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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
BWFA
651
Baltimore-Washington Financial Advisors
Maryland
$271K +$70.5K +960 +34%
FWM
652
Focused Wealth Management
New York
$264K -$2.2K -30 -0.8%
FPCP
653
Fort Point Capital Partners
California
$264K +$294 +4 +0.1%
New York State Teachers Retirement System (NYSTRS)
654
New York State Teachers Retirement System (NYSTRS)
New York
$263K +$7.35K +100 +3%
BSW
655
Buckingham Strategic Wealth
Missouri
$263K -$3.53K -48 -1%
SIA
656
Soltis Investment Advisors
Utah
$262K -$2.42K -33 -0.9%
GA
657
Greytown Advisors
Florida
$261K -$1.47K -20 -0.5%
BP
658
Ballentine Partners
Massachusetts
$259K +$59K +803 +29%
TNA
659
True North Advisors
Texas
$259K +$264K +3,595 New
VCA
660
Verdence Capital Advisors
Maryland
$257K +$7.2K +98 +3%
UCB
661
United Community Bank
South Carolina
$255K
CWM
662
Centurion Wealth Management
Virginia
$255K +$19.2K +261 +8%
FFM
663
Forum Financial Management
Illinois
$253K +$7.79K +106 +3%
SP
664
Symmetry Partners
Connecticut
$252K -$292K -3,975 -54%
AFG
665
Alterity Financial Group
Maine
$249K -$31.6K -430 -11%
DACG
666
Donor Advised Charitable Giving
California
$248K
BWM
667
Baron Wealth Management
Michigan
$248K
BAM
668
Belpointe Asset Management
Nevada
$247K +$11.3K +154 +5%
MLM
669
Mount Lucas Management
Pennsylvania
$246K -$147 -2 -0.1%
ICP
670
Interchange Capital Partners
Pennsylvania
$245K +$230K +3,131 New
LCWP
671
Legacy Capital Wealth Partners
Arkansas
$243K
GGA
672
Granite Group Advisors
Connecticut
$242K +$218K +2,973 New
BCM
673
Brookstone Capital Management
Illinois
$241K -$26K -354 -10%
AC
674
Abbrea Capital
California
$241K -$7.35K -100 -3%
TFA
675
Transamerica Financial Advisors
Florida
$241K +$220K +2,998 +861%

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.