Amtd Idea GroupAMTD
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 10 institutions reported holding Amtd Idea Group (AMTD) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 3 sold out. The largest holders were Gotham Asset Management ($967K), Morgan Stanley ($255K) and Allegiance Financial Group Advisory Services LLC ($49K). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $49K |
All 13F filers, Q3 2024 → Q4 2024: 4,390 shares bought and 114,827 shares sold, net −110,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Gotham Asset Management | 0.01% | Reduce -54.8% | 46,003 | $967K |
| Morgan Stanley | 0.00% | No change | 212,467 | $255K |
| Allegiance Financial Group Advisory Services LLC | 0.02% | Reduce -18.5% | 40,739 | $49K |
| Renaissance Technologies | 0.00% | Reduce -58.8% | 10,566 | $13K |
| Osaic Holdings, Inc. | 0.00% | Add +362.3% | 4,776 | $6K |
| SBI Securities Co., Ltd. | 0.00% | — | 3,318 | $4K |
| FMR LLC | 0.00% | Add +36.4% | 2,425 | $3K |
| Rhumbline Advisers | 0.00% | No change | 398 | $477 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 20 | $24 |
| Avior Wealth Management, LLC | 0.00% | No change | 16 | $19 |
"% of holder's portfolio" is AMTD's weight in each manager's 13F, not the share of Amtd Idea Group the manager owns.