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Trade Desk

869 hedge funds and large institutions have $28.2B invested in Trade Desk in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 61

59% more funds holding in top 10

Funds holding in top 10: 1727 (+10)

39% more capital invested

Capital invested by funds: $20.3B → $28.2B (+$7.95B)

15% more funds holding

Funds holding: 754869 (+115)

3.61% more ownership

Funds ownership: 67.12%70.72% (+3.6%)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

16% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.65B

Holders
869
Holders Change
+115
Holders Change %
+15.25%
% of All Funds
13.37%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.42%
New
190
Increased
284
Reduced
292
Closed
61
Calls
$1.39B
Puts
$1.65B
Net Calls
-$263M
Net Calls Change
-$273M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
751
Princeton Global Asset Management
New Jersey
$59K
CWS
752
Confluence Wealth Services
Pennsylvania
$59K +$56.9K +650 New
AWA
753
Amplius Wealth Advisors
Pennsylvania
$54K +$52.6K +600 New
TWA
754
TCI Wealth Advisors
Arizona
$53K +$10.5K +120 +26%
HI
755
Hudock Inc
Pennsylvania
$49K -$20.6K -235 -30%
TCM
756
Tradewinds Capital Management
Washington
$49K
AssetMark Inc
757
AssetMark Inc
California
$49K +$41.4K +473 +788%
CCM
758
Covington Capital Management
California
$48K
AIP
759
Ahrens Investment Partners
Louisiana
$46K +$43.8K +500 New
BWM
760
BerganKDV Wealth Management
Minnesota
$43K +$876 +10 +2%
JWA
761
JFS Wealth Advisors
Pennsylvania
$43K +$1.4K +16 +4%
PFBT
762
Parkside Financial Bank & Trust
Missouri
$43K +$3.59K +41 +10%
CA
763
Clearstead Advisors
Ohio
$43K +$13.5K +154 +49%
RPCONE
764
Retirement Planning Company of New England
Rhode Island
$41K +$39.4K +450 New
TFP
765
Tilia Fiduciary Partners
North Carolina
$41K +$39.4K +450 New
GEA
766
Glen Eagle Advisors
New Jersey
$40.3K -$7.88K -90 -17%
CWA
767
Clearview Wealth Advisors
Oregon
$37K +$2.1K +24 +6%
AIP
768
Ameritas Investment Partners
Nebraska
$36K
NL
769
NVWM LLC
Pennsylvania
$36K +$26.3K +300 +300%
TPCW
770
TD Private Client Wealth
New York
$35.8K -$438 -5 -1%
HWM
771
Holloway Wealth Management
Florida
$35K
PFGIA
772
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$2.89K +33 +9%
ST
773
Smithfield Trust
Pennsylvania
$33K
WAS
774
Winch Advisory Services
Wisconsin
$33K +$7.79K +89 +32%
OF
775
Outfitter Financial
Maine
$32K +$30.7K +350 New

TTD Hedge Fund Activity: Q4 2021 in Review

869 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2021, worth a combined $28.2B — up 39% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new TTD positions and 61 closed out — a net gain of 129 holders — while 284 added to existing stakes and 292 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $536M. The largest seller was Norges Bank, cutting an estimated $109M.

  • 869 institutional investors held Trade Desk (TTD) as of Q4 2021, up from 754 in Q3 2021.
  • Funds reported $28.2B of Trade Desk stock for Q4 2021, up 39% quarter-over-quarter.
  • 190 funds opened new Trade Desk positions in Q4 2021 and 61 closed out, a net change of +129 holders.
  • The largest Trade Desk buyer in Q4 2021 was Morgan Stanley, an estimated $536M added.
  • The largest Trade Desk seller in Q4 2021 was Norges Bank, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.