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Trade Desk

896 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 328 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

4% more funds holding

Funds holding: 859896 (+37)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

0% more call options, than puts

Call options by funds: $794M | Put options by funds: $792M

1% less capital invested

Capital invested by funds: $26.1B → $26B (-$142M)

2% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 328

1.62% less ownership

Funds ownership: 76.02%74.39% (-1.6%)

Holders
896
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
14.22%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
122
Increased
321
Reduced
328
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
576
Baldwin Wealth Partners
Massachusetts
$398K
YCM
577
Yousif Capital Management
Michigan
$396K +$14.6K +180 +4%
RIL
578
Rothschild Investment LLC
Illinois
$395K +$8.09K +100 +2%
NB
579
Norinchukin Bank
Japan
$392K +$406K +5,020 New
BPA
580
Beacon Pointe Advisors
California
$392K +$107K +1,327 +36%
MC
581
Moors & Cabot
Massachusetts
$392K +$1.94K +24 +0.5%
ECM
582
EMC Capital Management
Texas
$391K +$373K +4,618 +1,209%
CNB
583
Camden National Bank
Maine
$391K
MYAM
584
Meiji Yasuda Asset Management
Japan
$388K +$68.7K +850 +21%
IWM
585
IHT Wealth Management
Illinois
$387K -$1.94K -24 -0.5%
HFM
586
Harvest Fund Management
China
$387K +$253K +3,126 +171%
FAIM
587
Financial Advocates Investment Management
Washington
$385K +$19.6K +243 +5%
HIMC
588
Heritage Investors Management Corp
Maryland
$383K
HWM
589
HB Wealth Management
Georgia
$383K +$22.2K +275 +6%
AFO
590
Arrowroot Family Office
California
$379K -$293K -3,622 -43%
CI
591
Cigna Investments
Connecticut
$369K
RJT
592
Raymond James Trust
Florida
$368K +$11.9K +147 +3%
FPCG
593
Fort Pitt Capital Group
Pennsylvania
$368K +$381K +4,714 New
PGWM
594
Parisi Gray Wealth Management
New Jersey
$368K +$2.99K +37 +0.8%
GAM
595
Grandview Asset Management
Pennsylvania
$361K
TCM
596
Traynor Capital Management
Pennsylvania
$358K +$77.6K +960 +27%
MFA
597
Mayflower Financial Advisors
Massachusetts
$357K -$2.35K -29 -0.6%
AC
598
Apella Capital
Connecticut
$357K +$369K +4,567 New
CSPIA
599
Cary Street Partners Investment Advisory
Virginia
$356K -$15.4K -190 -4%
BWP
600
Balboa Wealth Partners
Arizona
$352K +$365K +4,510 New

TTD Hedge Fund Activity: Q3 2023 in Review

896 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2023, worth a combined $26B — down 0.54% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new TTD positions and 76 closed out — a net gain of 46 holders — while 321 added to existing stakes and 328 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was Morgan Stanley, cutting an estimated $475M.

  • 896 institutional investors held Trade Desk (TTD) as of Q3 2023, up from 859 in Q2 2023.
  • Funds reported $26B of Trade Desk stock for Q3 2023, down 0.54% quarter-over-quarter.
  • 122 funds opened new Trade Desk positions in Q3 2023 and 76 closed out, a net change of +46 holders.
  • The largest Trade Desk buyer in Q3 2023 was Citadel Advisors, an estimated $237M added.
  • The largest Trade Desk seller in Q3 2023 was Morgan Stanley, an estimated $475M sold.

Based on aggregated 13F filings for Q3 2023.