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Trade Desk

746 hedge funds and large institutions have $22.4B invested in Trade Desk in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 286 increasing their positions, 230 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

24% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 230

17% more capital invested

Capital invested by funds: $19.2B → $22.4B (+$3.21B)

14% more call options, than puts

Call options by funds: $2.17B | Put options by funds: $1.9B

6% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 115

0% more funds holding

Funds holding: 745746 (+1)

624.83% less ownership

Funds ownership: 692.01%67.18% (-625%)

Holders
746
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
12.99%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
122
Increased
286
Reduced
230
Closed
115
Calls
$2.17B
Puts
$1.9B
Net Calls
+$272M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
676
Clearview Wealth Advisors
Oregon
$29K -$2.56K -40 -10%
TPCW
677
TD Private Client Wealth
New York
$28.5K +$23.5K +368 New
SSB
678
Sandy Spring Bank
Maryland
$27K
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$12.8K +200 +133%
PB
680
Pinnacle Bancorp
Nebraska
$26K
Credit Agricole
681
Credit Agricole
France
$26K +$6.39K +100 +43%
ST
682
Smithfield Trust
Pennsylvania
$25K +$1.28K +20 +7%
CA
683
Clearstead Advisors
Ohio
$24K -$17.8K -278 -47%
FHC
684
First Horizon Corporation
Tennessee
$24K
PMFA
685
Plante Moran Financial Advisors
Michigan
$23K -$12.8K -200 -40%
TWA
686
TCI Wealth Advisors
Arizona
$23K -$1.92K -30 -9%
TCM
687
TD Capital Management
Tennessee
$23K
WOC
688
West Oak Capital
California
$23K +$19.2K +300 New
SA
689
SRH Advisors
Kansas
$22K
AWM
690
Activest Wealth Management
Florida
$21K -$4.03K -63 -19%
WAS
691
Winch Advisory Services
Wisconsin
$19K -$1.28K -20 -8%
CCA
692
Column Capital Advisors
Indiana
$18K +$5.37K +84 +56%
RFA
693
Reilly Financial Advisors
California
$17K +$1.28K +20 +10%
PCG
694
Private Capital Group
Connecticut
$16K -$639 -10 -5%
HWM
695
Holloway Wealth Management
Florida
$16K
MSFP
696
Mark Sheptoff Financial Planning
Connecticut
$16K +$13.4K +210 New
TFIPS
697
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.5K
AL
698
ADE LLC
Maryland
$15K
AP
699
Arlington Partners
Alabama
$15K
LS
700
Leelyn Smith
Illinois
$14K