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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
PCMH
501
Polymer Capital Management (HK)
Hong Kong
$561K +$573K +7,800 New
PA
502
Procyon Advisors
Connecticut
$561K -$143K -1,944 -20%
CAG
503
Csenge Advisory Group
Florida
$556K +$59.1K +805 +12%
WMA
504
Wealth Management Associates
New Jersey
$551K -$3.75K -51 -0.7%
SM
505
STF Management
Texas
$550K +$31.7K +432 +6%
Empower Advisory Group
506
Empower Advisory Group
Colorado
$548K +$95.7K +1,302 +21%
AWM
507
Atticus Wealth Management
Florida
$544K -$26.6K -362 -5%
HCA
508
Harbor Capital Advisors
Illinois
$540K +$99.3K +1,352 +22%
PTC
509
Private Trust Company
Ohio
$540K +$367 +5 +0.1%
CL
510
Choreo LLC
Illinois
$539K +$11.6K +158 +2%
MYIA
511
Mount Yale Investment Advisors
Colorado
$537K -$298K -4,054 -35%
SWM
512
SeaCrest Wealth Management
New York
$531K +$92.2K +1,255 +19%
SPIA
513
Steward Partners Investment Advisory
New York
$522K +$58.6K +798 +12%
OCPWS
514
One Charles Private Wealth Services
Massachusetts
$520K -$73.5K -1,000 -12%
MGP
515
Metis Global Partners
California
$520K -$76.8K -1,046 -13%
AFA
516
Arlington Financial Advisors
California
$519K +$220K +3,000 +71%
LIM
517
Loudon Investment Management
New Hampshire
$518K
RWMG
518
Redwood Wealth Management Group
New Jersey
$517K -$88.9K -1,210 -14%
FCH
519
Freestone Capital Holdings
Washington
$511K +$522K +7,105 New
JSC
520
Jackson Square Capital
California
$511K +$22K +300 +4%
GHA
521
Granite Harbor Advisors
Texas
$509K
GLA
522
Great Lakes Advisors
Illinois
$507K +$53.2K +724 +11%
FRM
523
Fox Run Management
Connecticut
$507K +$517K +7,039 New
MC
524
Mathes Company
New York
$504K
EA
525
Emerald Advisers
Pennsylvania
$503K -$9.26K -126 -2%

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.