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Trade Desk

184 hedge funds and large institutions have $1.53B invested in Trade Desk in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 46

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $1.39B → $1.53B (+$141M)

5% more funds holding

Funds holding: 175184 (+9)

19% less call options, than puts

Call options by funds: $48.4M | Put options by funds: $60M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

120% less ownership

Funds ownership: 1,026.37%906.38% (-120%)

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
44
Increased
72
Reduced
46
Closed
34
Calls
$48.4M
Puts
$60M
Net Calls
-$11.6M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$35K +$12.8K +2,500 +54%
PHK
152
Point72 Hong Kong
Hong Kong
$31K +$31.7K +6,180 New
MYIA
153
Mount Yale Investment Advisors
Colorado
$24K +$25.3K +4,930 New
SPIA
154
Steward Partners Investment Advisory
New York
$19K +$20.5K +4,000 New
GEA
155
Glen Eagle Advisors
New Jersey
$15.9K +$16.4K +3,200 New
RWP
156
RWA Wealth Partners
Massachusetts
$15K +$15.4K +3,000 New
AIM
157
Advantage Investment Management
Iowa
$14K +$14.1K +2,750 New
KTC
158
Kistler-Tiffany Companies
Pennsylvania
$13K +$4K +780 +41%
CLOS
159
Compagnie Lombard Odier SCmA
Switzerland
$10K +$10.2K +2,000 New
IFAM
160
Institutional & Family Asset Management
Colorado
$10K +$10.2K +2,000 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$9K
SWM
162
SeaCrest Wealth Management
New York
$8K -$32.3K -6,300 -79%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$8K +$8.09K +1,580 New
RA
164
Royce & Associates
New York
$7K -$768 -150 -10%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$7K +$512 +100 +8%
IA
166
IFP Advisors
Florida
$5K
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.96K
MWM
168
MinichMacGregor Wealth Management
New York
$4K
WA
169
WealthTrust-Arizona
Arizona
$4K
MOS
170
MGO One Seven
Ohio
$4K +$4.1K +800 New
SWP
171
Stratos Wealth Partners
Ohio
$4K +$4.25K +830 New
WOC
172
West Oak Capital
California
$3.23K +$3.33K +650 New
ATC
173
Adirondack Trust Company
New York
$3K
APA
174
American Portfolios Advisors
New York
$2.48K
PAI
175
Pittenger & Anderson Inc
Nebraska
$2K