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Trade Desk

548 hedge funds and large institutions have $13.8B invested in Trade Desk in 2020 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 179 increasing their positions, 141 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 61

122% more capital invested

Capital invested by funds: $6.2B → $13.8B (+$7.58B)

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

27% more funds holding

Funds holding: 430548 (+118)

27% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 141

26.31% more ownership

Funds ownership: 803.35%829.66% (+26%)

3% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.61B

Holders
548
Holders Change
+118
Holders Change %
+27.44%
% of All Funds
11.24%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.35%
New
180
Increased
179
Reduced
141
Closed
61
Calls
$1.56B
Puts
$1.61B
Net Calls
-$51.5M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$20K -$7.84K -260 -34%
HI
502
Hudock Inc
Pennsylvania
$19K
CFG
503
Citizens Financial Group
Rhode Island
$18K -$5.73K -190 -30%
BCA
504
Berman Capital Advisors
Georgia
$17K
PFBT
505
Parkside Financial Bank & Trust
Missouri
$17K +$3.92K +130 +43%
AWA
506
Arkadios Wealth Advisors
Georgia
$16.8K
AIP
507
Ameritas Investment Partners
Nebraska
$16K
CI
508
CX Institutional
Indiana
$16K
CAC
509
Certified Advisory Corp
Florida
$15K -$16.9K -560 -60%
ETC
510
Exchange Traded Concepts
Oklahoma
$15K +$6.33K +210 +131%
CCM
511
Covington Capital Management
California
$14K
BFC
512
Bedel Financial Consulting
Indiana
$14K +$904 +30 +10%
BWA
513
BDO Wealth Advisors
Florida
$12K -$9.04K -300 -50%
ST
514
Smithfield Trust
Pennsylvania
$12K +$8.74K +290 New
SA
515
SRH Advisors
Kansas
$11K +$8.44K +280 New
PIMG
516
Patriot Investment Management Group
Tennessee
$10.2K +$7.54K +250 New
CA
517
Clearstead Advisors
Ohio
$10K -$1.81K -60 -20%
PFO
518
Pathstone Family Office
New Jersey
$10K -$1.51K -50 -17%
SWM
519
Sugarloaf Wealth Management
Georgia
$10K
TPWA
520
TRUE Private Wealth Advisors
Oregon
$10K
LC
521
Lindbrook Capital
California
$10K +$7.24K +240 New
APWM
522
Atlas Private Wealth Management
New York
$9K -$3.02K -100 -32%
HFS
523
HBC Financial Services
Washington
$9K +$6.03K +200 New
Bessemer Group
524
Bessemer Group
New Jersey
$7K +$4.82K +160 New
WB
525
Webster Bank
Connecticut
$7K +$5.13K +170 New