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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
BFO
1001
Boston Family Office
Massachusetts
-$215K -2,750 Closed
GT
1002
Greenleaf Trust
Michigan
-$215K -2,749 Closed
CWM
1003
Concentrum Wealth Management
California
-$213K -2,722 Closed
AAIS
1004
ABN AMRO Investment Solutions
-$211K -2,695 Closed
SW
1005
SVB Wealth
Massachusetts
-$207K -2,643 Closed
HAS
1006
HBW Advisory Services
California
-$204K -2,616 Closed
WF
1007
WoodTrust Financial
Wisconsin
-$202K -2,590 Closed
WP
1008
WMS Partners
Maryland
-$202K -2,582 Closed
AWE
1009
Avidian Wealth Enterprises
Texas
-$201K -2,575 Closed
HL
1010
HeadInvest LLC
Maine
-$194K -2,480 Closed
SPM
1011
Symmetry Peak Management
Pennsylvania
-$147K -2,000 Closed
TSW
1012
Thompson Siegel & Walmsley
Virginia
-$156K -2,000 Closed
T
1013
TOBAM
France
-$91K -1,159 Closed
Credit Agricole
1014
Credit Agricole
France
-$46.5K -595 Closed
RW
1015
RVW Wealth
California
-$43K -550 Closed
AWA
1016
Authentikos Wealth Advisory
California
-$24.2K -310 Closed
RTC
1017
Riverview Trust Company
Washington
-$24K -307 Closed
EARNEST Partners
1018
EARNEST Partners
Georgia
-$19.5K -250 Closed
Optiver Holding
1019
Optiver Holding
Netherlands
-$17.8K -228 Closed
TAM
1020
Tucker Asset Management
Colorado
-$16.6K -213 Closed
CCP
1021
Carmel Capital Partners
California
-$7.82K -100 Closed
AP
1022
Arlington Partners
Alabama
-$5.86K -75 Closed
AT
1023
Arlington Trust
Alabama
-$5.86K -75 Closed
MA
1024
MCF Advisors
Kentucky
-$3.75K -48 Closed
NIC
1025
Northwest Investment Counselors
Oregon
-$3.05K -39 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.