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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
CI Investments Inc
826
CI Investments Inc
Ontario, Canada
$5K
ODG
827
O'Dell Group
Ohio
$5K
CA
828
Cornerstone Advisory
Maryland
$5K +$4.38K +50 New
BBPWM
829
Blue Bell Private Wealth Management
Pennsylvania
$5K +$5.25K +60 New
EFS
830
Econ Financial Services
Pennsylvania
$5K +$5.25K +60 New
BWL
831
Bogart Wealth LLC
Virginia
$4K
DSC
832
Duncker Streett & Co
Missouri
$4K
WAM
833
WFA Asset Management
Wisconsin
$3.67K +$3.5K +40 New
CAL
834
Capital Analysts LLC
Pennsylvania
$3K
CAM
835
ClariVest Asset Management
California
$3K
EW
836
Evoke Wealth
California
$3K
FMP
837
Financial Management Professionals
Texas
$3K
BHWM
838
Beaird Harris Wealth Management
Texas
$3K +$2.63K +30 New
LPWM
839
Lake Point Wealth Management
Texas
$3K +$2.63K +30 New
MTWM
840
Masso Torrence Wealth Management
New Jersey
$3K +$2.63K +30 New
SPA
841
Shore Point Advisors
New Jersey
$3K +$2.63K +30 New
SWA
842
Sutton Wealth Advisors
Florida
$2.93K +$613 +7 +28%
CFA
843
Carroll Financial Associates
North Carolina
$2K -$8.15K -93 -76%
PVH
844
Psagot Value Holdings
Israel
$2K -$1.05K -12 -33%
HWM
845
HighMark Wealth Management
Minnesota
$2K -$701 -8 -29%
EFSCE
846
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
HIA
847
Harbor Investment Advisory
Maryland
$2K
MIM
848
Macroview Investment Management
Maryland
$2K
PAI
849
Pittenger & Anderson Inc
Nebraska
$2K
SWM
850
Sugarloaf Wealth Management
Georgia
$2K

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.