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
GA
751
GoalVest Advisory
New York
$78.3K -$38.6K -478 -32%
WPWM
752
Western Pacific Wealth Management
Illinois
$78.2K
HCM
753
Hollencrest Capital Management
California
$74.2K -$20.2K -250 -21%
CT
754
Cambridge Trust
Massachusetts
$73.7K
GCS
755
Gordian Capital (Singapore)
Singapore
$71.2K +$72.8K +900 +8,182%
TCPG
756
Trivant Custom Portfolio Group
California
$70.3K -$25.8K -319 -26%
JPWM
757
Jamison Private Wealth Management
Georgia
$69.9K +$72.4K +895 New
OP
758
ORG Partners
Indiana
$69.9K +$64.7K +800 +851%
First Manhattan
759
First Manhattan
New York
$69.3K +$31.3K +387 +77%
AAG
760
Armstrong Advisory Group
Massachusetts
$68.8K
CC
761
Centiva Capital
New York
$63.9K -$188K -2,329 -74%
QCG
762
Quadrant Capital Group
Ohio
$63.8K -$323 -4 -0.5%
AAP
763
Arax Advisory Partners
Colorado
$63.8K
ATC
764
Adirondack Trust Company
New York
$62.5K
AP
765
Advisors Preferred
Maryland
$58.8K +$60.7K +751 New
MCM
766
Manchester Capital Management
Vermont
$56.3K -$243 -3 -0.4%
JWM
767
Janiczek Wealth Management
Colorado
$55.8K
SWM
768
Sugarloaf Wealth Management
Georgia
$54.7K +$56.6K +700 New
EWM
769
Evermay Wealth Management
Virginia
$52.4K
TPCW
770
TD Private Client Wealth
New York
$51.1K +$52.9K +654 New
CAC
771
Core Alternative Capital
Georgia
$50.7K +$31.5K +390 +151%
LFG
772
Larson Financial Group
Missouri
$50.5K +$243 +3 +0.5%
PPC
773
Park Place Capital
Alabama
$50.1K +$6.87K +85 +15%
GAAM
774
Guinness Atkinson Asset Management
California
$49.4K -$13.6K -168 -21%
VNA
775
Valley National Advisers
Pennsylvania
$49K +$3.56K +44 +8%

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.