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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
AC
651
Abbrea Capital
California
$270K
DACG
652
Donor Advised Charitable Giving
California
$270K
PA
653
PSI Advisors
Florida
$270K +$74.4K +920 +36%
BWM
654
Baron Wealth Management
Michigan
$270K +$279K +3,449 New
MLM
655
Mount Lucas Management
Pennsylvania
$268K -$35.8K -443 -11%
FFM
656
Forum Financial Management
Illinois
$267K +$43.5K +538 +19%
LCWP
657
Legacy Capital Wealth Partners
Arkansas
$264K +$273K +3,380 New
WPC
658
Wedmont Private Capital
Pennsylvania
$262K +$53.7K +664 +27%
CGH
659
Crossmark Global Holdings
Texas
$262K -$5.42K -67 -2%
PA
660
PFG Advisors
Arizona
$260K +$5.42K +67 +2%
AC
661
ASB Consultores
Florida
$260K -$300K -3,713 -53%
HNB
662
Huntington National Bank
Ohio
$258K -$109K -1,348 -29%
BAM
663
Belpointe Asset Management
Nevada
$257K -$31.3K -387 -11%
Bank of Nova Scotia
664
Bank of Nova Scotia
Ontario, Canada
$257K +$266K +3,284 New
CWM
665
Centurion Wealth Management
Virginia
$256K +$265K +3,276 New
GCP
666
Gill Capital Partners
Colorado
$254K -$78.3K -969 -23%
UM
667
UniSuper Management
Australia
$250K
MWM
668
Modera Wealth Management
New Jersey
$250K -$195K -2,408 -43%
LA
669
Lane & Associates
New Jersey
$248K +$13.7K +170 +6%
GG
670
Golden Green
South Carolina
$245K -$4.04K -50 -2%
OFG
671
Oxford Financial Group
Indiana
$238K +$246K +3,044 New
FMLI
672
Fukoku Mutual Life Insurance
Japan
$237K -$29.1K -360 -11%
IFS
673
Ifrah Financial Services
Arkansas
$235K -$1.86K -23 -0.8%
CBA
674
Coastal Bridge Advisors
Connecticut
$234K
CGIM
675
Cannon Global Investment Management
Florida
$234K +$243K +3,000 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.