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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
CCC
901
Chelsea Counsel Company
California
$2.09K +$2.13K +29 New
BBPWM
902
Blue Bell Private Wealth Management
Pennsylvania
$2.02K
TCWA
903
Turtle Creek Wealth Advisors
Texas
$2.02K +$2.06K +28 New
AW
904
Avion Wealth
Texas
$2K -$1.47K -20 -43%
CAL
905
Capital Analysts LLC
Pennsylvania
$2K
HCM
906
Horrell Capital Management
Arkansas
$2K
FFO
907
Fortitude Family Office
Arizona
$1.94K +$1.98K +27 New
SIS
908
Sound Income Strategies
Florida
$1.8K +$1.84K +25 New
SIC
909
SJS Investment Consulting
Ohio
$1.66K
M
910
MOTCO
Texas
$1.66K
MIM
911
Macroview Investment Management
Maryland
$1.44K
HIA
912
Harbor Investment Advisory
Maryland
$1.44K
WPA
913
West Paces Advisors
Georgia
$1.37K +$1.4K +19 New
DPW
914
DiNuzzo Private Wealth
Pennsylvania
$1.01K +$1.03K +14 New
TFGT
915
TS Financial Group (TSFG)
Illinois
$1K -$7.35K -100 -89%
VCM
916
Versant Capital Management
Arizona
$935 +$73 +1 +8%
CWM
917
Cedar Wealth Management
California
$864 -$441 -6 -33%
DFA
918
DHJJ Financial Advisors
Illinois
$576
BC
919
Barrett & Company
Rhode Island
$504
BGAI
920
Bruce G. Allen Investments
Colorado
$504 +$514 +7 New
RCM
921
Raleigh Capital Management
North Carolina
$360 -$6.25K -85 -94%
TWP
922
TFO Wealth Partners
Ohio
$288
TWD
923
True Wealth Design
Ohio
$216
MCM
924
MV Capital Management
Maryland
$216 +$220 +3 New
IPW
925
Impact Partnership Wealth
Georgia
$70 -$1.4K -19 -95%

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.