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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
DC
301
Davenport & Co
Virginia
$966K -$15.3K -269 -2%
SFM
302
Signet Financial Management
New Jersey
$917K
KeyBank National Association
303
KeyBank National Association
Ohio
$865K -$4.66K -82 -0.5%
CB
304
Community Bank
New York
$840K
SEC
305
Seven Eight Capital
New York
$839K -$472K -8,302 -37%
TA
306
TCG Advisors
Texas
$825K +$143K +2,520 +22%
BP
307
Ballentine Partners
Massachusetts
$810K -$512 -9 -0.1%
CCFCSB
308
Cape Cod Five Cents Savings Bank
Massachusetts
$804K -$2.84K -50 -0.4%
PMFA
309
Plante Moran Financial Advisors
Michigan
$782K +$5.97K +105 +0.8%
BC
310
Burney Company
Virginia
$778K -$5.12K -90 -0.7%
WB
311
WesBanco Bank
West Virginia
$772K -$7.16K -126 -0.9%
HDIM
312
Hanson & Doremus Investment Management
Vermont
$768K +$172K +3,026 +30%
SVWAG
313
Sound View Wealth Advisors Group
Georgia
$755K -$89.5K -1,575 -11%
CAM
314
Covenant Asset Management
New Jersey
$754K
KWM
315
Kingsview Wealth Management
Oregon
$733K -$13.2K -233 -2%
RMDI
316
R.M. Davis Inc
Maine
$726K
SGI
317
Summit Global Investments
Utah
$725K +$8.81K +155 +1%
1WA
318
180 Wealth Advisors
Washington
$723K -$420K -7,396 -36%
S
319
Surevest
California
$720K -$45.8K -805 -6%
RCA
320
Ranch Capital Advisors
Florida
$718K +$701K +12,331 New
PA
321
Pinnacle Associates
New York
$690K -$28.1K -495 -4%
SLAM
322
Swiss Life Asset Management
$688K +$671K +11,798 New
SHGA
323
Sand Hill Global Advisors
California
$684K +$667K +11,742 New
TAM
324
Tocqueville Asset Management
New York
$676K
AIC
325
Archer Investment Corporation
Indiana
$670K

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.