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Toronto Dominion Bank

544 hedge funds and large institutions have $40.2B invested in Toronto Dominion Bank in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $37.8B → $40.2B (+$2.39B)

0.73% more ownership

Funds ownership: 49.26%49.99% (+0.73%)

5% less funds holding

Funds holding: 572544 (-28)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 219

16% less call options, than puts

Call options by funds: $274M | Put options by funds: $325M

39% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 66

Holders
544
Holders Change
-28
Holders Change %
-4.9%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.96%
New
40
Increased
186
Reduced
219
Closed
66
Calls
$274M
Puts
$325M
Net Calls
-$51.2M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
376
Valmark Advisers
Ohio
$235K
VPIM
377
Vanguard Personalized Indexing Management
California
$234K +$224K +5,254 New
Baird Financial Group
378
Baird Financial Group
Wisconsin
$231K -$81.9K -1,925 -27%
RWA
379
River Wealth Advisors
Pennsylvania
$230K
WS
380
Wedbush Securities
California
$230K +$4.21K +99 +2%
JWBC
381
J.W. Burns & Co
New York
$229K +$894 +21 +0.4%
AAS
382
Avantax Advisory Services
Texas
$226K -$6.85K -161 -3%
DC
383
Davenport & Co
Virginia
$225K -$19.2K -452 -8%
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$223K
H
385
HoyleCohen
California
$223K
KS
386
Karpas Strategies
Connecticut
$223K
RHBC
387
R.H. Bluestein & Co
Michigan
$223K
CAW
388
Cornerstone Advisors (Washington)
Washington
$221K +$53.4K +1,254 +34%
KFA
389
Kelleher Financial Advisors
New York
$220K +$596 +14 +0.3%
AFC
390
AFT Forsyth & Company
Florida
$217K -$19.2K -450 -8%
TCM
391
Telos Capital Management
California
$215K +$205K +4,810 New
FPS
392
Fieldpoint Private Securities
Connecticut
$211K -$6.55K -154 -3%
SBIA
393
Sheaff Brock Investment Advisors
Indiana
$207K +$197K +4,632 New
CA
394
Calton & Associates
Florida
$206K -$17.8K -417 -8%
HC
395
Henshaw Capital
Massachusetts
$205K +$196K +4,599 New
VIA
396
Vident Investment Advisory
Georgia
$202K +$193K +4,538 New
TC
397
Trust Company
Kansas
$201K -$63.8K -1,500 -25%
OFS
398
OneAscent Financial Services
Alabama
$201K +$192K +4,512 New
GWM
399
Geneos Wealth Management
Colorado
$193K +$8.6K +202 +5%
BHWM
400
Bay Harbor Wealth Management
Maryland
$188K