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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
BAM
276
Blueshift Asset Management
New Jersey
$1.38M +$1.35M +23,746 New
CFS
277
CRA Financial Services
New Jersey
$1.34M -$22.6K -397 -2%
NRS
278
Neville Rodie & Shaw
New York
$1.34M
NAM
279
NorthCoast Asset Management
Connecticut
$1.31M -$42.1K -741 -3%
DADC
280
D.A. Davidson & Co
Montana
$1.3M -$6.93K -122 -0.5%
FLI
281
Family Legacy Inc
South Carolina
$1.3M +$303K +5,338 +31%
YIA
282
YHB Investment Advisors
Connecticut
$1.29M -$910 -16 -0.1%
WAM
283
World Asset Management
Michigan
$1.29M -$252K -4,440 -17%
USAA
284
United Services Automobile Association
Texas
$1.26M -$68.7K -1,209 -5%
RCM
285
Riverhead Capital Management
Delaware
$1.26M -$208K -3,660 -14%
1NWS
286
1 North Wealth Services
Maryland
$1.14M +$1.11M +19,544 New
LWM
287
Lenox Wealth Management
Ohio
$1.13M -$15.5K -273 -1%
SNBOSD
288
Security National Bank of So Dak
Iowa
$1.13M +$29K +510 +3%
QCG
289
Quadrant Capital Group
Ohio
$1.13M +$257K +4,529 +30%
QIM
290
Quantitative Investment Management
Virginia
$1.12M -$1.35M -23,829 -55%
HPC
291
HM Payson & Co
Maine
$1.11M +$17.1K +300 +2%
LOAME
292
Lombard Odier Asset Management (Europe)
United Kingdom
$1.11M
O
293
Ossiam
France
$1.11M +$915K +16,103 +564%
HKAM
294
Horizon Kinetics Asset Management
New York
$1.07M -$19.9K -350 -2%
HVIA
295
Hudson Valley Investment Advisors
New York
$1.05M -$34.1K -600 -3%
AP
296
Advisor Partners
California
$1.01M +$53.3K +938 +6%
SNBOSCI
297
Security National Bank of Sioux City Iowa
Iowa
$1.01M -$12.5K -220 -1%
BWP
298
Baldwin Wealth Partners
Massachusetts
$994K +$69.1K +1,215 +8%
CTC
299
Central Trust Company
Missouri
$993K -$6.03K -106 -0.6%
BTW
300
Boston Trust Walden
Massachusetts
$987K

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.