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Toronto Dominion Bank

423 hedge funds and large institutions have $50.9B invested in Toronto Dominion Bank in 2014 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 158 increasing their positions, 148 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

16% more call options, than puts

Call options by funds: $203M | Put options by funds: $174M

10% more capital invested

Capital invested by funds: $46.1B → $50.9B (+$4.83B)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 415423 (+8)

7% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 148

0.89% more ownership

Funds ownership: 52.71%53.59% (+0.89%)

Holders
423
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
12.16%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.35%
New
42
Increased
158
Reduced
148
Closed
32
Calls
$203M
Puts
$174M
Net Calls
+$28.6M
Net Calls Change
+$68.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
301
Atwood & Palmer
Missouri
$450K
KS
302
Karpas Strategies
Connecticut
$449K
QT
303
Quantbot Technologies
New York
$438K +$414K +8,521 New
IPC
304
Independent Portfolio Consultants
Florida
$431K -$30.8K -635 -7%
JIC
305
Johnson Investment Counsel
Ohio
$430K -$1.55K -32 -0.4%
PCM
306
Peg Capital Management
New Hampshire
$429K
FNBOH
307
First National Bank of Hutchinson
Kansas
$411K +$35.5K +731 +10%
HTHT
308
Hemenway Trust Hemenway Trust
New Hampshire
$398K
JIP
309
Jaffetilchin Investment Partners
Florida
$392K +$370K +7,625 New
RBC
310
Ronald Blue & Co
Georgia
$383K +$1.21K +25 +0.3%
DADC
311
D.A. Davidson & Co
Montana
$368K +$40.8K +840 +13%
BA
312
Bridgewater Advisors
New York
$367K -$10.4K -214 -3%
FB
313
Fulton Bank
Pennsylvania
$366K
PIC
314
Portland Investment Counsel
Ontario, Canada
$365K +$323K +6,647 New
MIC
315
MU Investments Company
Japan
$363K -$38.8K -800 -10%
PAI
316
Pittenger & Anderson Inc
Nebraska
$360K
YMRC
317
Yorktown Management & Research Company
Virginia
$360K
PA
318
Pinnacle Associates
New York
$358K -$17K -350 -5%
AP
319
Advisor Partners
California
$354K +$777 +16 +0.2%
TCM
320
Telos Capital Management
California
$353K +$1.36K +28 +0.4%
ONB
321
Old National Bancorp
Indiana
$342K +$323K +6,654 New
LJHT
322
Laurie J. Hall Trustee
$337K +$4.85K +100 +2%
RC
323
RegentAtlantic Capital
New Jersey
$331K +$4.85K +100 +2%
DSA
324
Davis Selected Advisers
Arizona
$329K
WA
325
WBH Advisory
Maryland
$325K -$4.85K -100 -2%

TD Hedge Fund Activity: Q2 2014 in Review

423 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q2 2014, worth a combined $50.9B — up 10% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TD positions and 32 closed out — a net gain of 10 holders — while 158 added to existing stakes and 148 trimmed.

The largest buyer was Norges Bank, adding an estimated $812M. The largest seller was 1832 Asset Management, cutting an estimated $266M.

  • 423 institutional investors held Toronto Dominion Bank (TD) as of Q2 2014, up from 415 in Q1 2014.
  • Funds reported $50.9B of Toronto Dominion Bank stock for Q2 2014, up 10% quarter-over-quarter.
  • 42 funds opened new Toronto Dominion Bank positions in Q2 2014 and 32 closed out, a net change of +10 holders.
  • The largest Toronto Dominion Bank buyer in Q2 2014 was Norges Bank, an estimated $812M added.
  • The largest Toronto Dominion Bank seller in Q2 2014 was 1832 Asset Management, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2014.