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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
CPIG
551
Chicago Partners Investment Group
Illinois
$420K -$9.77K -133 -2%
CB
552
CNB Bank
Pennsylvania
$420K +$4.78K +65 +1%
HTC
553
Haverford Trust Company
Pennsylvania
$420K -$301K -4,100 -41%
FAIM
554
Financial Advocates Investment Management
Washington
$419K +$65.1K +886 +18%
CAI
555
Capital Advisors Inc
Oklahoma
$416K
CIA
556
Concurrent Investment Advisors
Florida
$416K +$425K +5,781 New
QI
557
Qtron Investments
Massachusetts
$415K +$424K +5,771 New
PA
558
Parallel Advisors
California
$414K +$19.4K +264 +5%
KIA
559
Knollwood Investment Advisory
Maryland
$414K +$422K +5,750 New
YMRC
560
Yorktown Management & Research Company
Virginia
$410K
AWA
561
Arete Wealth Advisors
Illinois
$410K +$418K +5,694 New
SWP
562
Stratos Wealth Partners
Ohio
$408K -$10.2K -139 -2%
LCM
563
LCM Capital Management
Illinois
$407K
GKWIM
564
Gerber Kawasaki Wealth & Investment Management
California
$404K +$1.03K +14 +0.2%
FA
565
FDx Advisors
Illinois
$398K +$77.5K +1,055 +24%
PS
566
Principal Securities
Iowa
$397K +$405K +5,512 New
MCM
567
MAI Capital Management
Ohio
$396K -$14.2K -193 -3%
CPL
568
CAP Partners LLC
Tennessee
$396K +$404K +5,505 New
Acadian Asset Management
569
Acadian Asset Management
Massachusetts
$396K -$4.58M -62,295 -92%
RWM
570
Ritholtz Wealth Management
New York
$395K +$147K +1,997 +57%
DI
571
DDFG Inc
California
$389K
AC
572
Avestar Capital
New York
$388K +$13.4K +183 +4%
HWM
573
HB Wealth Management
Georgia
$388K +$36.7K +500 +10%
P
574
Pitcairn
Pennsylvania
$388K -$661 -9 -0.2%
PCG
575
Prosperity Consulting Group
Maryland
$388K +$396K +5,387 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.