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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
QT
526
Quantbot Technologies
New York
$501K +$78K +1,061 +18%
TSWM
527
Tyler-Stone Wealth Management
Ohio
$500K -$36.7K -500 -7%
VFA
528
Valeo Financial Advisors
Indiana
$495K +$62.4K +849 +14%
OTL
529
Oak Thistle LLC
New York
$494K +$505K +6,869 New
O
530
Ossiam
France
$494K +$51.9K +706 +11%
GAG
531
GM Advisory Group
New York
$493K +$1.84K +25 +0.4%
SC
532
Sapient Capital
Indiana
$491K +$501K +6,825 New
EWA
533
EP Wealth Advisors
California
$488K +$36.9K +502 +8%
AAS
534
Annex Advisory Services
Wisconsin
$485K +$495K +6,735 New
SRAM
535
Spouting Rock Asset Management
Pennsylvania
$481K -$126K -1,716 -20%
RG
536
Rathbones Group
United Kingdom
$479K -$24.2K -329 -5%
VHAM
537
Van Hulzen Asset Management
California
$476K +$91.8K +1,250 +23%
MAS
538
Meeder Advisory Services
Ohio
$473K -$5K -68 -1%
TSS
539
Two Sigma Securities
New York
$473K +$483K +6,576 New
NSAM
540
North Star Asset Management
Wisconsin
$468K
QCM
541
Quantinno Capital Management
New York
$468K -$250K -3,404 -34%
AA
542
Altrafin AG
$464K
BC
543
Bridgefront Capital
Texas
$456K +$259K +3,526 +125%
9WM
544
9258 Wealth Management
Ohio
$443K +$4.92K +67 +1%
RWB
545
RMR Wealth Builders
New Jersey
$440K -$10.6K -144 -2%
HWA
546
HHM Wealth Advisors
Tennessee
$439K
VFA
547
Voya Financial Advisors
Connecticut
$437K +$441 +6 +0.1%
AG
548
Algert Global
California
$436K -$51.4K -700 -10%
CFGS
549
Concourse Financial Group Securities
Alabama
$434K -$281K -3,829 -39%
BC
550
Broadwater Capital
Massachusetts
$432K +$441K +6,000 New

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.