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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
CAM
151
Covenant Asset Management
New Jersey
$9.96M +$37.9K +516 +0.4%
VEPM
152
Vista Equity Partners Management
California
$9.92M +$335K +4,562 +3%
KC
153
Knuff & Co
California
$9.76M +$111K +1,515 +1%
OAM
154
Oppenheimer Asset Management
New York
$9.65M -$648K -8,815 -6%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$9.5M +$1.87M +25,402 +24%
HighTower Advisors
156
HighTower Advisors
Illinois
$9.46M +$2.59M +35,224 +37%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$9.35M -$4.91M -66,824 -34%
TYCC
158
Texas Yale Capital Corp
Florida
$9.25M +$8.96K +122 +0.1%
CWM
159
Congress Wealth Management
Massachusetts
$8.85M +$645K +8,785 +8%
ASRS
160
Arizona State Retirement System
Arizona
$8.82M +$93.2K +1,269 +1%
BCH
161
Berkshire Capital Holdings
California
$8.77M -$4.54M -61,790 -34%
BP
162
Broadleaf Partners
Ohio
$8.44M -$19K -259 -0.2%
QCM
163
QRG Capital Management
Illinois
$8.3M -$784K -10,669 -8%
SCM
164
Silvant Capital Management
Georgia
$8.14M -$134K -1,819 -2%
GC
165
Guggenheim Capital
Illinois
$8.03M +$996K +13,559 +14%
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$7.84M -$5.86M -79,734 -42%
ACIM
167
Azimuth Capital Investment Management
Michigan
$7.69M +$26.7K +364 +0.3%
Creative Planning
168
Creative Planning
Kansas
$7.48M +$303K +4,129 +4%
Wolverine Trading
169
Wolverine Trading
Illinois
$7.26M -$3.45M -46,903 -32%
LWM
170
Lyell Wealth Management
California
$7.17M +$2.33M +31,700 +47%
Truist Financial
171
Truist Financial
North Carolina
$7.17M -$751K -10,227 -9%
Citadel Advisors
172
Citadel Advisors
Florida
$7.17M -$228M -3,107,197 -97%
Assenagon Asset Management
173
Assenagon Asset Management
Luxembourg
$7.16M +$768K +10,455 +12%
CAG
174
Crestwood Advisors Group
Massachusetts
$7.06M -$692K -9,423 -9%
Axa
175
Axa
France
$6.97M +$909K +12,377 +15%

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.