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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
1WA
326
180 Wealth Advisors
Washington
$795K -$68.7K -1,145 -8%
QI
327
Qtron Investments
Massachusetts
$784K
FTDI
328
First Trust Direct Indexing
Massachusetts
$778K +$102K +1,702 +16%
TRCT
329
Tower Research Capital (TRC)
New York
$777K +$604K +10,076 +518%
CWP
330
Cyndeo Wealth Partners
Florida
$776K -$4.98K -83 -0.7%
AWAG
331
ARS Wealth Advisors Group
Florida
$775K +$720K +12,000 New
DADC
332
D.A. Davidson & Co
Montana
$774K +$61K +1,018 +9%
RJT
333
Raymond James Trust
Florida
$751K -$16.4K -274 -2%
Nomura Asset Management
334
Nomura Asset Management
Japan
$750K
PMFA
335
Plante Moran Financial Advisors
Michigan
$748K -$4.98K -83 -0.7%
BTW
336
Boston Trust Walden
Massachusetts
$746K
NP
337
NorthRock Partners
Minnesota
$741K +$687K +11,461 New
CPRC
338
Consolidated Portfolio Review Corp
New York
$736K -$55.3K -922 -7%
FFM
339
Forum Financial Management
Illinois
$735K -$28.3K -472 -4%
GIBU
340
Gulf International Bank (UK)
United Kingdom
$719K -$141K -2,350 -17%
CB
341
Community Bank
New York
$711K
AIC
342
Archer Investment Corporation
Indiana
$711K
CA
343
Cetera Advisors
Colorado
$706K -$1.92K -32 -0.3%
CAM
344
Campion Asset Management
Virginia
$690K -$60K -1,000 -9%
SW
345
SkyOak Wealth
Michigan
$684K -$48K -800 -7%
NP
346
Ninepoint Partners
Ontario, Canada
$682K +$23.4K +390 +4%
MOS
347
MGO One Seven
Ohio
$679K +$13.9K +231 +2%
TPCW
348
TD Private Client Wealth
New York
$668K
HFM
349
Hartford Financial Management
Connecticut
$664K
OC
350
Oppenheimer & Co
New York
$655K -$469K -7,817 -44%

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.