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Toronto Dominion Bank

701 hedge funds and large institutions have $56.3B invested in Toronto Dominion Bank in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $890M | Put options by funds: $539M

9% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 70

0.65% more ownership

Funds ownership: 51.75%52.4% (+0.65%)

0% more funds holding

Funds holding: 701701 (0)

2% less funds holding in top 10

Funds holding in top 10: 4746 (-1)

7% less capital invested

Capital invested by funds: $60.2B → $56.3B (-$3.92B)

28% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 288

Holders
701
Holders Change
Holders Change %
0%
% of All Funds
10.1%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
0.66%
New
76
Increased
206
Reduced
288
Closed
70
Calls
$890M
Puts
$539M
Net Calls
+$351M
Net Calls Change
+$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$920K -$22.5K -373 -2%
AAI
327
American Assets Inc
California
$906K
PI
328
PFG Investments
New York
$905K +$905K +14,985 New
SIG
329
Sky Investment Group
Connecticut
$894K -$18.1K -300 -2%
BRIA
330
Balanced Rock Investment Advisors
Massachusetts
$891K +$1.63K +27 +0.2%
HPC
331
HM Payson & Co
Maine
$877K -$84.4K -1,398 -9%
PA
332
Probity Advisors
Texas
$877K +$21.1K +350 +2%
WPI
333
Walter Public Investments
Canada
$873K
DCM
334
Donaldson Capital Management
Indiana
$854K -$48.9K -809 -5%
PSB
335
Passumpsic Savings Bank
Vermont
$854K +$854K +14,138 New
AAS
336
Avantax Advisory Services
Texas
$840K +$55.5K +919 +7%
BCI
337
Brinker Capital Investments
Pennsylvania
$832K -$42.3K -700 -5%
OPS
338
Orion Portfolio Solutions
Nebraska
$832K -$42.3K -700 -5%
Nomura Asset Management
339
Nomura Asset Management
Japan
$818K +$117K +1,943 +17%
GWM
340
GSB Wealth Management
Connecticut
$816K +$5.5K +91 +0.7%
Verition Fund Management
341
Verition Fund Management
Connecticut
$805K -$1.35M -22,419 -63%
ECM
342
Evergreen Capital Management
Washington
$794K -$72.1K -1,193 -8%
QP
343
Quilter Plc
United Kingdom
$789K
SCM
344
Stevens Capital Management
Pennsylvania
$786K +$786K +13,012 New
FTDI
345
First Trust Direct Indexing
Massachusetts
$778K +$51K +845 +7%
LWL
346
Leo Wealth LLC
Texas
$777K -$10.5K -174 -1%
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$769K +$216K +3,574 +39%
KAS
348
Kestra Advisory Services
Texas
$763K +$7.01K +116 +0.9%
SWM
349
Silverlake Wealth Management
Vermont
$758K -$40K -662 -5%
WC
350
Waterloo Capital
Texas
$754K +$262K +4,337 +53%

TD Hedge Fund Activity: Q1 2024 in Review

701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2024, worth a combined $56.3B — down 6.5% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TD positions and 70 closed out — a net gain of 6 holders — while 206 added to existing stakes and 288 trimmed.

The largest buyer was British Columbia Investment Management, adding an estimated $464M. The largest seller was Morgan Stanley, cutting an estimated $298M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $56.3B of Toronto Dominion Bank stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 76 funds opened new Toronto Dominion Bank positions in Q1 2024 and 70 closed out, a net change of +6 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2024 was British Columbia Investment Management, an estimated $464M added.
  • The largest Toronto Dominion Bank seller in Q1 2024 was Morgan Stanley, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2024.