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Trade Desk

782 hedge funds and large institutions have $22B invested in Trade Desk in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 287 increasing their positions, 308 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 70.72%73.14% (+2.4%)

7% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 308

8% less call options, than puts

Call options by funds: $905M | Put options by funds: $981M

10% less funds holding

Funds holding: 869782 (-87)

15% less funds holding in top 10

Funds holding in top 10: 2723 (-4)

22% less capital invested

Capital invested by funds: $28.2B → $22B (-$6.24B)

50% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 154

Holders
782
Holders Change
-87
Holders Change %
-10.01%
% of All Funds
12.33%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.36%
New
77
Increased
287
Reduced
308
Closed
154
Calls
$905M
Puts
$981M
Net Calls
-$76M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
851
Regatta Capital Group
California
-$280K -3,059 Closed
RJT
852
Raymond James Trust
Florida
-$278K -3,038 Closed
LSA
853
Lion Street Advisors
Texas
-$279K -3,035 Closed
PFG
854
PAX Financial Group
Texas
-$274K -2,991 Closed
EN1L
855
Engine No 1 LLC
California
-$273K -2,983 Closed
FFN
856
Focus Financial Network
Minnesota
-$271K -2,962 Closed
RWP
857
RWA Wealth Partners
Massachusetts
-$259K -2,830 Closed
TFF
858
The Family Firm
Maryland
-$259K -2,826 Closed
BWFA
859
Baltimore-Washington Financial Advisors
Maryland
-$256K -2,800 Closed
FAT
860
First American Trust
California
-$251K -2,738 Closed
WF
861
WoodTrust Financial
Wisconsin
-$247K -2,690 Closed
EWA
862
Exencial Wealth Advisors
Oklahoma
-$242K -2,644 Closed
HIC
863
Holderness Investments Company
North Carolina
-$241K -2,631 Closed
BJL
864
Brighton Jones LLC
Washington
-$239K -2,610 Closed
Federated Hermes
865
Federated Hermes
Pennsylvania
-$239K -2,606 Closed
TCM
866
Traynor Capital Management
Pennsylvania
-$237K -2,596 Closed
SWA
867
Stratos Wealth Advisors
Ohio
-$236K -2,575 Closed
WA
868
Wealth Alliance
New York
-$236K -2,572 Closed
DIM
869
DC Investments Management
Virginia
-$233K -2,545 Closed
Assenagon Asset Management
870
Assenagon Asset Management
Luxembourg
-$231K -2,519 Closed
WA
871
WESPAC Advisors
California
-$229K -2,500 Closed
CIBC Private Wealth Group
872
CIBC Private Wealth Group
Georgia
-$228K -2,493 Closed
FFM
873
Forum Financial Management
Illinois
-$221K -2,414 Closed
PWP
874
Principle Wealth Partners
Connecticut
-$221K -2,410 Closed
FCM
875
Fortis Capital Management
Washington
-$220K -2,405 Closed

TTD Hedge Fund Activity: Q1 2022 in Review

782 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q1 2022, worth a combined $22B — down 22% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of TTD and 77 opened new positions — a net loss of 77 holders — while 308 trimmed existing stakes and 287 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $751M. The largest seller was Fidelity Investments, cutting an estimated $174M.

  • 782 institutional investors held Trade Desk (TTD) as of Q1 2022, down from 869 in Q4 2021.
  • Funds reported $22B of Trade Desk stock for Q1 2022, down 22% quarter-over-quarter.
  • 77 funds opened new Trade Desk positions in Q1 2022 and 154 closed out, a net change of -77 holders.
  • The largest Trade Desk buyer in Q1 2022 was T. Rowe Price Associates, an estimated $751M added.
  • The largest Trade Desk seller in Q1 2022 was Fidelity Investments, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2022.