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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
Loomis, Sayles & Company
876
Loomis, Sayles & Company
Massachusetts
$4K +$4.19K +57 New
BHWM
877
Beaird Harris Wealth Management
Texas
$3.96K
ODG
878
O'Dell Group
Ohio
$3.6K +$3.67K +50 New
SWM
879
Sanctuary Wealth Management
Idaho
$3.45K
BWM
880
Baystate Wealth Management
Massachusetts
$3.35K +$1.91K +26 +130%
CPG
881
Cornerstone Planning Group
New Jersey
$3.31K -$882 -12 -21%
WIM
882
Westside Investment Management
California
$3.24K +$3.31K +45 New
SSG
883
Summit Securities Group
New York
$3K -$1.03K -14 -28%
CMP
884
Coston McIsaac & Partners
Maine
$3K
GKIM
885
GW&K Investment Management
Massachusetts
$3K
VF
886
VitalStone Financial
Texas
$3K
LIWM
887
Long Island Wealth Management
New York
$3K +$2.94K +40 New
CWP
888
Concord Wealth Partners
Virginia
$2.95K
DSC
889
Duncker Streett & Co
Missouri
$2.88K
DF
890
Dunhill Financial
United Kingdom
$2.88K +$2.94K +40 New
ETC
891
Exchange Traded Concepts
Oklahoma
$2.45K +$1.1K +15 +79%
CIA
892
Cape Investment Advisory
Georgia
$2.45K +$2.5K +34 New
VWA
893
Valued Wealth Advisors
Utah
$2.42K +$2.28K +31 New
CFB
894
Cullen/Frost Bankers
Texas
$2.38K -$24.8K -338 -91%
AA
895
Addison Advisors
Vermont
$2.3K
KFS
896
Kelly Financial Services
Massachusetts
$2.3K
AWM
897
Able Wealth Management
New Jersey
$2.3K +$2.35K +32 New
CWM
898
CarsonAllaria Wealth Management
Illinois
$2.23K +$2.28K +31 New
CAM
899
ClariVest Asset Management
California
$2.16K
VWM
900
Valley Wealth Managers
New Jersey
$2.16K

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.