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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
TFP
951
Tilia Fiduciary Partners
North Carolina
-$34.7K -450 Closed
QL
952
Quarry LP
New York
-$34.1K -442 Closed
CWA
953
Clearview Wealth Advisors
Oregon
-$29.3K -380 Closed
TCM
954
TD Capital Management
Tennessee
-$23.2K -300 Closed
SF
955
Safeguard Financial
Wisconsin
-$11K -150 Closed
CFO
956
CVA Family Office
Colorado
-$10K -130 Closed
RWPA
957
Richard W. Paul & Associates
Michigan
-$10K -130 Closed
CFS
958
CGC Financial Services
Oregon
-$8.49K -110 Closed
HF
959
Halpern Financial
Virginia
-$8.03K -104 Closed
FA
960
Fiduciary Alliance
South Carolina
-$7.57K -98 Closed
2L
961
25 LLC
Missouri
-$6.79K -78 Closed
FGAM
962
Financial Gravity Asset Management
Texas
-$140 -77 Closed
CSWM
963
Cassady Schiller Wealth Management
Ohio
-$5.02K -65 Closed
NC
964
NewSquare Capital
Pennsylvania
-$5.02K -65 Closed
WT
965
Whittier Trust
California
-$4.63K -60 Closed
ODG
966
O'Dell Group
Ohio
-$3.86K -50 Closed
Loomis, Sayles & Company
967
Loomis, Sayles & Company
Massachusetts
-$2K -31 Closed
PO
968
Private Ocean
California
-$1.54K -20 Closed
WIM
969
WealthPlan Investment Management
Nebraska
-$1.54K -20 Closed
BAAM
970
Baker Avenue Asset Management
California
-$927 -12 Closed
DI
971
Disciplined Investments
Oklahoma
-$927 -12 Closed
CA
972
Crewe Advisors
Utah
-$155 -2 Closed

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.