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Trade Desk

967 hedge funds and large institutions have $29B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 363 increasing their positions, 333 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 83

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

13% more capital invested

Capital invested by funds: $25.7B → $29B (+$3.24B)

5% more funds holding

Funds holding: 925967 (+42)

9% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 333

5.58% less ownership

Funds ownership: 80.14%74.56% (-5.6%)

18% less call options, than puts

Call options by funds: $932M | Put options by funds: $1.14B

Holders
967
Holders Change
+42
Holders Change %
+4.54%
% of All Funds
13.93%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
138
Increased
363
Reduced
333
Closed
83
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1001
FDx Advisors
Illinois
-$398K -5,534 Closed
FPCG
1002
Fort Pitt Capital Group
Pennsylvania
-$342K -4,749 Closed
S
1003
ShariaPortfolio
Florida
-$320K -4,451 Closed
OTPPB
1004
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$311K -4,326 Closed
PP
1005
Paloma Partners
Connecticut
-$323K -4,269 Closed
DJYG
1006
David J. Yvars Group
Florida
-$306K -4,255 Closed
FFN
1007
Focus Financial Network
Minnesota
-$296K -4,116 Closed
SP
1008
Systematic Portfolios
New York
-$293K -4,068 Closed
DFCM
1009
Dark Forest Capital Management
Puerto Rico
-$286K -3,970 Closed
EAM
1010
Evanson Asset Management
California
-$275K -3,822 Closed
TNA
1011
True North Advisors
Texas
-$259K -3,595 Closed
SP
1012
Symmetry Partners
Connecticut
-$252K -3,428 Closed
LCWP
1013
Legacy Capital Wealth Partners
Arkansas
-$243K -3,380 Closed
MF
1014
Magnetar Financial
Illinois
-$233K -3,235 Closed
KWA
1015
Kingswood Wealth Advisors
California
-$215K -2,989 Closed
VIM
1016
Vista Investment Management
Pennsylvania
-$206K -2,860 Closed
TWM
1017
Tradition Wealth Management
Minnesota
-$136K -1,890 Closed
TVAMP
1018
Tennessee Valley Asset Management Partners
Tennessee
-$85.4K -1,187 Closed
ACM
1019
Aquatic Capital Management
Illinois
-$79K -1,100 Closed
TCPG
1020
Trivant Custom Portfolio Group
California
-$64.8K -900 Closed
SOW
1021
State of Wyoming
Wyoming
-$53.3K -740 Closed
CAM
1022
Chesapeake Asset Management
New York
-$32.4K -450 Closed
LFA
1023
Level Financial Advisors
New York
-$32.4K -450 Closed
RFG
1024
REAP Financial Group
Texas
-$28.8K -400 Closed
EC
1025
EdgeRock Capital
Colorado
-$24.1K -344 Closed