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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
PAS
301
Partnervest Advisory Services
California
$382K +$143K +3,600 +59%
BP
302
Ballentine Partners
Massachusetts
$378K +$16.6K +418 +5%
FNBT
303
FineMark National Bank & Trust
Florida
$376K
PIM
304
Progressive Investment Management
Oregon
$373K -$13.6K -342 -3%
Bessemer Group
305
Bessemer Group
New Jersey
$368K +$320K +8,045 +624%
CF
306
CenterStar Fund
Illinois
$361K
CCMG
307
Clark Capital Management Group
Pennsylvania
$361K
BA
308
BKS Advisors
Michigan
$352K +$67.7K +1,700 +24%
CCM
309
Condor Capital Management
New Jersey
$350K
RFS
310
Rockefeller Financial Services
New York
$347K
QT
311
Quantbot Technologies
New York
$347K +$284K +7,135 +427%
BC
312
Banced Corp
Illinois
$345K +$10.9K +274 +3%
CA
313
Cullinan Associates
Kentucky
$344K
KS
314
Karpas Strategies
Connecticut
$344K
Walleye Trading
315
Walleye Trading
New York
$336K +$239K +5,991 +238%
11A
316
10-15 Associates
New York
$330K -$1.99K -50 -0.6%
VFS
317
VSR Financial Services
Kansas
$328K
BCA
318
Bray Capital Advisors
Florida
$321K
Baird Financial Group
319
Baird Financial Group
Wisconsin
$301K +$55.5K +1,394 +22%
LOCC
320
Lombard Odier & Cie (Canada)
Quebec, Canada
$298K -$39.8K -1,000 -12%
TCM
321
Telos Capital Management
California
$295K +$6.73K +169 +2%
PFM
322
PacWest Financial Management
Arizona
$291K +$8.76K +220 +3%
RBC
323
Ronald Blue & Co
Georgia
$288K -$96.1K -2,414 -25%
RA
324
Rational Advisors
New York
$286K -$1.35M -34,000 -82%
MIC
325
MU Investments Company
Japan
$284K

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.