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Toronto Dominion Bank

382 hedge funds and large institutions have $44.8B invested in Toronto Dominion Bank in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $39B → $44.8B (+$5.75B)

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

3% more funds holding

Funds holding: 371382 (+11)

1.65% more ownership

Funds ownership: 106.52%108.17% (+1.6%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

15% less call options, than puts

Call options by funds: $227M | Put options by funds: $269M

Holders
382
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
12.39%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
1.59%
New
39
Increased
143
Reduced
127
Closed
24
Calls
$227M
Puts
$269M
Net Calls
-$41.6M
Net Calls Change
-$74.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
226
Waratah Capital Advisors
Ontario, Canada
$872K -$782K -18,400 -49%
CCFCSB
227
Cape Cod Five Cents Savings Bank
Massachusetts
$866K
NAMA
228
Nikko Asset Management Americas
New York
$844K +$544K +12,800 +237%
HPC
229
HM Payson & Co
Maine
$842K -$8.5K -200 -1%
LBC
230
Lowe Brockenbrough & Co
Virginia
$827K -$56.5K -1,330 -7%
BB
231
Bell Bank
North Dakota
$805K -$4.59K -108 -0.6%
PIM
232
Progressive Investment Management
Oregon
$798K -$22.6K -532 -3%
PMG
233
ProVise Management Group
Florida
$787K +$153K +3,600 +26%
RIL
234
Rothschild Investment LLC
Illinois
$778K -$14.9K -350 -2%
Wellington Management Group
235
Wellington Management Group
Massachusetts
$776K -$17.8K -418 -2%
WTC
236
WhitTier Trust Company
Nevada
$754K +$77.2K +1,816 +12%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$740K +$68.3K +1,608 +11%
FANJ
238
Financial Architects (New Jersey)
New Jersey
$706K -$62.4K -1,468 -9%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$688K -$2.63K -62 -0.4%
VanEck Associates
240
VanEck Associates
New York
$674K +$7.39K +174 +1%
Vanguard Group
241
Vanguard Group
Pennsylvania
$640K +$212K +5,000 +57%
CI
242
Capital International
California
$623K
HVIA
243
Hudson Valley Investment Advisors
New York
$618K +$170K +3,990 +41%
DCM
244
Donaldson Capital Management
Indiana
$607K -$218K -5,124 -28%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$606K +$411K +9,660 +254%
TAM
246
Tocqueville Asset Management
New York
$589K
IPC
247
Independent Portfolio Consultants
Florida
$585K -$3.83K -90 -0.7%
BIM
248
Bridges Investment Management
Nebraska
$579K +$77.8K +1,830 +17%
VOAM
249
Vertex One Asset Management
British Columbia, Canada
$568K -$1.08M -25,420 -67%
PMFA
250
Plante Moran Financial Advisors
Michigan
$560K +$527K +12,412 +26,983%

TD Hedge Fund Activity: Q3 2013 in Review

382 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2013, worth a combined $44.8B — up 15% from $39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TD positions and 24 closed out — a net gain of 15 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $289M. The largest seller was 1832 Asset Management, cutting an estimated $240M.

  • 382 institutional investors held Toronto Dominion Bank (TD) as of Q3 2013, up from 371 in Q2 2013.
  • Funds reported $44.8B of Toronto Dominion Bank stock for Q3 2013, up 15% quarter-over-quarter.
  • 39 funds opened new Toronto Dominion Bank positions in Q3 2013 and 24 closed out, a net change of +15 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2013 was Mawer Investment Management, an estimated $289M added.
  • The largest Toronto Dominion Bank seller in Q3 2013 was 1832 Asset Management, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2013.