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Toronto Dominion Bank

701 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 182 increasing their positions, 282 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

46% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $744M

8% more funds holding

Funds holding: 648701 (+53)

3% more capital invested

Capital invested by funds: $58.5B → $60.2B (+$1.67B)

0.91% less ownership

Funds ownership: 52.65%51.75% (-0.91%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 282

Holders
701
Holders Change
+53
Holders Change %
+8.18%
% of All Funds
10.22%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
101
Increased
182
Reduced
282
Closed
42
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Aigen Investment Management
New York
$1M +$932K +15,539 New
SIG
302
Sky Investment Group
Connecticut
$976K +$8.99K +150 +1%
AAI
303
American Assets Inc
California
$969K
DCM
304
Donaldson Capital Management
Indiana
$966K -$15.2K -254 -2%
Point72 Asset Management
305
Point72 Asset Management
Connecticut
$965K +$896K +14,935 New
BRIA
306
Balanced Rock Investment Advisors
Massachusetts
$952K +$883K +14,729 New
PWSG
307
Pacific Wealth Strategies Group
California
$945K -$21.1K -352 -2%
BCI
308
Brinker Capital Investments
Pennsylvania
$942K -$99.1K -1,653 -10%
OPS
309
Orion Portfolio Solutions
Nebraska
$942K -$99.1K -1,653 -10%
SEC
310
Seven Eight Capital
New York
$939K +$871K +14,532 New
WPI
311
Walter Public Investments
Canada
$935K
ECM
312
Evergreen Capital Management
Washington
$927K +$532K +8,877 +162%
BSAM
313
Blue Square Asset Management
New York
$922K +$205K +3,415 +31%
PA
314
Probity Advisors
Texas
$916K +$37.1K +618 +5%
JFG
315
Jefferies Financial Group
New York
$898K +$833K +13,900 New
RWM
316
Ritholtz Wealth Management
New York
$868K +$76.3K +1,272 +10%
GWM
317
GSB Wealth Management
Connecticut
$867K -$14.7K -245 -2%
DZ Bank
318
DZ Bank
Germany
$866K
SWM
319
Silverlake Wealth Management
Vermont
$854K -$59.6K -994 -7%
AAS
320
Avantax Advisory Services
Texas
$840K -$36.8K -613 -5%
QP
321
Quilter Plc
United Kingdom
$840K
GT
322
Glenmede Trust
Pennsylvania
$831K +$19.6K +327 +3%
VNA
323
Valley National Advisers
Pennsylvania
$817K -$227K -3,794 -23%
KAS
324
Kestra Advisory Services
Texas
$810K -$33.8K -564 -4%
LWL
325
Leo Wealth LLC
Texas
$805K +$783K +13,066 New

TD Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2023, worth a combined $60.2B — up 2.8% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TD positions and 42 closed out — a net gain of 59 holders — while 182 added to existing stakes and 282 trimmed.

The largest buyer was TD Asset Management, adding an estimated $625M. The largest seller was Bank of America, cutting an estimated $821M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q4 2023, up from 648 in Q3 2023.
  • Funds reported $60.2B of Toronto Dominion Bank stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 101 funds opened new Toronto Dominion Bank positions in Q4 2023 and 42 closed out, a net change of +59 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2023 was TD Asset Management, an estimated $625M added.
  • The largest Toronto Dominion Bank seller in Q4 2023 was Bank of America, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2023.