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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
DAM
701
Derbend Asset Management
Georgia
$218K -$47.7K -590 -17%
BFO
702
Boston Family Office
Massachusetts
$215K -$8.09K -100 -4%
GT
703
Greenleaf Trust
Michigan
$215K -$1.7K -21 -0.8%
HI
704
Harbour Investments
Wisconsin
$215K +$2.75K +34 +1%
DGAM
705
Desjardins Global Asset Management
Quebec, Canada
$214K +$222K +2,743 New
CWM
706
Concentrum Wealth Management
California
$213K +$220K +2,722 New
AAIS
707
ABN AMRO Investment Solutions
$211K -$248K -3,068 -53%
SW
708
SVB Wealth
Massachusetts
$207K -$11.6K -143 -5%
EWA
709
Exencial Wealth Advisors
Oklahoma
$204K +$211K +2,615 New
HAS
710
HBW Advisory Services
California
$204K -$143K -1,774 -40%
WF
711
WoodTrust Financial
Wisconsin
$202K -$8.09K -100 -4%
WP
712
WMS Partners
Maryland
$202K +$209K +2,582 New
SA
713
Strategic Advisors
New York
$201K -$3.15K -39 -1%
AWE
714
Avidian Wealth Enterprises
Texas
$201K +$208K +2,575 New
HL
715
HeadInvest LLC
Maine
$194K +$201K +2,480 New
AF
716
Allworth Financial
California
$185K +$5.74K +71 +3%
SGA
717
Seaport Global Advisors
Massachusetts
$184K -$109K -1,349 -36%
PCM
718
Penserra Capital Management
California
$183K +$10.3K +127 +6%
CF
719
Centaurus Financial
California
$178K
SSB
720
Sandy Spring Bank
Maryland
$175K +$20.9K +259 +13%
LC
721
Lindbrook Capital
California
$174K -$12.5K -155 -7%
HWP
722
Highline Wealth Partners
California
$173K -$28.3K -350 -14%
RDFA
723
Ritter Daniher Financial Advisory
Ohio
$163K +$22.7K +281 +16%
SPM
724
Symmetry Peak Management
Pennsylvania
$156K -$368K -4,550 -69%
AWM
725
Avondale Wealth Management
Texas
$156K

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.