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Trade Desk

896 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 328 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

4% more funds holding

Funds holding: 859896 (+37)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

0% more call options, than puts

Call options by funds: $794M | Put options by funds: $792M

1% less capital invested

Capital invested by funds: $26.1B → $26B (-$142M)

2% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 328

1.62% less ownership

Funds ownership: 76.02%74.39% (-1.6%)

Holders
896
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
14.22%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
122
Increased
321
Reduced
328
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
851
Northwest Capital Management
Oregon
$5.47K
HGERS
852
Householder Group Estate & Retirement Specialist
Arizona
$5.47K +$5.66K +70 New
CAL
853
Capital Advisors Ltd
Ohio
$5K -$1.62K -20 -25%
CPG
854
Cornerstone Planning Group
New Jersey
$4.53K +$4.69K +58 New
RAM
855
Riggs Asset Management
Pennsylvania
$4.46K
AF
856
Advisornet Financial
Minnesota
$4.38K -$163K -2,010 -97%
BHWM
857
Beaird Harris Wealth Management
Texas
$4.3K
DCBT
858
Dakota Community Bank & Trust
North Dakota
$4.3K
SSG
859
Summit Securities Group
New York
$4K +$4.04K +50 New
MA
860
MCF Advisors
Kentucky
$3.75K +$3.88K +48 New
SWM
861
Sanctuary Wealth Management
Idaho
$3.75K
Jones Financial Companies
862
Jones Financial Companies
Missouri
$3.67K +$3.8K +47 New
CWP
863
Concord Wealth Partners
Virginia
$3.2K
DSC
864
Duncker Streett & Co
Missouri
$3.13K
KFI
865
Key Financial Inc
Pennsylvania
$3.13K
NIC
866
Northwest Investment Counselors
Oregon
$3.05K +$3.15K +39 New
VF
867
VitalStone Financial
Texas
$3K -$3.48K -43 -52%
AW
868
Avion Wealth
Texas
$3K -$2.67K -33 -41%
GKIM
869
GW&K Investment Management
Massachusetts
$3K
CMP
870
Coston McIsaac & Partners
Maine
$3K +$4.04K +50 New
AA
871
Addison Advisors
Vermont
$2.5K +$2.59K +32 New
KFS
872
Kelly Financial Services
Massachusetts
$2.5K +$2.59K +32 New
VWM
873
Valley Wealth Managers
New Jersey
$2.35K
BBPWM
874
Blue Bell Private Wealth Management
Pennsylvania
$2.19K
CAL
875
Capital Analysts LLC
Pennsylvania
$2K

TTD Hedge Fund Activity: Q3 2023 in Review

896 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2023, worth a combined $26B — down 0.54% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new TTD positions and 76 closed out — a net gain of 46 holders — while 321 added to existing stakes and 328 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was Morgan Stanley, cutting an estimated $475M.

  • 896 institutional investors held Trade Desk (TTD) as of Q3 2023, up from 859 in Q2 2023.
  • Funds reported $26B of Trade Desk stock for Q3 2023, down 0.54% quarter-over-quarter.
  • 122 funds opened new Trade Desk positions in Q3 2023 and 76 closed out, a net change of +46 holders.
  • The largest Trade Desk buyer in Q3 2023 was Citadel Advisors, an estimated $237M added.
  • The largest Trade Desk seller in Q3 2023 was Morgan Stanley, an estimated $475M sold.

Based on aggregated 13F filings for Q3 2023.