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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
AssetMark Inc
726
AssetMark Inc
California
$135K +$43.7K +595 +46%
CA
727
Clearstead Advisors
Ohio
$134K -$133K -1,813 -49%
RDFA
728
Ritter Daniher Financial Advisory
Ohio
$130K -$20.6K -280 -13%
RMC
729
Resources Management Corp
Connecticut
$120K +$15.8K +215 +15%
UB
730
UMB Bank
Missouri
$119K -$1.54K -21 -1%
Bessemer Group
731
Bessemer Group
New Jersey
$119K
FFA
732
Farther Finance Advisors
California
$114K +$80.3K +1,093 +223%
TIM
733
Thompson Investment Management
Wisconsin
$112K
AWM
734
Avondale Wealth Management
Texas
$108K -$36.7K -500 -25%
AA
735
Alta Advisers
United Kingdom
$108K
PCMC
736
Planning Capital Management Corporation
Pennsylvania
$107K +$109K +1,484 New
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$102K +$82.5K +1,123 +381%
HGA
738
Hobbs Group Advisors
South Carolina
$98.9K +$101K +1,375 New
NFSG
739
Newbridge Financial Services Group
Florida
$90.3K -$45.5K -620 -33%
TFA
740
Toth Financial Advisory
Virginia
$89.1K
FCA
741
FinTrust Capital Advisors
South Carolina
$88.5K -$22K -300 -20%
GI
742
GAMMA Investing
California
$88.5K +$95K +1,293 New
A
743
AlphaQuest
New York
$87.1K +$88.9K +1,210 New
BEI
744
Benjamin Edwards Inc
Missouri
$87K +$9.4K +128 +12%
KFI
745
Key Financial Inc
Pennsylvania
$86.4K +$85.2K +1,160 +2,900%
JFGIW
746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.6K +$735 +10 +0.8%
TVAMP
747
Tennessee Valley Asset Management Partners
Tennessee
$85.4K +$87.2K +1,187 New
IGWM
748
ICA Group Wealth Management
Colorado
$82.9K +$84.6K +1,152 New
QCG
749
Quadrant Capital Group
Ohio
$82K +$23.7K +322 +39%
ACM
750
Aquatic Capital Management
Illinois
$79K +$80.8K +1,100 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.