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Toronto Dominion Bank

415 hedge funds and large institutions have $46.1B invested in Toronto Dominion Bank in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 158 increasing their positions, 147 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

5% more funds holding in top 10

Funds holding in top 10: 4446 (+2)

4% more funds holding

Funds holding: 398415 (+17)

7% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 147

5% more capital invested

Capital invested by funds: $44.1B → $46.1B (+$2.01B)

19% less call options, than puts

Call options by funds: $173M | Put options by funds: $213M

53.97% less ownership

Funds ownership: 106.68%52.71% (-54%)

Holders
415
Holders Change
+17
Holders Change %
+4.27%
% of All Funds
11.98%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
1.33%
New
44
Increased
158
Reduced
147
Closed
22
Calls
$173M
Puts
$213M
Net Calls
-$39.6M
Net Calls Change
+$60M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
251
Raymond James & Associates
Florida
$793K +$762K +16,904 New
HVIA
252
Hudson Valley Investment Advisors
New York
$776K +$119K +2,645 +19%
BB
253
Bell Bank
North Dakota
$749K +$17.1K +380 +2%
EFS
254
Essex Financial Services
Connecticut
$730K +$471K +10,448 +205%
MC
255
Moors & Cabot
Massachusetts
$726K +$697K +15,454 New
BHWM
256
Bar Harbor Wealth Management
New Hampshire
$713K -$2.25K -50 -0.3%
BIM
257
Bridges Investment Management
Nebraska
$669K +$39.2K +870 +7%
CFN
258
Cordasco Financial Network
Florida
$663K
Cohen & Steers
259
Cohen & Steers
New York
$629K -$631K -14,000 -51%
PMG
260
ProVise Management Group
Florida
$629K -$185K -4,100 -23%
DCM
261
Donaldson Capital Management
Indiana
$625K
LTFS
262
Ladenburg Thalmann Financial Services
Florida
$623K +$33.5K +744 +6%
Envestnet Asset Management
263
Envestnet Asset Management
Illinois
$611K +$82.5K +1,831 +16%
ACP
264
Ashfield Capital Partners
California
$596K -$27.9K -620 -5%
NA
265
Navellier & Associates
Nevada
$593K -$11.9K -263 -2%
LAM
266
Lingohr Asset Management
Germany
$592K -$1.63M -36,200 -74%
VanEck Associates
267
VanEck Associates
New York
$590K -$62.7K -1,392 -10%
VOAM
268
Vertex One Asset Management
British Columbia, Canada
$583K -$460K -10,204 -45%
PMFA
269
Plante Moran Financial Advisors
Michigan
$583K
AG
270
Algert Global
California
$571K +$549K +12,170 New
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$567K +$4.51K +100 +0.8%
BHIA
272
Birch Hill Investment Advisors
Massachusetts
$564K -$90.2K -2,000 -14%
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$558K +$38.9K +863 +8%
NDSI
274
Newman Dignan & Sheerar Inc
Rhode Island
$557K +$18K +400 +3%
FWIA
275
Fort Washington Investment Advisors
Ohio
$554K +$18K +400 +4%

TD Hedge Fund Activity: Q1 2014 in Review

415 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2014, worth a combined $46.1B — up 4.6% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TD positions and 22 closed out — a net gain of 22 holders — while 158 added to existing stakes and 147 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $179M.

  • 415 institutional investors held Toronto Dominion Bank (TD) as of Q1 2014, up from 398 in Q4 2013.
  • Funds reported $46.1B of Toronto Dominion Bank stock for Q1 2014, up 4.6% quarter-over-quarter.
  • 44 funds opened new Toronto Dominion Bank positions in Q1 2014 and 22 closed out, a net change of +22 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2014 was Manulife (Manufacturers Life Insurance), an estimated $143M added.
  • The largest Toronto Dominion Bank seller in Q1 2014 was Capital World Investors, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2014.