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Toronto Dominion Bank

509 hedge funds and large institutions have $50.4B invested in Toronto Dominion Bank in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 189 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $191M | Put options by funds: $121M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

3% more funds holding

Funds holding: 492509 (+17)

1% more capital invested

Capital invested by funds: $49.9B → $50.4B (+$458M)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

0.55% less ownership

Funds ownership: 54.31%53.76% (-0.55%)

7% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 189

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
12.67%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
58
Increased
175
Reduced
189
Closed
39
Calls
$191M
Puts
$121M
Net Calls
+$69.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
326
Freedom Investment Management
Connecticut
$530K +$102K +2,000 +23%
HTHT
327
Hemenway Trust Hemenway Trust
New Hampshire
$526K +$537K +10,500 New
LWAC
328
Laurel Wealth Advisors (California)
California
$511K +$522K +10,220 New
SFFS
329
Stonehage Fleming Financial Services
Jersey
$499K
IA
330
IFP Advisors
Florida
$486K +$31.6K +618 +7%
WTC
331
WhitTier Trust Company
Nevada
$483K +$18.9K +370 +4%
FNBT
332
FineMark National Bank & Trust
Florida
$478K -$180K -3,525 -27%
SSA
333
Schonfeld Strategic Advisors
New York
$465K +$118K +2,303 +33%
HTC
334
Haverford Trust Company
Pennsylvania
$456K +$24.5K +480 +6%
MSAM
335
Moloney Securities Asset Management
Missouri
$454K +$664 +13 +0.1%
LBC
336
Lowe Brockenbrough & Co
Virginia
$446K +$1.53K +30 +0.3%
JIC
337
Johnson Investment Counsel
Ohio
$437K
KS
338
Karpas Strategies
Connecticut
$437K
CB
339
Commerce Bank
Missouri
$432K +$201K +3,928 +84%
SCA
340
Snowden Capital Advisors
New York
$424K -$68.8K -1,346 -14%
CCA
341
Cobblestone Capital Advisors
New York
$409K +$16.6K +325 +4%
CCMG
342
Clark Capital Management Group
Pennsylvania
$408K
CI
343
Conning Inc
Connecticut
$407K
FAAS
344
First Allied Advisory Services
California
$402K -$56.2K -1,100 -12%
RCM
345
Riverhead Capital Management
Delaware
$401K
OC
346
Oppenheimer & Co
New York
$396K -$136K -2,669 -25%
JFA
347
Johanson Financial Advisors
California
$391K +$397K +7,775 New
BHWM
348
Bar Harbor Wealth Management
New Hampshire
$389K -$204K -4,000 -34%
GWM
349
Geneos Wealth Management
Colorado
$382K +$4.19K +82 +1%
ECM
350
ETrade Capital Management
Virginia
$378K -$35.8K -700 -8%

TD Hedge Fund Activity: Q1 2017 in Review

509 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2017, worth a combined $50.4B — up 0.92% from $49.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 39 closed out — a net gain of 19 holders — while 175 added to existing stakes and 189 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $443M. The largest seller was 1832 Asset Management, cutting an estimated $817M.

  • 509 institutional investors held Toronto Dominion Bank (TD) as of Q1 2017, up from 492 in Q4 2016.
  • Funds reported $50.4B of Toronto Dominion Bank stock for Q1 2017, up 0.92% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q1 2017 and 39 closed out, a net change of +19 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2017 was Bank of Montreal, an estimated $443M added.
  • The largest Toronto Dominion Bank seller in Q1 2017 was 1832 Asset Management, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2017.