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Trade Desk

689 hedge funds and large institutions have $13.8B invested in Trade Desk in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 251 increasing their positions, 257 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 73.14%74.68% (+1.5%)

4% more call options, than puts

Call options by funds: $568M | Put options by funds: $547M

2% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 257

12% less funds holding

Funds holding: 782689 (-93)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

37% less capital invested

Capital invested by funds: $22B → $13.8B (-$8.16B)

51% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 156

Holders
689
Holders Change
-93
Holders Change %
-11.89%
% of All Funds
11.61%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.25%
New
76
Increased
251
Reduced
257
Closed
156
Calls
$568M
Puts
$547M
Net Calls
+$21.4M
Net Calls Change
+$97.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Clearstead Advisors
Ohio
$16K -$4.93K -90 -19%
CWA
602
Clearview Wealth Advisors
Oregon
$16K -$1.31K -24 -6%
HR
603
Howe & Rusling
New York
$15K +$19.7K +360 New
VVP
604
Venture Visionary Partners
Ohio
$14.4K +$18.8K +344 New
TPCW
605
TD Private Client Wealth
New York
$14.1K -$219 -4 -1%
TFM
606
TFC Financial Management
Massachusetts
$14K -$18.1K -330 -50%
WWP
607
WR Wealth Planners
Missouri
$13.2K
SFG
608
Steward Financial Group
Texas
$13K -$767 -14 -4%
CWM
609
Curi Wealth Management
North Carolina
$13K
FMTCOCP
610
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
ST
611
Smithfield Trust
Pennsylvania
$13K
Bessemer Group
612
Bessemer Group
New Jersey
$13K +$17K +310 New
FMP
613
Financial Management Professionals
Texas
$12K -$1.64K -30 -9%
SA
614
SRH Advisors
Kansas
$12K
PMFA
615
Plante Moran Financial Advisors
Michigan
$12K +$1.64K +30 +12%
CAC
616
Core Alternative Capital
Georgia
$11K +$2.35K +43 +19%
CA
617
Crewe Advisors
Utah
$11K +$13.9K +253 New
PCG
618
Private Capital Group
Connecticut
$10K +$219 +4 +2%
AWM
619
Activest Wealth Management
Florida
$10K +$8.6K +157 +176%
PB
620
Pinnacle Bancorp
Nebraska
$9K
BC
621
Bartlett & Co
Ohio
$9K +$11.7K +213 New
BCWM
622
Bartlett & Co Wealth Management
Ohio
$8.92K +$11.7K +213 New
GEA
623
Glen Eagle Advisors
New Jersey
$8.38K
AIP
624
Ameritas Investment Partners
Nebraska
$8K -$11K -200 -50%
GWS
625
Glassman Wealth Services
Virginia
$8K -$5.53K -101 -36%

TTD Hedge Fund Activity: Q2 2022 in Review

689 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q2 2022, worth a combined $13.8B — down 37% from $22B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of TTD and 76 opened new positions — a net loss of 80 holders — while 257 trimmed existing stakes and 251 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $277M. The largest seller was Baillie Gifford & Co, cutting an estimated $255M.

  • 689 institutional investors held Trade Desk (TTD) as of Q2 2022, down from 782 in Q1 2022.
  • Funds reported $13.8B of Trade Desk stock for Q2 2022, down 37% quarter-over-quarter.
  • 76 funds opened new Trade Desk positions in Q2 2022 and 156 closed out, a net change of -80 holders.
  • The largest Trade Desk buyer in Q2 2022 was T. Rowe Price Associates, an estimated $277M added.
  • The largest Trade Desk seller in Q2 2022 was Baillie Gifford & Co, an estimated $255M sold.

Based on aggregated 13F filings for Q2 2022.