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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
AC
676
ASB Consultores
Florida
$241K +$1.84K +25 +0.8%
MF
677
Magnetar Financial
Illinois
$233K +$238K +3,235 New
PA
678
PFG Advisors
Arizona
$233K -$7.05K -96 -3%
GRP
679
Global Retirement Partners
California
$232K -$37.5K -510 -12%
NRG
680
Nemes Rush Group
Michigan
$232K +$17.9K +243 +8%
UM
681
UniSuper Management
Australia
$230K
ET
682
Equitable Trust
Tennessee
$229K -$785K -10,691 -77%
CPRC
683
Consolidated Portfolio Review Corp
New York
$228K -$95.4K -1,299 -29%
JC
684
Jacobs & Co
California
$228K +$12.9K +175 +6%
SC
685
Scotia Capital
Ontario, Canada
$226K +$12.3K +167 +6%
KPWS
686
Kestra Private Wealth Services
Texas
$223K +$17.8K +242 +8%
QWM
687
Quadcap Wealth Management
Texas
$222K +$227K +3,085 New
NP
688
NorthRock Partners
Minnesota
$222K +$227K +3,084 New
TCWM
689
Total Clarity Wealth Management
Illinois
$221K +$20.3K +276 +10%
OFG
690
Oxford Financial Group
Indiana
$219K
FMLI
691
Fukoku Mutual Life Insurance
Japan
$219K
OFS
692
OneAscent Financial Services
Alabama
$218K +$223K +3,030 New
MLL
693
Moody Lynn & Lieberson
Massachusetts
$216K
KWA
694
Kingswood Wealth Advisors
California
$215K +$220K +2,989 New
CGH
695
Crossmark Global Holdings
Texas
$215K -$6.17K -84 -3%
ACA
696
Aptus Capital Advisors
Alabama
$214K -$212K -2,882 -49%
WLPWM
697
Walled Lake Planning & Wealth Management
Illinois
$212K
BFC
698
Bedel Financial Consulting
Indiana
$211K
CCWM
699
Correct Capital Wealth Management
Missouri
$210K +$215K +2,920 New
LI
700
LVZ Inc
Michigan
$209K +$213K +2,900 New

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.