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Toronto Dominion Bank

604 hedge funds and large institutions have $52B invested in Toronto Dominion Bank in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 217 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $490M | Put options by funds: $260M

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

1% more funds holding

Funds holding: 597604 (+7)

0.77% less ownership

Funds ownership: 49.6%48.83% (-0.77%)

1% less capital invested

Capital invested by funds: $52.6B → $52B (-$592M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 217

Holders
604
Holders Change
+7
Holders Change %
+1.17%
% of All Funds
13.25%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.18%
New
58
Increased
192
Reduced
217
Closed
48
Calls
$490M
Puts
$260M
Net Calls
+$230M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
226
HMS Capital Management
Tennessee
$2.27M +$1.06M +18,638 +95%
CCMINC
227
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.24M +$9.72K +171 +0.4%
CCM
228
Cox Capital Management
Massachusetts
$2.23M +$1.37M +24,014 +168%
VLKIM
229
Van Lanschot Kempen Investment Management
Netherlands
$2.23M -$210K -3,693 -11%
KIA
230
KCM Investment Advisors
California
$2.22M -$203K -3,579 -9%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$2.19M -$46.8K -824 -2%
BDS
232
Banco de Sabadell
Florida
$2.17M +$45.5K +800 +3%
PCM
233
Parsons Capital Management
Rhode Island
$2.17M -$2.84K -50 -0.1%
DFA
234
Delta Financial Advisors
Louisiana
$2.13M +$44.1K +775 +2%
SXL
235
Summit X LLC
Missouri
$2.1M +$82.1K +1,445 +4%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$2.06M -$122K -2,150 -6%
WA
237
WealthTrust Axiom
Pennsylvania
$2.04M -$385K -6,775 -16%
ACM
238
AlphaCrest Capital Management
New York
$2.03M +$1.98M +34,881 New
PT
239
Plimoth Trust
Massachusetts
$2.02M -$209K -3,680 -10%
GC
240
Grimes & Company
Massachusetts
$1.96M
LCM
241
Laurion Capital Management
New York
$1.93M +$1.89M +33,200 New
MC
242
Moors & Cabot
Massachusetts
$1.9M +$957K +16,843 +107%
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$1.87M +$93.6K +1,646 +5%
BOPW
244
Brandywine Oak Private Wealth
Pennsylvania
$1.83M +$9.32K +164 +0.5%
KCPG
245
Kavar Capital Partners Group
Kansas
$1.83M -$27K -475 -1%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$1.82M -$158K -2,772 -8%
CA
247
Claro Advisors
Massachusetts
$1.8M +$11.1K +196 +0.6%
AG
248
Advisor Group
Arizona
$1.77M +$410K +7,216 +31%
SPIA
249
Steward Partners Investment Advisory
New York
$1.77M -$29.2K -513 -2%
ACM
250
Ativo Capital Management
Illinois
$1.76M -$233K -4,097 -12%

TD Hedge Fund Activity: Q3 2019 in Review

604 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2019, worth a combined $52B — down 1.1% from $52.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 48 closed out — a net gain of 10 holders — while 192 added to existing stakes and 217 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $441M. The largest seller was TD Asset Management, cutting an estimated $562M.

  • 604 institutional investors held Toronto Dominion Bank (TD) as of Q3 2019, up from 597 in Q2 2019.
  • Funds reported $52B of Toronto Dominion Bank stock for Q3 2019, down 1.1% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q3 2019 and 48 closed out, a net change of +10 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2019 was Bank of Montreal, an estimated $441M added.
  • The largest Toronto Dominion Bank seller in Q3 2019 was TD Asset Management, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2019.