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Toronto Dominion Bank
TD

726 hedge funds and large institutions have $69.9B invested in Toronto Dominion Bank in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 218 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 44

15% more capital invested

Capital invested by funds: $60.8B → $69.9B (+$9.13B)

13% more funds holding

Funds holding: 641 → 726 (+85)

10% more funds holding in top 10

Funds holding in top 10: 51 → 56 (+5)

4% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 210

0.65% more ownership

Funds ownership: 50.12% → 50.77% (+0.65%)

47% less call options, than puts

Call options by funds: $796M | Put options by funds: $1.51B

Holders
726
Holders Change
+85
Holders Change %
+13.26%
% of All Funds
11.17%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
0.86%
New
138
Increased
218
Reduced
210
Closed
44
Calls
$796M
Puts
$1.51B
Net Calls
-$718M
Net Calls Change
-$194M

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$784M
2
Fidelity International
Fidelity International
Bermuda
+$343M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$223M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$208M
5
Bank of America
Bank of America
North Carolina
+$184M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$601M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$287M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$195M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$190M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
351
Burney Company
Virginia
$770K – – –
RHBC
352
R.H. Bluestein & Co
Michigan
$767K -$146K -2,000 -17%
AAS
353
Avantax Advisory Services
Texas
$761K +$86.2K +1,182 +14%
EP
354
Edgestream Partners
New Jersey
$760K -$1.93M -26,456 -73%
Cetera Investment Advisers
355
Cetera Investment Advisers
Illinois
$757K +$47.8K +656 +7%
NRS
356
Neville Rodie & Shaw
New York
$752K – – –
AFAS
357
Acorn Financial Advisory Services
Virginia
$748K – – –
RJT
358
Raymond James Trust
Florida
$744K +$124K +1,698 +21%
EF
359
Empowered Funds
Pennsylvania
$739K +$112K +1,533 +19%
CCFCSB
360
Cape Cod Five Cents Savings Bank
Massachusetts
$725K -$437 -6 -0.1%
BSAM
361
Blue Square Asset Management
New York
$718K -$200K -2,745 -23%
AIM
362
Alhambra Investment Management
Florida
$718K – – –
FNBT
363
FineMark National Bank & Trust
Florida
$718K – – –
TT
364
TI-Trust
Illinois
$718K +$683K +9,362 New
HTHT
365
Hemenway Trust Hemenway Trust
New Hampshire
$717K – – –
BP
366
Ballentine Partners
Massachusetts
$716K – – –
MOS
367
MGO One Seven
Ohio
$712K +$677K +9,290 New
CFS
368
CRA Financial Services
New Jersey
$709K -$33.1K -454 -5%
CCM
369
Condor Capital Management
New Jersey
$705K – – –
PPWP
370
Proquility Private Wealth Partners
Nevada
$705K +$606K +8,319 New
JFA
371
Johanson Financial Advisors
California
$686K +$4.81K +66 +0.7%
OPA
372
Old Port Advisors
Maine
$671K +$1.09K +15 +0.2%
CFB
373
Cullen/Frost Bankers
Texas
$667K – – –
SEC
374
Seven Eight Capital
New York
$653K +$621K +8,518 New
CAM
375
Covenant Asset Management
New Jersey
$651K – – –
13 14
15
16 17

TD Hedge Fund Activity: Q4 2021 in Review

726 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2021, worth a combined $69.9B — up 15% from $60.8B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new TD positions and 44 closed out — a net gain of 94 holders — while 218 added to existing stakes and 210 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $784M. The largest seller was Bank of Montreal, cutting an estimated $601M.

  • 726 institutional investors held Toronto Dominion Bank (TD) as of Q4 2021, up from 641 in Q3 2021.
  • Funds reported $69.9B of Toronto Dominion Bank stock for Q4 2021, up 15% quarter-over-quarter.
  • 138 funds opened new Toronto Dominion Bank positions in Q4 2021 and 44 closed out, a net change of +94 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2021 was Schroder Investment Management Group, an estimated $784M added.
  • The largest Toronto Dominion Bank seller in Q4 2021 was Bank of Montreal, an estimated $601M sold.

Based on aggregated 13F filings for Q4 2021.