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Trade Desk

869 hedge funds and large institutions have $28.2B invested in Trade Desk in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 61

59% more funds holding in top 10

Funds holding in top 10: 1727 (+10)

39% more capital invested

Capital invested by funds: $20.3B → $28.2B (+$7.95B)

15% more funds holding

Funds holding: 754869 (+115)

3.61% more ownership

Funds ownership: 67.12%70.72% (+3.6%)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

16% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.65B

Holders
869
Holders Change
+115
Holders Change %
+15.25%
% of All Funds
13.37%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.42%
New
190
Increased
284
Reduced
292
Closed
61
Calls
$1.39B
Puts
$1.65B
Net Calls
-$263M
Net Calls Change
-$273M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
901
Evolution Wealth Advisors
Florida
-$180K -2,556 Closed
CAGAS
902
Capital Advisory Group Advisory Services
Minnesota
-$169K -2,405 Closed
RE
903
RBC Europe
United Kingdom
-$110K -1,570 Closed
LWM
904
Liberty Wealth Management
California
-$97K -1,315 Closed
LSPW
905
Lake Street Private Wealth
Illinois
-$91K -1,290 Closed
MAM
906
McCarthy Asset Management
California
-$70K -1,000 Closed
RIA
907
RPG Investment Advisory
California
-$60K -850 Closed
AWA
908
Arkadios Wealth Advisors
Georgia
-$46K -660 Closed
Bessemer Group
909
Bessemer Group
New Jersey
-$39K -561 Closed
BAM
910
Bellevue Asset Management
Washington
-$35K -500 Closed
AWM
911
Activest Wealth Management
Florida
-$33K -476 Closed
KIG
912
Kowal Investment Group
Wisconsin
-$31K -435 Closed
CI
913
CX Institutional
Indiana
-$28K -400 Closed
JCM
914
Jacobi Capital Management
Pennsylvania
-$22K -312 Closed
AL
915
ADE LLC
Maryland
-$14K -200 Closed
WT
916
Washington Trust
Rhode Island
-$9K -130 Closed
Loomis, Sayles & Company
917
Loomis, Sayles & Company
Massachusetts
-$9K -129 Closed
PHK
918
Point72 Hong Kong
Hong Kong
-$9K -126 Closed
CPC
919
Consolidated Planning Corp
Georgia
-$8K -120 Closed
PWA
920
Phoenix Wealth Advisors
North Carolina
-$7K -100 Closed
RCA
921
Ranch Capital Advisors
Florida
-$7K -100 Closed
GAM
922
Gemmer Asset Management
California
-$5K -70 Closed
APWA
923
Atlas Private Wealth Advisors
New Jersey
-$4K -50 Closed
CA
924
Crewe Advisors
Utah
-$2K -30 Closed
BMD
925
Better Money Decisions
New Mexico
-$1K -20 Closed

TTD Hedge Fund Activity: Q4 2021 in Review

869 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q4 2021, worth a combined $28.2B — up 39% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new TTD positions and 61 closed out — a net gain of 129 holders — while 284 added to existing stakes and 292 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $536M. The largest seller was Norges Bank, cutting an estimated $109M.

  • 869 institutional investors held Trade Desk (TTD) as of Q4 2021, up from 754 in Q3 2021.
  • Funds reported $28.2B of Trade Desk stock for Q4 2021, up 39% quarter-over-quarter.
  • 190 funds opened new Trade Desk positions in Q4 2021 and 61 closed out, a net change of +129 holders.
  • The largest Trade Desk buyer in Q4 2021 was Morgan Stanley, an estimated $536M added.
  • The largest Trade Desk seller in Q4 2021 was Norges Bank, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2021.