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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
GT
326
Greenleaf Trust
Michigan
$670K
TC
327
Truvestments Capital
Florida
$664K -$6.82K -120 -1%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$664K +$455 +8 +0.1%
LWAC
329
Laurel Wealth Advisors (California)
California
$657K +$61.5K +1,081 +11%
ECM
330
ETrade Capital Management
Virginia
$654K -$43.2K -760 -6%
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$653K +$92.5K +1,628 +17%
BFEC
332
Benjamin F. Edwards & Company
Missouri
$650K +$187K +3,288 +42%
BWL
333
Bogart Wealth LLC
Virginia
$640K +$40.2K +707 +7%
MSAM
334
Moloney Securities Asset Management
Missouri
$628K -$8.36K -147 -1%
AWM
335
Aries Wealth Management
Maine
$615K -$14.8K -261 -2%
FIM
336
Freedom Investment Management
Connecticut
$614K +$34.6K +608 +6%
OPA
337
Old Port Advisors
Maine
$613K -$4.83K -85 -0.8%
LOAMS
338
Lombard Odier Asset Management (Switzerland)
Switzerland
$612K +$136K +2,397 +30%
HFM
339
Hartford Financial Management
Connecticut
$604K
JFA
340
Johanson Financial Advisors
California
$589K -$131K -2,302 -19%
RCM
341
RNC Capital Management
California
$588K -$1.15M -20,197 -67%
RMAM
342
Raab & Moskowitz Asset Management
New Jersey
$585K -$42.7K -751 -7%
RHBC
343
R.H. Bluestein & Co
Michigan
$583K
PSUF
344
People's United Financial
Connecticut
$577K -$45.3K -797 -7%
ACS
345
Archford Capital Strategies
Illinois
$569K -$171 -3 -0%
OIA
346
OneDigital Investment Advisors
Kansas
$566K +$161K +2,840 +41%
State Street
347
State Street
Massachusetts
$563K
EFS
348
Essex Financial Services
Connecticut
$562K
FNBT
349
FineMark National Bank & Trust
Florida
$558K
CCA
350
Cobblestone Capital Advisors
New York
$541K

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.