We are live on ! Find out more
TTD icon

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
CLOS
726
Compagnie Lombard Odier SCmA
Switzerland
$156K
TSW
727
Thompson Siegel & Walmsley
Virginia
$156K +$162K +2,000 New
IUHSA
728
Itau Unibanco Holding S.A.
Brazil
$148K +$136K +1,686 +799%
TWM
729
Tradition Wealth Management
Minnesota
$148K
EWA
730
EverSource Wealth Advisors
Alabama
$148K +$889 +11 +0.6%
AWM
731
Abound Wealth Management
Tennessee
$147K
NFSG
732
Newbridge Financial Services Group
Florida
$147K +$12.1K +150 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
733
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142K -$266K -3,289 -64%
AAM
734
Advisors Asset Management
Colorado
$136K +$38.9K +481 +38%
UB
735
UMB Bank
Missouri
$131K
CUAMC
736
China Universal Asset Management Company
China
$130K +$134K +1,663 New
Bessemer Group
737
Bessemer Group
New Jersey
$129K +$2.1K +26 +2%
TIM
738
Thompson Investment Management
Wisconsin
$122K
FCA
739
FinTrust Capital Advisors
South Carolina
$120K
AA
740
Alta Advisers
United Kingdom
$117K
RMC
741
Resources Management Corp
Connecticut
$113K -$73.6K -910 -39%
AssetMark Inc
742
AssetMark Inc
California
$100K +$7.44K +92 +8%
CI Investments Inc
743
CI Investments Inc
Ontario, Canada
$100K +$3.96K +49 +4%
TFA
744
Toth Financial Advisory
Virginia
$96.8K -$302K -3,737 -75%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$92.2K +$55K +680 +136%
T
746
TOBAM
France
$91K -$41.9K -518 -31%
CCA
747
Column Capital Advisors
Indiana
$87.2K +$2.59K +32 +3%
BEI
748
Benjamin Edwards Inc
Missouri
$85K +$87.6K +1,084 New
KFP
749
KB Financial Partners
New Jersey
$83K
VSQM
750
V-Square Quantitative Management
Illinois
$79.9K

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.