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Toronto Dominion Bank
TD

Overview Fund Activity

414 hedge funds and large institutions have $46.1B invested in Toronto Dominion Bank in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 158 increasing their positions, 146 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+17
Holders Change %
+4.28%
% of All Funds
11.97%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
1.33%
New
44
Increased
158
Reduced
146
Closed
22
Calls
$173M
Puts
$213M
Net Calls
-$39.6M
Net Calls Change
+$60M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$141M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$101M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.2M
5
William Blair & Company
William Blair & Company
Illinois
+$69.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$186M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$186M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$116M
4
GMI
Greystone Managed Investments
Saskatchewan, Canada
-$103M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$82.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
376
Joel Isaacson & Co
New York
$47K – – –
MFS
377
MSI Financial Services
Massachusetts
$45K -$3.56K -76 -7%
M&T Bank
378
M&T Bank
New York
$44K – – –
LIA
379
LS Investment Advisors
Michigan
$42K – – –
WC
380
Whitnell & Co
Illinois
$38K – – –
PFA
381
Paradigm Financial Advisors
Missouri
$38K – – –
CCS
382
Crosspoint Capital Strategies
California
$35K -$35K -750 -50%
MSFP
383
Mark Sheptoff Financial Planning
Connecticut
$35K +$35K +744 New
PG
384
PEAK6 Group
Illinois
$32K -$240K -5,057 -88%
BRWM
385
B. Riley Wealth Management
Tennessee
$31K +$31K +664 New
SF
386
Synovus Financial
Georgia
$26K – – –
DAM
387
Delta Asset Management
Tennessee
$25K – – –
CP
388
Corbenic Partners
Pennsylvania
$23K – – –
PP
389
Palladium Partners
Virginia
$23K +$23K +500 New
RFA
390
Reilly Financial Advisors
California
$19K -$111K -2,334 -85%
EFSCE
391
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
OC
392
Oakworth Capital
Alabama
$19K – – –
PCM
393
Prelude Capital Management
New York
$19K +$19K +400 New
EWM
394
Evercore Wealth Management
New York
$18K -$95.2K -2,000 -84%
SSB
395
Sandy Spring Bank
Maryland
$17K +$3.29K +72 +24%
AR
396
Advisory Research
Illinois
$17K +$17K +366 New
WAM
397
Wolverine Asset Management
Illinois
$14K +$14K +300 New
DOA
398
D'Orazio & Associates
Virginia
$12K – – –
SCG
399
Strategic Capital Group
Washington
$12K +$12K +260 New
1IC
400
1919 Investment Counsel
Maryland
$10K – – –
14 15
16
17 18