General Group
27
Legal & General Group
United Kingdom
$143M -$26.5M -360,339 -15%
BAMCO Inc
28
BAMCO Inc
New York
$139M +$5.84M +79,453 +4%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$132M +$32.2M +438,733 +31%
Bank of America
30
Bank of America
North Carolina
$129M -$14.3M -194,022 -10%
Ameriprise
31
Ameriprise
Minnesota
$123M -$13.2M -179,506 -10%
Charles Schwab
32
Charles Schwab
California
$117M +$3.77M +51,346 +3%
EAM
33
Eagle Asset Management
Florida
$109M +$18.3M +249,635 +20%
TG
34
TCW Group
California
$109M -$8.62M -117,367 -7%
Wells Fargo
35
Wells Fargo
California
$108M +$1.46M +19,839 +1%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$106M +$923K +12,569 +0.9%
Victory Capital Management
37
Victory Capital Management
Texas
$105M +$48.4M +659,337 +82%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$105M -$22.6M -307,011 -17%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$104M +$2.92M +39,712 +3%
American Century Companies
40
American Century Companies
Missouri
$100M -$12.3M -167,534 -11%
Swiss National Bank
41
Swiss National Bank
Switzerland
$100M -$2.62M -35,600 -2%
LWCFA
42
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97.8M -$319K -4,345 -0.3%
N
43
Nuveen
North Carolina
$96.1M -$9.74M -132,575 -9%
EAM
44
Eventide Asset Management
Massachusetts
$74.2M +$1.34M +18,247 +2%
WJWM
45
Williams Jones Wealth Management
New York
$70.7M -$316K -4,301 -0.4%
PCH
46
Polar Capital Holdings
United Kingdom
$70M +$71.4M +972,428 New
CAM
47
Congress Asset Management
Massachusetts
$69M +$8.28M +112,769 +13%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$65.7M +$1.32M +18,021 +2%
First Trust Advisors
49
First Trust Advisors
Illinois
$64.3M +$12.1M +165,316 +23%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$61.4M +$17.6M +239,675 +39%

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.