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Toronto Dominion Bank

638 hedge funds and large institutions have $50.3B invested in Toronto Dominion Bank in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 234 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more call options, than puts

Call options by funds: $383M | Put options by funds: $290M

6% more funds holding

Funds holding: 604638 (+34)

0.46% more ownership

Funds ownership: 48.83%49.29% (+0.46%)

3% less capital invested

Capital invested by funds: $52B → $50.3B (-$1.75B)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

20% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 234

Holders
638
Holders Change
+34
Holders Change %
+5.63%
% of All Funds
12.57%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.02%
New
92
Increased
188
Reduced
234
Closed
45
Calls
$383M
Puts
$290M
Net Calls
+$92.8M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
326
Squarepoint
New York
$686K +$225K +3,974 +48%
S
327
Surevest
California
$674K -$20K -353 -3%
PA
328
Pinnacle Associates
New York
$667K +$1.42K +25 +0.2%
BC
329
Burney Company
Virginia
$666K -$83.7K -1,476 -11%
SVWAG
330
Sound View Wealth Advisors Group
Georgia
$664K -$64.2K -1,132 -9%
QI
331
QS Investors
New York
$656K -$922K -16,266 -58%
BWL
332
Bogart Wealth LLC
Virginia
$647K +$31K +546 +5%
WAP
333
Wealthcare Advisory Partners
Pennsylvania
$640K +$454 +8 +0.1%
TI
334
Trexquant Investment
Connecticut
$638K +$645K +11,366 New
TPCW
335
TD Private Client Wealth
New York
$636K +$643K +11,335 New
LWAC
336
Laurel Wealth Advisors (California)
California
$633K -$397 -7 -0.1%
BBVA
337
Banco Bilbao Vizcaya Argentaria
Spain
$625K +$632K +11,146 New
AWM
338
Aries Wealth Management
Maine
$623K
GCA
339
Gideon Capital Advisors
New York
$615K +$622K +10,963 New
1WA
340
180 Wealth Advisors
Washington
$612K -$116K -2,047 -16%
DC
341
Davenport & Co
Virginia
$610K -$323K -5,693 -34%
TC
342
Truvestments Capital
Florida
$606K -$34.5K -608 -5%
AIM
343
Alhambra Investment Management
Florida
$601K +$607K +10,711 New
HFM
344
Hartford Financial Management
Connecticut
$582K
OPA
345
Old Port Advisors
Maine
$576K -$49.5K -872 -8%
IWA
346
Intercontinental Wealth Advisors
Texas
$574K -$927K -16,342 -62%
GT
347
Greenleaf Trust
Michigan
$573K -$73.5K -1,296 -11%
ISWM
348
Independent Solutions Wealth Management
New York
$568K +$573K +10,111 New
TT
349
TI-Trust
Illinois
$564K +$570K +10,052 New
RHBC
350
R.H. Bluestein & Co
Michigan
$561K

TD Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2019, worth a combined $50.3B — down 3.4% from $52B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TD positions and 45 closed out — a net gain of 47 holders — while 188 added to existing stakes and 234 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $290M. The largest seller was Acadian Asset Management, cutting an estimated $139M.

  • 638 institutional investors held Toronto Dominion Bank (TD) as of Q4 2019, up from 604 in Q3 2019.
  • Funds reported $50.3B of Toronto Dominion Bank stock for Q4 2019, down 3.4% quarter-over-quarter.
  • 92 funds opened new Toronto Dominion Bank positions in Q4 2019 and 45 closed out, a net change of +47 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2019 was Bank of Nova Scotia, an estimated $290M added.
  • The largest Toronto Dominion Bank seller in Q4 2019 was Acadian Asset Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.