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Toronto Dominion Bank

540 hedge funds and large institutions have $42.4B invested in Toronto Dominion Bank in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 165 increasing their positions, 207 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 4751 (+4)

6% more capital invested

Capital invested by funds: $40.2B → $42.4B (+$2.26B)

0.09% less ownership

Funds ownership: 49.99%49.9% (-0.09%)

1% less funds holding

Funds holding: 544540 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

20% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 207

34% less call options, than puts

Call options by funds: $259M | Put options by funds: $394M

Holders
540
Holders Change
-4
Holders Change %
-0.74%
% of All Funds
10.9%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
1.03%
New
55
Increased
165
Reduced
207
Closed
56
Calls
$259M
Puts
$394M
Net Calls
-$135M
Net Calls Change
-$83.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
376
FORA Capital
Florida
$235K +$237K +5,084 New
PAM
377
Premier Asset Management
Illinois
$234K -$253K -5,430 -52%
Baird Financial Group
378
Baird Financial Group
Wisconsin
$233K -$6.33K -136 -3%
DC
379
Davenport & Co
Virginia
$233K
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$231K
H
381
HoyleCohen
California
$231K
KS
382
Karpas Strategies
Connecticut
$231K
RHBC
383
R.H. Bluestein & Co
Michigan
$231K
KFA
384
Kelleher Financial Advisors
New York
$229K +$605 +13 +0.3%
WTC
385
WhitTier Trust Company
Nevada
$225K -$40.8K -876 -15%
WIP
386
Wellesley Investment Partners
Massachusetts
$224K -$22.2K -477 -9%
RWA
387
River Wealth Advisors
Pennsylvania
$222K -$16.3K -350 -7%
OFS
388
OneAscent Financial Services
Alabama
$219K +$10.4K +223 +5%
QCG
389
Quadrant Capital Group
Ohio
$219K +$41.8K +898 +23%
SBIA
390
Sheaff Brock Investment Advisors
Indiana
$216K +$1.91K +41 +0.9%
HC
391
Henshaw Capital
Massachusetts
$213K
CA
392
Calton & Associates
Florida
$212K -$1.16K -25 -0.5%
TC
393
Trust Company
Kansas
$208K
WS
394
Wedbush Securities
California
$207K -$31.2K -671 -13%
IF
395
Intrua Financial
Texas
$205K +$193K +4,145 New
XSC
396
X-Square Capital
Puerto Rico
$205K +$207K +4,435 New
RMAM
397
Raab & Moskowitz Asset Management
New Jersey
$205K +$207K +4,441 New
TCM
398
Telos Capital Management
California
$204K -$19K -409 -9%
BHWM
399
Bay Harbor Wealth Management
Maryland
$195K
GWM
400
Geneos Wealth Management
Colorado
$188K -$15.8K -340 -8%

TD Hedge Fund Activity: Q3 2020 in Review

540 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2020, worth a combined $42.4B — up 5.6% from $40.2B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of TD and 55 opened new positions — a net loss of 1 holder — while 207 trimmed existing stakes and 165 added.

The largest buyer was Capital Research Global Investors, adding an estimated $493M. The largest seller was TD Asset Management, cutting an estimated $411M.

  • 540 institutional investors held Toronto Dominion Bank (TD) as of Q3 2020, down from 544 in Q2 2020.
  • Funds reported $42.4B of Toronto Dominion Bank stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 55 funds opened new Toronto Dominion Bank positions in Q3 2020 and 56 closed out, a net change of -1 holder.
  • The largest Toronto Dominion Bank buyer in Q3 2020 was Capital Research Global Investors, an estimated $493M added.
  • The largest Toronto Dominion Bank seller in Q3 2020 was TD Asset Management, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2020.