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Trade Desk
TTD

859 hedge funds and large institutions have $26.1B invested in Trade Desk in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 280 increasing their positions, 302 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 57

26% more capital invested

Capital invested by funds: $20.7B → $26.1B (+$5.47B)

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

11% more funds holding

Funds holding: 775 → 859 (+84)

5% more call options, than puts

Call options by funds: $762M | Put options by funds: $727M

0.18% more ownership

Funds ownership: 75.84% → 76.02% (+0.18%)

7% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 302

Holders
859
Holders Change
+84
Holders Change %
+10.84%
% of All Funds
13.49%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.42%
New
145
Increased
280
Reduced
302
Closed
57
Calls
$762M
Puts
$727M
Net Calls
+$35.3M
Net Calls Change
+$208M

Top Buyers

1
Invesco
Invesco
Georgia
+$117M
2
Jane Street
Jane Street
New York
+$73.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$58.7M
4
Marshall Wace
Marshall Wace
United Kingdom
+$56.5M
5
Norges Bank
Norges Bank
Norway
+$50.7M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$164M
2
Morgan Stanley
Morgan Stanley
New York
-$144M
3
Bank of America
Bank of America
North Carolina
-$70.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$63.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Sanctuary Wealth Management
Idaho
$3.71K +$3.25K +48 New
CWP
827
Concord Wealth Partners
Virginia
$3.17K – – –
DSC
828
Duncker Streett & Co
Missouri
$3.09K – – –
KFI
829
Key Financial Inc
Pennsylvania
$3.09K – – –
MIM
830
Macroview Investment Management
Maryland
$3.09K – – –
TAM
831
Tucker Asset Management
Colorado
$3.09K +$2.71K +40 New
GKIM
832
GW&K Investment Management
Massachusetts
$3K +$2.71K +40 New
VWM
833
Valley Wealth Managers
New Jersey
$2.32K – – –
BBPWM
834
Blue Bell Private Wealth Management
Pennsylvania
$2.16K – – –
CAL
835
Capital Analysts LLC
Pennsylvania
$2K – – –
CAM
836
ClariVest Asset Management
California
$2K – – –
HCM
837
Horrell Capital Management
Arkansas
$2K – – –
Loomis, Sayles & Company
838
Loomis, Sayles & Company
Massachusetts
$2K +$2.1K +31 New
CSC
839
Caldwell Sutter Capital
California
$1.93K +$1.69K +25 New
SWA
840
Sutton Wealth Advisors
Florida
$1.85K – – –
SIC
841
SJS Investment Consulting
Ohio
$1.78K +$68 +1 +5%
M
842
MOTCO
Texas
$1.78K +$1.56K +23 New
HIA
843
Harbor Investment Advisory
Maryland
$1.54K – – –
PO
844
Private Ocean
California
$1.54K – – –
WIM
845
WealthPlan Investment Management
Nebraska
$1.54K – – –
BWM
846
Baystate Wealth Management
Massachusetts
$1.54K +$1.35K +20 New
IPW
847
Impact Partnership Wealth
Georgia
$1.47K +$1.29K +19 New
CWM
848
Cedar Wealth Management
California
$1.39K – – –
SN
849
Sittner & Nelson
Oregon
$1.31K +$1.15K +17 New
LOIP
850
Live Oak Investment Partners
Texas
$1.16K – – –
32 33
34
35 36

TTD Hedge Fund Activity: Q2 2023 in Review

859 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q2 2023, worth a combined $26.1B — up 26% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new TTD positions and 57 closed out — a net gain of 88 holders — while 280 added to existing stakes and 302 trimmed.

The largest buyer was Invesco, adding an estimated $117M. The largest seller was Harding Loevner, exiting entirely with an estimated $164M sold.

  • 859 institutional investors held Trade Desk (TTD) as of Q2 2023, up from 775 in Q1 2023.
  • Funds reported $26.1B of Trade Desk stock for Q2 2023, up 26% quarter-over-quarter.
  • 145 funds opened new Trade Desk positions in Q2 2023 and 57 closed out, a net change of +88 holders.
  • The largest Trade Desk buyer in Q2 2023 was Invesco, an estimated $117M added.
  • The largest Trade Desk seller in Q2 2023 was Harding Loevner, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2023.