Amtd Idea GroupAMTD

13F holders, Q2 2024 (June 30)
12holders +1
2new positions
1sold out
2famous investors
$1.67avg. 13F price*

At the end of Q2 2024, 12 institutions reported holding Amtd Idea Group (AMTD) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($355K), Allegiance Financial Group Advisory Services LLC ($83K) and Citadel Advisors ($63K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 → Q2 2024

InstitutionsTotal Value
New Positions2$71K
Exits1$36K

All 13F filers, Q1 2024 → Q2 2024: 43,593 shares bought and 35,512 shares sold, net +8,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Morgan Stanley 0.00% No change 212,467 $355K
Allegiance Financial Group Advisory Services LLC 0.03% No change 49,999 $83K
Citadel Advisors 0.00% New 37,720 $63K
American Century Companies Inc. 0.00% No change 26,417 $44K
Renaissance Technologies 0.00% Reduce -54.8% 12,666 $21K
UBS Group AG 0.00% New 4,989 $8K
FMR LLC 0.00% No change 1,778 $3K
Barclays PLC 0.00% No change 1,666 $3K
Osaic Holdings, Inc. 0.00% Add +442.0% 1,084 $2K
Rhumbline Advisers 0.00% No change 398 $664
Federation des caisses Desjardins du Quebec 0.00% No change 20 $33
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.