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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
CCA
801
Catalyst Capital Advisors
New York
$25.7K +$26.6K +329 New
FSWA
802
Financial Synergies Wealth Advisors
Texas
$25.2K
NS
803
NBC Securities
Alabama
$25K +$26.4K +326 New
AWA
804
Authentikos Wealth Advisory
California
$24.2K +$25.1K +310 New
BF
805
BOK Financial
Oklahoma
$24.2K +$3.07K +38 +13%
MA
806
Montag & Associates
Georgia
$24K
RTC
807
Riverview Trust Company
Washington
$24K
QC
808
Quent Capital
New York
$23.7K
DJSG
809
D.J. St. Germain
Massachusetts
$23.4K
LFA
810
Level Financial Advisors
New York
$23.4K
MPWT
811
MassMutual Private Wealth & Trust
Connecticut
$23.1K -$15K -185 -39%
FMTCOCP
812
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
SA
813
SRH Advisors
Kansas
$21.9K
WOC
814
West Oak Capital
California
$21K
C
815
Covestor
United Kingdom
$20K -$81 -1 -0.4%
BTI
816
Blue Trust Inc
Georgia
$20K +$1.78K +22 +9%
BIA
817
Bell Investment Advisors
California
$19.7K +$1.78K +22 +10%
PMFA
818
Plante Moran Financial Advisors
Michigan
$19.5K -$2.26K -28 -10%
EARNEST Partners
819
EARNEST Partners
Georgia
$19.5K +$20.2K +250 New
GEA
820
Glen Eagle Advisors
New Jersey
$18.8K
CT
821
Colonial Trust
South Carolina
$18K +$17.2K +213 New
Optiver Holding
822
Optiver Holding
Netherlands
$17.8K +$18.4K +228 New
GWS
823
Glassman Wealth Services
Virginia
$17.7K
SIC
824
Salem Investment Counselors
North Carolina
$17.6K -$58.6K -725 -76%
AWM
825
Avior Wealth Management
Nebraska
$17.6K +$6.06K +75 +50%

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.