Amtd Idea GroupAMTD

13F holders, Q1 2024 (March 31)
11holders
1famous investor
$1.77avg. 13F price*

At the end of Q1 2024, 11 institutions reported holding Amtd Idea Group (AMTD) in their 13F filings. The largest holders were Morgan Stanley ($376K), Allegiance Financial Group Advisory Services LLC ($88K) and Renaissance Technologies ($50K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Amtd Idea Group
CUSIP
00180G304
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 11Q1 2024Q2 2024: 12Q2 2024Q3 2024: 12Q3 2024Q4 2024: 10Q4 2024Q1 2025: 10Q1 2025Q2 2025: 13Q2 2025Q3 2025: 9Q3 2025Q4 2025: 10Q4 2025Q1 2026: 9Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits2$8K

Ownership 11 holders

Morgan Stanley 0.00% No change 212,467 $376K
Allegiance Financial Group Advisory Services LLC 0.04% No change 49,999 $88K
Renaissance Technologies 0.00% Add +25.4% 28,000 $50K
American Century Companies Inc. 0.00% No change 26,417 $47K
Envestnet Asset Management Inc. 0.00% Add +17.8% 20,178 $36K
FMR LLC 0.00% No change 1,778 $3K
Barclays PLC 0.00% No change 1,666 $3K
Rhumbline Advisers 0.00% No change 398 $704
Osaic Holdings, Inc. 0.00% Add +852.4% 200 $354
Federation des caisses Desjardins du Quebec 0.00% No change 20 $35
Carmichael Hill & Associates, Inc. 0.00% No change 1 $2

"% of holder's portfolio" is AMTD's weight in each manager's 13F, not the share of Amtd Idea Group the manager owns.