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Trade Desk

590 hedge funds and large institutions have $16.3B invested in Trade Desk in 2020 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 185 increasing their positions, 223 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 59

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

18% more capital invested

Capital invested by funds: $13.8B → $16.3B (+$2.54B)

8% more funds holding

Funds holding: 548590 (+42)

2% more call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.71B

17% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 223

73.04% less ownership

Funds ownership: 829.66%756.61% (-73%)

Holders
590
Holders Change
+42
Holders Change %
+7.66%
% of All Funds
11.9%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.44%
New
103
Increased
185
Reduced
223
Closed
59
Calls
$1.73B
Puts
$1.71B
Net Calls
+$29.3M
Net Calls Change
+$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
526
Quadrant Capital Group
Ohio
$30K -$33.8K -740 -56%
EP
527
Eudaimonia Partners
Tennessee
$30K
SFPG
528
Stonebridge Financial Planning Group
Florida
$30K
HFS
529
HBC Financial Services
Washington
$30K +$9.13K +200 +100%
CHAM
530
Clear Harbor Asset Management
Connecticut
$28.5K +$25.1K +550 New
TCM
531
Tradewinds Capital Management
Washington
$26K -$2.28K -50 -9%
CI
532
CX Institutional
Indiana
$26K +$4.57K +100 +25%
CPW
533
Catalyst Private Wealth
California
$26K +$22.8K +500 New
CLOS
534
Compagnie Lombard Odier SCmA
Switzerland
$26K +$22.8K +500 New
WCG
535
Weaver Consulting Group
California
$26K +$22.8K +500 New
HI
536
Hudock Inc
Pennsylvania
$25K
FFA
537
Founders Financial Alliance
North Carolina
$24K +$21K +460 New
AWA
538
Arkadios Wealth Advisors
Georgia
$23.6K
ADL
539
Asset Dedication LLC
California
$23K +$20.1K +440 New
BCA
540
Berman Capital Advisors
Georgia
$21K
PFO
541
Pathstone Family Office
New Jersey
$21K +$6.85K +150 +60%
CA
542
Clearstead Advisors
Ohio
$21K +$7.76K +170 +71%
SIM
543
Sonora Investment Management
Arizona
$21K +$18.3K +400 New
AIP
544
Ameritas Investment Partners
Nebraska
$20K
LC
545
Lindbrook Capital
California
$20K +$6.85K +150 +63%
BFC
546
Bedel Financial Consulting
Indiana
$18K
CCM
547
Covington Capital Management
California
$18K
PB
548
Pinnacle Bancorp
Nebraska
$17K +$15.1K +330 New
ETC
549
Exchange Traded Concepts
Oklahoma
$16K -$2.74K -60 -16%
BWA
550
BDO Wealth Advisors
Florida
$16K

TTD Hedge Fund Activity: Q3 2020 in Review

590 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2020, worth a combined $16.3B — up 18% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TTD positions and 59 closed out — a net gain of 44 holders — while 185 added to existing stakes and 223 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $204M. The largest seller was Harding Loevner, cutting an estimated $276M.

  • 590 institutional investors held Trade Desk (TTD) as of Q3 2020, up from 548 in Q2 2020.
  • Funds reported $16.3B of Trade Desk stock for Q3 2020, up 18% quarter-over-quarter.
  • 103 funds opened new Trade Desk positions in Q3 2020 and 59 closed out, a net change of +44 holders.
  • The largest Trade Desk buyer in Q3 2020 was Morgan Stanley, an estimated $204M added.
  • The largest Trade Desk seller in Q3 2020 was Harding Loevner, an estimated $276M sold.

Based on aggregated 13F filings for Q3 2020.