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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
RIL
576
Rothschild Investment LLC
Illinois
$375K +$11.8K +160 +3%
YCM
577
Yousif Capital Management
Michigan
$374K +$9.77K +133 +3%
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$367K +$40.4K +550 +12%
BWP
579
Baldwin Wealth Partners
Massachusetts
$366K
AC
580
Apella Capital
Connecticut
$363K +$54.1K +736 +16%
AWM
581
Axxcess Wealth Management
California
$362K +$369K +5,026 New
ECM
582
EMC Capital Management
Texas
$360K
MYAM
583
Meiji Yasuda Asset Management
Japan
$358K
PFA
584
Pure Financial Advisors
California
$358K +$365K +4,969 New
CNB
585
Camden National Bank
Maine
$355K -$4.7K -64 -1%
HIMC
586
Heritage Investors Management Corp
Maryland
$353K
MWM
587
Mattern Wealth Management
Kansas
$352K +$36.7K +500 +11%
V
588
ViaWealth
Kansas
$350K +$147K +2,000 +70%
GVAG
589
Great Valley Advisor Group
Delaware
$348K -$73K -993 -17%
IWM
590
IHT Wealth Management
Illinois
$348K -$8.96K -122 -2%
AFO
591
Arrowroot Family Office
California
$346K -$3.89K -53 -1%
FPCG
592
Fort Pitt Capital Group
Pennsylvania
$342K +$2.57K +35 +0.7%
CI
593
Cigna Investments
Connecticut
$340K
TCM
594
Traynor Capital Management
Pennsylvania
$336K +$6.69K +91 +2%
GAM
595
Grandview Asset Management
Pennsylvania
$332K
AC
596
AXQ Capital
New Jersey
$331K -$287K -3,900 -46%
ACI
597
Alpha Cubed Investments
California
$331K -$95.5K -1,300 -22%
DAM
598
Derbend Asset Management
Georgia
$330K +$132K +1,795 +64%
OIA
599
OneDigital Investment Advisors
Kansas
$325K -$377K -5,127 -53%
MA
600
Mutual Advisors
Nebraska
$324K +$11.5K +156 +4%

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.