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Toronto Dominion Bank

437 hedge funds and large institutions have $39.7B invested in Toronto Dominion Bank in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 161 increasing their positions, 160 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $148M | Put options by funds: $69M

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

1.17% more ownership

Funds ownership: 53.76%54.93% (+1.2%)

1% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 160

5% less capital invested

Capital invested by funds: $41.8B → $39.7B (-$2.08B)

3% less funds holding

Funds holding: 449437 (-12)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
437
Holders Change
-12
Holders Change %
-2.67%
% of All Funds
12.2%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.34%
New
38
Increased
161
Reduced
160
Closed
45
Calls
$148M
Puts
$69M
Net Calls
+$79M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
376
American Asset Management
Florida
$63K +$64.1K +1,610 New
SI
377
Sentry Investments
Ontario, Canada
$61K +$8.08M +203,000 +21%
Group One Trading
378
Group One Trading
Illinois
$60K +$60.3K +1,515 +151,500%
HF
379
Hoxton Financial
West Virginia
$59K
SIG
380
Stanford Investment Group
California
$55K
WRM
381
Westport Resources Management
Connecticut
$55K
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$49K +$49.2K +1,235 New
AC
383
Alexandria Capital
Virginia
$47K
JIC
384
Joel Isaacson & Co
New York
$47K
PFBT
385
Parkside Financial Bank & Trust
Missouri
$43K +$43.9K +1,102 New
ZB
386
Zions Bancorporation
Utah
$42K +$40.9K +1,028 New
NDSI
387
Newman Dignan & Sheerar Inc
Rhode Island
$42K +$102K +2,550 +31%
ATC
388
Adirondack Trust Company
New York
$40K
RFA
389
Reilly Financial Advisors
California
$39K -$20.2K -507 -34%
WA
390
Winfield Associates
Ohio
$39K
First Manhattan
391
First Manhattan
New York
$38K
LNB
392
Ledyard National Bank
$38K
S
393
SignatureFD
Georgia
$37K +$30.5K +767 +471%
LIA
394
LS Investment Advisors
Michigan
$35K
WTB
395
Washington Trust Bank
Washington
$33K
ST
396
Spot Trading
Illinois
$29K -$55.5K -1,395 -65%
MSFP
397
Mark Sheptoff Financial Planning
Connecticut
$29K
WA
398
Waverly Advisors
Alabama
$25K
VFA
399
Virtus Fund Advisers
Connecticut
$24K
HCM
400
Highlander Capital Management
New Jersey
$23K +$19.9K +500 +500%

TD Hedge Fund Activity: Q3 2015 in Review

437 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2015, worth a combined $39.7B — down 5% from $41.8B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TD and 38 opened new positions — a net loss of 7 holders — while 160 trimmed existing stakes and 161 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $330M. The largest seller was William Blair & Company, cutting an estimated $123M.

  • 437 institutional investors held Toronto Dominion Bank (TD) as of Q3 2015, down from 449 in Q2 2015.
  • Funds reported $39.7B of Toronto Dominion Bank stock for Q3 2015, down 5% quarter-over-quarter.
  • 38 funds opened new Toronto Dominion Bank positions in Q3 2015 and 45 closed out, a net change of -7 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $330M added.
  • The largest Toronto Dominion Bank seller in Q3 2015 was William Blair & Company, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2015.