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Toronto Dominion Bank

437 hedge funds and large institutions have $39.7B invested in Toronto Dominion Bank in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 161 increasing their positions, 160 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $148M | Put options by funds: $69M

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

1.17% more ownership

Funds ownership: 53.76%54.93% (+1.2%)

1% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 160

5% less capital invested

Capital invested by funds: $41.8B → $39.7B (-$2.08B)

3% less funds holding

Funds holding: 449437 (-12)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
437
Holders Change
-12
Holders Change %
-2.67%
% of All Funds
12.2%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.34%
New
38
Increased
161
Reduced
160
Closed
45
Calls
$148M
Puts
$69M
Net Calls
+$79M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
251
Williams Jones & Associates
New York
$731K -$119K -3,000 -14%
HS
252
HighVista Strategies
Massachusetts
$723K -$9K -226 -1%
MA
253
MUFG Americas
New York
$713K -$364K -9,129 -34%
RMDI
254
R.M. Davis Inc
Maine
$703K -$57.7K -1,450 -8%
NERM
255
New England Research & Management
Illinois
$692K +$127K +3,200 +22%
HPC
256
HM Payson & Co
Maine
$639K -$41K -1,029 -6%
SEI Investments
257
SEI Investments
Pennsylvania
$620K +$204K +5,124 +48%
PAG
258
Private Advisor Group
New Jersey
$607K +$268K +6,718 +78%
LBC
259
Lowe Brockenbrough & Co
Virginia
$606K
Ohio Public Employees Retirement System (OPERS)
260
Ohio Public Employees Retirement System (OPERS)
Ohio
$602K -$478K -12,000 -44%
BC
261
Burney Company
Virginia
$596K -$10.9K -274 -2%
SNBOSD
262
Security National Bank of So Dak
Iowa
$591K +$23.3K +584 +4%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$590K +$32.8K +823 +6%
SW
264
SVB Wealth
Massachusetts
$589K +$12.7K +320 +2%
Manulife (Manufacturers Life Insurance)
265
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$586K +$330M +8,292,848 +126%
FANJ
266
Financial Architects (New Jersey)
New Jersey
$581K -$6.37K -160 -1%
CFN
267
Cordasco Financial Network
Florida
$579K
M&T Bank
268
M&T Bank
New York
$573K -$79K -1,984 -12%
CB
269
Community Bank
New York
$573K +$101K +2,525 +21%
Wellington Management Group
270
Wellington Management Group
Massachusetts
$572K +$161K +4,050 +38%
WTC
271
WhitTier Trust Company
Nevada
$570K -$356K -8,930 -38%
NAMA
272
Nikko Asset Management Americas
New York
$565K
PMFA
273
Plante Moran Financial Advisors
Michigan
$552K -$48.1K -1,208 -8%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$535K +$540K +13,568 New
PSUF
275
People's United Financial
Connecticut
$533K +$309K +7,765 +135%

TD Hedge Fund Activity: Q3 2015 in Review

437 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2015, worth a combined $39.7B — down 5% from $41.8B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TD and 38 opened new positions — a net loss of 7 holders — while 160 trimmed existing stakes and 161 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $330M. The largest seller was William Blair & Company, cutting an estimated $123M.

  • 437 institutional investors held Toronto Dominion Bank (TD) as of Q3 2015, down from 449 in Q2 2015.
  • Funds reported $39.7B of Toronto Dominion Bank stock for Q3 2015, down 5% quarter-over-quarter.
  • 38 funds opened new Toronto Dominion Bank positions in Q3 2015 and 45 closed out, a net change of -7 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $330M added.
  • The largest Toronto Dominion Bank seller in Q3 2015 was William Blair & Company, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2015.