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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
MCM
776
Manchester Capital Management
Vermont
$51.9K
JWM
777
Janiczek Wealth Management
Colorado
$51.5K +$147 +2 +0.3%
SWM
778
Sugarloaf Wealth Management
Georgia
$50.4K
BCV
779
Banque Cantonale Vaudoise
Switzerland
$49K -$544K -7,409 -92%
BTI
780
Blue Trust Inc
Georgia
$49K +$26.4K +360 +134%
EWM
781
Evermay Wealth Management
Virginia
$48.2K
VNA
782
Valley National Advisers
Pennsylvania
$48K +$3.45K +47 +7%
GAAM
783
Guinness Atkinson Asset Management
California
$45.5K
WTC
784
WhitTier Trust Company
Nevada
$43.2K
AIM
785
Anchor Investment Management
South Carolina
$42.5K
SWS
786
SYSTM Wealth Solutions
Illinois
$38.7K -$821K -11,170 -95%
AA
787
AlphaCentric Advisors
Puerto Rico
$38.1K -$3.89K -53 -9%
PWA
788
Provenance Wealth Advisors
Florida
$38.1K +$2.13K +29 +6%
AA
789
Ancora Advisors
Ohio
$36.7K +$1.84K +25 +5%
TCA
790
Trifecta Capital Advisors
Illinois
$36.7K
YAL
791
Your Advocates Ltd
Texas
$36K -$1.47K -20 -4%
SFCL
792
Strengthening Families & Communities LLC
Massachusetts
$36K
GJIA
793
Glass Jacobson Investment Advisors
Maryland
$35.3K -$1.32K -18 -4%
GBT
794
Grove Bank & Trust
Florida
$34.5K
Jones Financial Companies
795
Jones Financial Companies
Missouri
$33.5K +$30.7K +418 +889%
GIA
796
GHP Investment Advisors
Colorado
$33.1K
CAM
797
Chesapeake Asset Management
New York
$32.4K +$1.84K +25 +6%
LFA
798
Level Financial Advisors
New York
$32.4K +$11K +150 +50%
CCA
799
Catalyst Capital Advisors
New York
$30.2K +$6.61K +90 +27%
RFG
800
RFP Financial Group
Georgia
$29.8K

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.