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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
CJ
801
Caitlin John
Michigan
$29.6K +$30.2K +411 New
PFBT
802
Parkside Financial Bank & Trust
Missouri
$29.3K -$7.57K -103 -20%
MSG
803
Main Street Group
Virginia
$28.8K +$29.4K +400 New
RFG
804
REAP Financial Group
Texas
$28.8K +$29.4K +400 New
QC
805
Quent Capital
New York
$26.8K +$5.07K +69 +23%
RA
806
Rise Advisors
New York
$26.2K
PP
807
Pacifica Partners
Canada
$25.3K
PMFA
808
Plante Moran Financial Advisors
Michigan
$25K +$7.2K +98 +39%
BF
809
BOK Financial
Oklahoma
$24.3K -$294 -4 -1%
EC
810
EdgeRock Capital
Colorado
$24.1K +$25.3K +344 New
RIM
811
Rakuten Investment Management
Japan
$23.5K +$23.5K +320 New
W
812
WealthCollab
Washington
$23K +$23.4K +319 New
FMTCOCP
813
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
MA
814
Montag & Associates
Georgia
$21.7K -$367 -5 -2%
DJSG
815
D.J. St. Germain
Massachusetts
$21.6K
MCM
816
MidAtlantic Capital Management
Virginia
$20.8K +$21.2K +289 New
SA
817
SRH Advisors
Kansas
$20.1K
TCM
818
Tradewinds Capital Management
Washington
$20.1K +$5.88K +80 +40%
BCMLT
819
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.9K +$7.35K +100 +65%
BIA
820
Bell Investment Advisors
California
$19.8K +$1.69K +23 +9%
PPC
821
Park Place Capital
Alabama
$19.5K -$27.2K -370 -58%
CFO
822
CVA Family Office
Colorado
$19.4K +$19.8K +270 New
ST
823
Smithfield Trust
Pennsylvania
$19K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
824
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.6K +$19K +258 New
LFG
825
Larson Financial Group
Missouri
$18.2K -$28.9K -393 -61%

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.