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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
FP
851
Financial Perspectives
Minnesota
$8.92K
CAC
852
Core Alternative Capital
Georgia
$8.63K -$38.9K -529 -82%
BWL
853
Bogart Wealth LLC
Virginia
$8.2K
NS
854
NBC Securities
Alabama
$8K -$15.3K -208 -64%
BFS
855
Burkett Financial Services
South Carolina
$7.2K +$7.35K +100 New
CQS
856
Credential Qtrade Securities
$7.2K +$7.35K +100 New
MSWM
857
McGlone Suttner Wealth Management
Wisconsin
$7.2K +$7.35K +100 New
NBT
858
Northwest Bank & Trust
Iowa
$7.2K +$7.35K +100 New
AP
859
Advisors Preferred
Maryland
$7.06K -$47.8K -651 -87%
ADL
860
Asset Dedication LLC
California
$7K
AF
861
Advisornet Financial
Minnesota
$6.48K +$2.5K +34 +61%
S
862
Sachetta
Massachusetts
$6.19K +$6.32K +86 New
CSC
863
Caldwell Sutter Capital
California
$5.76K +$4.04K +55 +220%
GI
864
Gradient Investments
Minnesota
$5.61K -$7.35K -100 -56%
HWM
865
HighMark Wealth Management
Minnesota
$5.61K +$294 +4 +5%
DCM
866
Davidson Capital Management
Texas
$5.47K
PWMG
867
Private Wealth Management Group
New Jersey
$5.04K +$5.14K +70 New
NCM
868
Northwest Capital Management
Oregon
$5.04K
HGERS
869
Householder Group Estate & Retirement Specialist
Arizona
$5K +$441 +6 +9%
DCBT
870
Dakota Community Bank & Trust
North Dakota
$4.96K +$1.03K +14 +25%
QL
871
Quarry LP
New York
$4.82K +$4.92K +67 New
UFF
872
USA Financial Formulas
Michigan
$4.25K +$4.33K +59 New
VAMG
873
Voisard Asset Management Group
Michigan
$4.17K +$4.26K +58 New
RAM
874
Riggs Asset Management
Pennsylvania
$4.1K
CAL
875
Capital Advisors Ltd
Ohio
$4K

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.