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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
WOC
826
West Oak Capital
California
$18K
GEA
827
Glen Eagle Advisors
New Jersey
$17.3K
GWS
828
Glassman Wealth Services
Virginia
$16.6K +$220 +3 +1%
IUHSA
829
Itau Unibanco Holding S.A.
Brazil
$16.3K -$123K -1,671 -88%
AWM
830
Avior Wealth Management
Nebraska
$16.2K
SIC
831
Salem Investment Counselors
North Carolina
$16.2K
LOIM
832
Liberty One Investment Management
Illinois
$16.2K +$6.91K +94 +72%
BLC
833
Brown, Lisle/Cummings
Rhode Island
$16.2K +$9.18K +125 +125%
SA
834
Scarborough Advisors
Maryland
$16.2K +$16.5K +225 New
CT
835
Colonial Trust
South Carolina
$15.6K
LA
836
LM Advisors
California
$15.4K +$15.7K +214 New
OA
837
Operose Advisors
Wisconsin
$14.4K
ME
838
McIlrath & Eck
Washington
$14.4K +$14.7K +200 New
TFIPS
839
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.4K +$14.7K +200 New
ZB
840
Zions Bancorporation
Utah
$14.1K
C
841
Covestor
United Kingdom
$14K -$4.26K -58 -23%
FSWA
842
Financial Synergies Wealth Advisors
Texas
$13.9K -$882 -12 -4%
VL
843
Vima LLC
Michigan
$13.4K +$13.7K +186 New
HIM
844
Hillsdale Investment Management
Ontario, Canada
$13K +$13.2K +180 New
DWM
845
Dogwood Wealth Management
Kansas
$12.5K +$12.8K +174 New
FWM
846
FSA Wealth Management
Massachusetts
$12K +$12.1K +165 New
BCM
847
Blume Capital Management
California
$10.8K
WB
848
Webster Bank
Connecticut
$10.8K
PB
849
Pinnacle Bancorp
Nebraska
$9.79K -$6.25K -85 -38%
JWA
850
JFS Wealth Advisors
Pennsylvania
$9.14K -$73 -1 -0.8%

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.