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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
WCBA
276
Weaver C. Barksdale & Associates
Tennessee
$531K
LNWWM
277
Laird Norton Wetherby Wealth Management
California
$527K -$92.3K -2,319 -15%
NIT
278
NumerixS Investment Technologies
British Columbia, Canada
$517K +$120K +3,010 +30%
GT
279
Glenmede Trust
Pennsylvania
$509K -$39.3K -988 -7%
State Street
280
State Street
Massachusetts
$503K -$11.9K -300 -2%
UCFA
281
United Capital Financial Advisors
Texas
$501K -$2.75K -69 -0.5%
ACP
282
Ashfield Capital Partners
California
$485K -$208K -5,230 -30%
TAM
283
Tocqueville Asset Management
New York
$472K -$36.5K -916 -7%
Stifel Financial
284
Stifel Financial
Missouri
$464K -$331K -8,312 -41%
BHWM
285
Bar Harbor Wealth Management
New Hampshire
$464K
DADC
286
D.A. Davidson & Co
Montana
$453K +$76.7K +1,925 +20%
JIC
287
Johnson Investment Counsel
Ohio
$449K +$20.3K +510 +5%
MCA
288
Mercer Capital Advisers
New Jersey
$446K
FAAS
289
First Allied Advisory Services
California
$446K +$120K +3,007 +36%
LIM
290
Leavell Investment Management
Alabama
$440K -$11.9K -300 -3%
VFA
291
Voya Financial Advisors
Connecticut
$436K +$11.5K +290 +3%
PAM
292
Premier Asset Management
Illinois
$435K -$28.9K -725 -6%
HDIM
293
Hanson & Doremus Investment Management
Vermont
$431K -$1.97M -49,529 -82%
HTC
294
Haverford Trust Company
Pennsylvania
$427K +$192K +4,825 +80%
Parallax Volatility Advisers
295
Parallax Volatility Advisers
California
$417K +$112K +2,816 +36%
LOAMS
296
Lombard Odier Asset Management (Switzerland)
Switzerland
$416K -$470K -11,812 -53%
AF
297
Arrow Financial
New York
$401K
RHBC
298
R.H. Bluestein & Co
Michigan
$398K
SFU
299
Stonehage Fleming (UK)
United Kingdom
$392K
Envestnet Asset Management
300
Envestnet Asset Management
Illinois
$389K -$48.2K -1,210 -11%

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.