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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
MLL
676
Moody Lynn & Lieberson
Massachusetts
$234K +$243K +3,000 New
JC
677
Jacobs & Co
California
$234K
SWM
678
Shelton Wealth Management
Texas
$234K -$566 -7 -0.2%
MFG
679
Merit Financial Group
Georgia
$233K -$115K -1,420 -32%
SC
680
Scotia Capital
Ontario, Canada
$233K -$3.56K -44 -1%
NRG
681
Nemes Rush Group
Michigan
$232K -$80K -989 -25%
PCS
682
Personal CFO Solutions
New Jersey
$232K +$1.13K +14 +0.5%
AWA
683
Arkadios Wealth Advisors
Georgia
$232K +$240K +2,972 New
WLPWM
684
Walled Lake Planning & Wealth Management
Illinois
$231K -$2.99K -37 -1%
PRS
685
Pinkerton Retirement Specialists
Idaho
$230K +$238K +2,941 New
ZIM
686
Zacks Investment Management
Illinois
$230K +$238K +2,939 New
BFC
687
Bedel Financial Consulting
Indiana
$229K
DPI
688
Diversified Portfolios Inc
Michigan
$224K -$202K -2,498 -47%
VIM
689
Vista Investment Management
Pennsylvania
$224K -$45.6K -564 -16%
V
690
ViaWealth
Kansas
$223K -$51.3K -635 -18%
KPWS
691
Kestra Private Wealth Services
Texas
$223K +$231K +2,851 New
SIC
692
Sigma Investment Counselors
Michigan
$221K -$28.3K -350 -11%
LMKC
693
L.M. Kohn & Company
Ohio
$221K
LA
694
Latitude Advisors
Florida
$220K +$10.8K +133 +5%
BC
695
Bridgefront Capital
Texas
$220K +$227K +2,813 New
BWFA
696
Baltimore-Washington Financial Advisors
Maryland
$220K +$809 +10 +0.4%
MFG
697
MidWestOne Financial Group
Iowa
$219K +$227K +2,806 New
BP
698
Ballentine Partners
Massachusetts
$219K +$8.49K +105 +4%
TCWM
699
Total Clarity Wealth Management
Illinois
$218K +$7.68K +95 +4%
TC
700
Truvestments Capital
Florida
$218K -$7.36K -91 -3%

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.