Amtd Idea GroupAMTD

13F holders, Q3 2024 (September 30)
12holders
3new positions
3sold out
3famous investors
$8.75avg. 13F price*

At the end of Q3 2024, 12 institutions reported holding Amtd Idea Group (AMTD) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 3 sold out. The largest holders were Gotham Asset Management ($3.3M), Morgan Stanley ($300K) and Allegiance Financial Group Advisory Services LLC ($70K). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$3.3M
Exits3$52K

All 13F filers, Q2 2024 → Q3 2024: 129,084 shares bought and 50,442 shares sold, net +78,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Gotham Asset Management 0.03% New 101,813 $3.3M
Morgan Stanley 0.00% No change 212,467 $300K
Allegiance Financial Group Advisory Services LLC 0.02% No change 49,999 $70K
Renaissance Technologies 0.00% Add +102.6% 25,666 $36K
Citadel Advisors 0.00% Reduce -50.3% 18,736 $26K
Two Sigma Securities, LLC 0.00% New 14,255 $20K
FMR LLC 0.00% No change 1,778 $3K
Barclays PLC 0.00% No change 1,666 $2K
Osaic Holdings, Inc. 0.00% Reduce -4.7% 1,033 $1K
Rhumbline Advisers 0.00% No change 398 $561
Federation des caisses Desjardins du Quebec 0.00% No change 20 $28
Avior Wealth Management, LLC 0.00% New 16 $22

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