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Toronto Dominion Bank

540 hedge funds and large institutions have $42.4B invested in Toronto Dominion Bank in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 165 increasing their positions, 207 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 4751 (+4)

6% more capital invested

Capital invested by funds: $40.2B → $42.4B (+$2.26B)

0.09% less ownership

Funds ownership: 49.99%49.9% (-0.09%)

1% less funds holding

Funds holding: 544540 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

20% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 207

34% less call options, than puts

Call options by funds: $259M | Put options by funds: $394M

Holders
540
Holders Change
-4
Holders Change %
-0.74%
% of All Funds
10.9%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
1.03%
New
55
Increased
165
Reduced
207
Closed
56
Calls
$259M
Puts
$394M
Net Calls
-$135M
Net Calls Change
-$83.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
276
Burney Company
Virginia
$602K +$77.8K +1,670 +15%
EFS
277
Essex Financial Services
Connecticut
$601K +$100K +2,157 +20%
KWM
278
Kingsview Wealth Management
Oregon
$590K -$68.4K -1,469 -10%
WB
279
WesBanco Bank
West Virginia
$589K +$23.1K +497 +4%
HDIM
280
Hanson & Doremus Investment Management
Vermont
$585K -$7.73K -166 -1%
AIC
281
Archer Investment Corporation
Indiana
$578K
AG
282
Algert Global
California
$559K +$562K +12,074 New
PA
283
Pinnacle Associates
New York
$534K
RMDI
284
R.M. Davis Inc
Maine
$509K -$23.2K -498 -4%
LWAC
285
Laurel Wealth Advisors (California)
California
$502K +$25.6K +550 +5%
BSAM
286
Blue Square Asset Management
New York
$494K +$312K +6,705 +168%
TPCW
287
TD Private Client Wealth
New York
$493K -$792 -17 -0.2%
JFA
288
Johanson Financial Advisors
California
$493K +$23.7K +508 +5%
HTHT
289
Hemenway Trust Hemenway Trust
New Hampshire
$488K
HFM
290
Hartford Financial Management
Connecticut
$472K
UH
291
Unigestion Holding
Switzerland
$472K +$126K +2,706 +36%
AIM
292
Alhambra Investment Management
Florida
$467K +$9.31K +200 +2%
OPA
293
Old Port Advisors
Maine
$462K -$3.54K -76 -0.8%
NRS
294
Neville Rodie & Shaw
New York
$456K -$9.41K -202 -2%
AAS
295
Avantax Advisory Services
Texas
$456K +$222K +4,758 +94%
1WA
296
180 Wealth Advisors
Washington
$453K +$15.1K +324 +3%
QI
297
Qtron Investments
Massachusetts
$452K +$456K +9,800 New
AFAS
298
Acorn Financial Advisory Services
Virginia
$451K
CCFCSB
299
Cape Cod Five Cents Savings Bank
Massachusetts
$447K -$466 -10 -0.1%
AWM
300
Aries Wealth Management
Maine
$444K -$9.13K -196 -2%

TD Hedge Fund Activity: Q3 2020 in Review

540 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2020, worth a combined $42.4B — up 5.6% from $40.2B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of TD and 55 opened new positions — a net loss of 1 holder — while 207 trimmed existing stakes and 165 added.

The largest buyer was Capital Research Global Investors, adding an estimated $493M. The largest seller was TD Asset Management, cutting an estimated $411M.

  • 540 institutional investors held Toronto Dominion Bank (TD) as of Q3 2020, down from 544 in Q2 2020.
  • Funds reported $42.4B of Toronto Dominion Bank stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 55 funds opened new Toronto Dominion Bank positions in Q3 2020 and 56 closed out, a net change of -1 holder.
  • The largest Toronto Dominion Bank buyer in Q3 2020 was Capital Research Global Investors, an estimated $493M added.
  • The largest Toronto Dominion Bank seller in Q3 2020 was TD Asset Management, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2020.