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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
IWS
701
Integrity Wealth Solutions
Colorado
$209K +$213K +2,898 New
MFG
702
Merit Financial Group
Georgia
$208K -$7.05K -96 -3%
USCWA
703
U.S. Capital Wealth Advisors
Texas
$207K +$211K +2,875 New
VIM
704
Vista Investment Management
Pennsylvania
$206K
MFG
705
MidWestOne Financial Group
Iowa
$205K +$3.38K +46 +2%
LMKC
706
L.M. Kohn & Company
Ohio
$204K
SA
707
Strategic Advisors
New York
$203K +$17.8K +242 +9%
EWA
708
Exencial Wealth Advisors
Oklahoma
$203K +$15K +204 +8%
DGAM
709
Desjardins Global Asset Management
Quebec, Canada
$200K +$2.79K +38 +1%
OAM
710
Ostrum Asset Management
France
$199K -$222K -3,026 -52%
PAI
711
Pittenger & Anderson Inc
Nebraska
$199K +$190K +2,585 +1,397%
HI
712
Harbour Investments
Wisconsin
$193K -$5.07K -69 -3%
CF
713
Centaurus Financial
California
$189K +$25K +340 +15%
TC
714
Truvestments Capital
Florida
$173K -$28.6K -389 -14%
LC
715
Lindbrook Capital
California
$162K +$1.91K +26 +1%
EC
716
EntryPoint Capital
New York
$161K +$164K +2,234 New
HWP
717
Highline Wealth Partners
California
$159K
EWA
718
EverSource Wealth Advisors
Alabama
$145K +$9.11K +124 +7%
AAM
719
Advisors Asset Management
Colorado
$144K +$19.5K +265 +15%
YDMI
720
Y.D. More Investments
Israel
$144K -$154K -2,093 -51%
CLOS
721
Compagnie Lombard Odier SCmA
Switzerland
$144K
PCM
722
Penserra Capital Management
California
$143K -$25.6K -348 -15%
SSB
723
Sandy Spring Bank
Maryland
$141K -$20.4K -277 -12%
TWM
724
Tradition Wealth Management
Minnesota
$136K
AWM
725
Abound Wealth Management
Tennessee
$136K +$808 +11 +0.6%

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.