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Toronto Dominion Bank

498 hedge funds and large institutions have $46.1B invested in Toronto Dominion Bank in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $137M | Put options by funds: $86.6M

2% more funds holding in top 10

Funds holding in top 10: 5253 (+1)

9% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 190

2% less funds holding

Funds holding: 509498 (-11)

4.5% less ownership

Funds ownership: 53.76%49.27% (-4.5%)

8% less capital invested

Capital invested by funds: $50.4B → $46.1B (-$4.24B)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

Holders
498
Holders Change
-11
Holders Change %
-2.16%
% of All Funds
12.42%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
1.32%
New
35
Increased
172
Reduced
190
Closed
43
Calls
$137M
Puts
$86.6M
Net Calls
+$50.8M
Net Calls Change
-$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
301
Essex Financial Services
Connecticut
$662K -$31.4K -651 -5%
NFA
302
Nuveen Fund Advisors
Illinois
$658K -$31.6K -656 -5%
KWM
303
Kingsview Wealth Management
Oregon
$647K +$4.82K +100 +0.8%
CSM
304
CAMG Solamere Management
North Carolina
$636K -$10.3K -213 -2%
IAA
305
Independent Advisor Alliance
North Carolina
$636K +$17.9K +372 +3%
BC
306
Burney Company
Virginia
$626K -$13.8K -286 -2%
State Street
307
State Street
Massachusetts
$607K -$1.21M -25,056 -67%
HDIM
308
Hanson & Doremus Investment Management
Vermont
$601K
FIM
309
Freedom Investment Management
Connecticut
$599K +$62.4K +1,293 +12%
WT
310
Whittier Trust
California
$595K -$19.3K -400 -3%
BHWM
311
Bar Harbor Wealth Management
New Hampshire
$593K +$194K +4,014 +52%
HPC
312
HM Payson & Co
Maine
$590K
BF
313
BOK Financial
Oklahoma
$589K -$11.7K -243 -2%
Nomura Asset Management
314
Nomura Asset Management
Japan
$585K
BTW
315
Boston Trust Walden
Massachusetts
$585K +$560K +11,603 New
TAM
316
Tocqueville Asset Management
New York
$579K +$28.9K +600 +6%
SEI Investments
317
SEI Investments
Pennsylvania
$575K -$27.8M -576,270 -98%
MCA
318
Mercer Capital Advisers
New Jersey
$571K
NAMA
319
Nikko Asset Management Americas
New York
$569K
LWM
320
Lenox Wealth Management
Ohio
$563K +$539K +11,173 New
IA
321
IFP Advisors
Florida
$561K +$69.8K +1,448 +15%
NPT
322
Nixon Peabody Trust
Massachusetts
$547K
ACP
323
Ashfield Capital Partners
California
$540K
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$540K
FNBT
325
FineMark National Bank & Trust
Florida
$539K +$55.1K +1,143 +12%