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Trade Desk

782 hedge funds and large institutions have $22B invested in Trade Desk in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 287 increasing their positions, 308 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 70.72%73.14% (+2.4%)

7% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 308

8% less call options, than puts

Call options by funds: $905M | Put options by funds: $981M

10% less funds holding

Funds holding: 869782 (-87)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

22% less capital invested

Capital invested by funds: $28.2B → $22B (-$6.24B)

50% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 154

Holders
782
Holders Change
-87
Holders Change %
-10.01%
% of All Funds
12.33%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.36%
New
77
Increased
287
Reduced
308
Closed
154
Calls
$905M
Puts
$981M
Net Calls
-$76M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
726
Ritter Daniher Financial Advisory
Ohio
$12K
BWA
727
BDO Wealth Advisors
Florida
$11K -$126K -1,740 -91%
AFS
728
Annapolis Financial Services
Maryland
$11K
TFO
729
Tarbox Family Office
California
$11K +$1.16K +16 +11%
SBL
730
Sargent Bickham Lagudis
Colorado
$10K
WB
731
Webster Bank
Connecticut
$10K
SIC
732
Salem Investment Counselors
North Carolina
$10K +$10.8K +150 New
WPWM
733
Western Pacific Wealth Management
Illinois
$8K
TFGT
734
TS Financial Group (TSFG)
Illinois
$7K -$12.3K -170 -63%
CFO
735
CVA Family Office
Colorado
$7K
TCWA
736
Ten Capital Wealth Advisors
Washington
$7K +$7.08K +98 New
PFGIA
737
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$21.7K -301 -79%
SC
738
SouthState Corp
Florida
$6K
BBPWM
739
Blue Bell Private Wealth Management
Pennsylvania
$6K +$2.17K +30 +50%
AWM
740
Activest Wealth Management
Florida
$6K +$6.43K +89 New
IA
741
IndexIQ Advisors
New York
$5K -$3.23M -44,766 -100%
BWM
742
Baystate Wealth Management
Massachusetts
$5K +$5.06K +70 New
AWM
743
Avior Wealth Management
Nebraska
$4K
CI Investments Inc
744
CI Investments Inc
Ontario, Canada
$4K
EFS
745
Econ Financial Services
Pennsylvania
$4K
BWL
746
Bogart Wealth LLC
Virginia
$4K +$1.45K +20 +51%
BHWM
747
Beaird Harris Wealth Management
Texas
$4K +$1.81K +25 +83%
LAS
748
Lloyd Advisory Services
Georgia
$4K +$4.62K +64 New
T
749
TCWP
Ohio
$4K +$4.91K +68 New
DSC
750
Duncker Streett & Co
Missouri
$3K

TTD Hedge Fund Activity: Q1 2022 in Review

782 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q1 2022, worth a combined $22B — down 22% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of TTD and 77 opened new positions — a net loss of 77 holders — while 308 trimmed existing stakes and 287 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $751M. The largest seller was Fidelity Investments, cutting an estimated $174M.

  • 782 institutional investors held Trade Desk (TTD) as of Q1 2022, down from 869 in Q4 2021.
  • Funds reported $22B of Trade Desk stock for Q1 2022, down 22% quarter-over-quarter.
  • 77 funds opened new Trade Desk positions in Q1 2022 and 154 closed out, a net change of -77 holders.
  • The largest Trade Desk buyer in Q1 2022 was T. Rowe Price Associates, an estimated $751M added.
  • The largest Trade Desk seller in Q1 2022 was Fidelity Investments, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2022.