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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
PGWM
626
Parisi Gray Wealth Management
New Jersey
$294K -$46.3K -630 -13%
SP
627
Systematic Portfolios
New York
$293K +$299K +4,068 New
LNWWM
628
Laird Norton Wetherby Wealth Management
California
$292K -$9.62K -131 -3%
CWM
629
Cornerstone Wealth Management
Missouri
$290K -$8.38K -114 -3%
LA
630
Lane & Associates
New Jersey
$290K +$62.7K +854 +27%
NB
631
Norinchukin Bank
Japan
$288K -$74.3K -1,012 -20%
AWM
632
Aries Wealth Management
Maine
$288K -$4.41K -60 -1%
MIM
633
Montgomery Investment Management
Maryland
$288K
JWM
634
JFG Wealth Management
Colorado
$288K +$294K +4,000 New
JWCA
635
J.W. Cole Advisors
Florida
$286K +$14K +190 +5%
DFCM
636
Dark Forest Capital Management
Puerto Rico
$286K +$292K +3,970 New
BPA
637
Beacon Pointe Advisors
California
$286K -$77K -1,048 -21%
HFM
638
Harvest Fund Management
China
$283K -$74.3K -1,011 -20%
AMCA
639
Arthur M. Cohen & Associates
Illinois
$283K +$34.9K +475 +14%
SWM
640
Shelton Wealth Management
Texas
$282K +$68.2K +928 +31%
AF
641
Allworth Financial
California
$281K +$114K +1,545 +65%
ACMA
642
Arbor Capital Management (Alaska)
Alaska
$277K
ONB
643
Old National Bancorp
Indiana
$277K
GCP
644
Gill Capital Partners
Colorado
$277K +$44.1K +600 +18%
EFM
645
E Fund Management
China
$276K -$27K -368 -9%
PA
646
PSI Advisors
Florida
$276K +$28.7K +390 +11%
EAM
647
Evanson Asset Management
California
$275K +$281K +3,822 New
DC
648
Davenport & Co
Virginia
$275K -$13.9K -189 -5%
BJL
649
Brighton Jones LLC
Washington
$274K -$48.3K -658 -15%
FHA
650
First Horizon Advisors
Tennessee
$273K -$5.8K -79 -2%

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.