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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
CM
976
Capula Management
Cayman Islands
-$497K -6,360 Closed
GCP
977
Garda Capital Partners
Minnesota
-$439K -5,981 Closed
HH
978
Hilltop Holdings
Texas
-$430K -5,503 Closed
FCBT
979
First Citizens Bank & Trust
North Carolina
-$426K -5,448 Closed
TPA
980
Trivium Point Advisory
Connecticut
-$412K -5,398 Closed
BWP
981
Balboa Wealth Partners
Arizona
-$352K -4,510 Closed
WIS
982
Wright Investors Service
Connecticut
-$342K -4,377 Closed
CW
983
Channel Wealth
California
-$312K -3,995 Closed
SFC
984
Strategic Financial Concepts
Texas
-$301K -3,855 Closed
OCBCO
985
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$298K -3,815 Closed
SC
986
Sepio Capital
Utah
-$289K -3,700 Closed
XS
987
XR Securities
Illinois
-$271K -3,687 Closed
GSC
988
Ground Swell Capital
South Carolina
-$270K -3,458 Closed
MWM
989
Modera Wealth Management
New Jersey
-$250K -3,195 Closed
WPC
990
Wedmont Private Capital
Pennsylvania
-$262K -3,126 Closed
IFS
991
Ifrah Financial Services
Arkansas
-$235K -3,001 Closed
CGIM
992
Cannon Global Investment Management
Florida
-$234K -3,000 Closed
CBA
993
Coastal Bridge Advisors
Connecticut
-$234K -3,000 Closed
PCS
994
Personal CFO Solutions
New Jersey
-$232K -2,975 Closed
AWA
995
Arkadios Wealth Advisors
Georgia
-$232K -2,972 Closed
PRS
996
Pinkerton Retirement Specialists
Idaho
-$230K -2,941 Closed
ZIM
997
Zacks Investment Management
Illinois
-$230K -2,939 Closed
DPI
998
Diversified Portfolios Inc
Michigan
-$224K -2,862 Closed
SIC
999
Sigma Investment Counselors
Michigan
-$221K -2,830 Closed
LA
1000
Latitude Advisors
Florida
-$220K -2,815 Closed

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.