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Trade Desk

737 hedge funds and large institutions have $15.1B invested in Trade Desk in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 252 increasing their positions, 263 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $715M | Put options by funds: $626M

9% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 109

0.73% more ownership

Funds ownership: 74.67%75.4% (+0.73%)

1% less funds holding

Funds holding: 741737 (-4)

4% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 263

24% less capital invested

Capital invested by funds: $19.8B → $15.1B (-$4.73B)

45% less funds holding in top 10

Funds holding in top 10: 3117 (-14)

Holders
737
Holders Change
-4
Holders Change %
-0.54%
% of All Funds
11.85%
Holding in Top 10
17
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-45.16%
% of All Funds
0.27%
New
119
Increased
252
Reduced
263
Closed
109
Calls
$715M
Puts
$626M
Net Calls
+$89.1M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Change in
Stake
MPCL
676
My Personal CFO LLC
Washington
$7.13K +$8.06K +159 New
WB
677
Webster Bank
Connecticut
$7K
OLVIG
678
Oliver Lagore Vanvalin Investment Group
Michigan
$6.99K +$710 +14 +10%
RWPA
679
Richard W. Paul & Associates
Michigan
$6.77K +$7.66K +151 New
SIC
680
Salem Investment Counselors
North Carolina
$6.72K
IUHSA
681
Itau Unibanco Holding S.A.
Brazil
$6.63K +$7.5K +148 New
RBC
682
Romano Brothers & Co
Illinois
$6.28K +$7.1K +140 New
HGERS
683
Householder Group Estate & Retirement Specialist
Arizona
$6K
JSAM
684
J. Safra Asset Management
New York
$6K +$7K +138 New
IGWM
685
ICA Group Wealth Management
Colorado
$5.69K +$6.44K +127 New
AWM
686
Avior Wealth Management
Nebraska
$5.6K
FP
687
Financial Perspectives
Minnesota
$5.56K -$2.54K -50 -29%
JWA
688
JFS Wealth Advisors
Pennsylvania
$4.89K -$21K -414 -79%
BLC
689
Brown, Lisle/Cummings
Rhode Island
$4.48K
WAM
690
WFA Asset Management
Wisconsin
$4.48K
GI
691
Gradient Investments
Minnesota
$4.48K +$1.27K +25 +33%
MSCM
692
McElhenny Sheffield Capital Management
Texas
$4.12K +$4.67K +92 New
AA
693
Ancora Advisors
Ohio
$4K -$25.4K -500 -83%
TFGT
694
TS Financial Group (TSFG)
Illinois
$4K
VF
695
VitalStone Financial
Texas
$4K +$4.21K +83 New
MIFH
696
Migdal Insurance & Financial Holdings
Israel
$3K -$1.52K -30 -30%
ADL
697
Asset Dedication LLC
California
$3K -$507 -10 -14%
PTC
698
Private Trust Company
Ohio
$3K -$152 -3 -5%
NC
699
NewSquare Capital
Pennsylvania
$2.91K +$3.3K +65 New
BWL
700
Bogart Wealth LLC
Virginia
$2.87K

TTD Hedge Fund Activity: Q4 2022 in Review

737 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2022, worth a combined $15.1B — down 24% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TTD positions and 109 closed out — a net gain of 10 holders — while 252 added to existing stakes and 263 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $176M. The largest seller was Jennison Associates, cutting an estimated $132M.

  • 737 institutional investors held Trade Desk (TTD) as of Q4 2022, down from 741 in Q3 2022.
  • Funds reported $15.1B of Trade Desk stock for Q4 2022, down 24% quarter-over-quarter.
  • 119 funds opened new Trade Desk positions in Q4 2022 and 109 closed out, a net change of +10 holders.
  • The largest Trade Desk buyer in Q4 2022 was JP Morgan Chase, an estimated $176M added.
  • The largest Trade Desk seller in Q4 2022 was Jennison Associates, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2022.