We are live on ! Find out more
TD icon

Toronto Dominion Bank

701 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 182 increasing their positions, 282 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

46% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $744M

8% more funds holding

Funds holding: 648701 (+53)

3% more capital invested

Capital invested by funds: $58.5B → $60.2B (+$1.67B)

0.91% less ownership

Funds ownership: 52.65%51.75% (-0.91%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 282

Holders
701
Holders Change
+53
Holders Change %
+8.18%
% of All Funds
10.22%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
101
Increased
182
Reduced
282
Closed
42
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Change in
Stake
PT
251
Plimoth Trust
Massachusetts
$1.65M -$98.9K -1,650 -6%
ATPW
252
Ashton Thomas Private Wealth
Arizona
$1.61M -$14.4K -241 -1%
LOAMS
253
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.61M +$344K +5,733 +30%
CS
254
Crescent Sterling
Louisiana
$1.59M -$31.4K -524 -2%
HPM
255
Hudson Portfolio Management
New York
$1.59M -$15K -250 -1%
SNBOSD
256
Security National Bank of So Dak
Iowa
$1.54M -$4.92K -82 -0.3%
ACL
257
Applied Capital LLC
Florida
$1.52M -$38.4K -640 -3%
GBWM
258
Granite Bay Wealth Management
New Hampshire
$1.51M
ADMI
259
Albert D. Mason Inc
Massachusetts
$1.51M -$18.6K -311 -1%
ECU
260
Eisler Capital (UK)
United Kingdom
$1.5M +$1.39M +23,253 New
MLRA
261
Main Line Retirement Advisors
Montana
$1.5M +$1.39M +23,248 New
MHS
262
M Holdings Securities
Oregon
$1.5M -$60K -1,000 -4%
SNBOSCI
263
Security National Bank of Sioux City Iowa
Iowa
$1.5M -$12K -200 -0.9%
Bessemer Group
264
Bessemer Group
New Jersey
$1.49M -$198K -3,298 -13%
IWC
265
Integrated Wealth Concepts
Massachusetts
$1.47M +$53.8K +898 +4%
PAG
266
Private Advisor Group
New Jersey
$1.46M +$246K +4,106 +22%
GSCM
267
Greenfield Seitz Capital Management
Texas
$1.43M +$1.32M +22,088 New
CT
268
Coastline Trust
Rhode Island
$1.43M -$38.1K -636 -3%
VPIM
269
Vanguard Personalized Indexing Management
California
$1.42M +$118K +1,969 +10%
RhumbLine Advisers
270
RhumbLine Advisers
Massachusetts
$1.42M -$5.34K -89 -0.4%
UB
271
UMB Bank
Missouri
$1.42M -$279K -4,650 -17%
Cerity Partners
272
Cerity Partners
New York
$1.4M +$366K +6,106 +39%
VF
273
Virtu Financial
New York
$1.38M +$1.28M +21,334 New
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$1.37M -$68.1K -1,136 -5%
BFS
275
Bard Financial Services
Connecticut
$1.37M -$26.1K -435 -2%

TD Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2023, worth a combined $60.2B — up 2.8% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TD positions and 42 closed out — a net gain of 59 holders — while 182 added to existing stakes and 282 trimmed.

The largest buyer was TD Asset Management, adding an estimated $625M. The largest seller was Bank of America, cutting an estimated $821M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q4 2023, up from 648 in Q3 2023.
  • Funds reported $60.2B of Toronto Dominion Bank stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 101 funds opened new Toronto Dominion Bank positions in Q4 2023 and 42 closed out, a net change of +59 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2023 was TD Asset Management, an estimated $625M added.
  • The largest Toronto Dominion Bank seller in Q4 2023 was Bank of America, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2023.