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Toronto Dominion Bank

449 hedge funds and large institutions have $41.8B invested in Toronto Dominion Bank in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 149 increasing their positions, 177 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $166M | Put options by funds: $90.9M

73% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 22

2% more funds holding

Funds holding: 439449 (+10)

0.06% more ownership

Funds ownership: 53.7%53.76% (+0.06%)

1% less capital invested

Capital invested by funds: $42.4B → $41.8B (-$603M)

2% less funds holding in top 10

Funds holding in top 10: 4746 (-1)

16% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 177

Holders
449
Holders Change
+10
Holders Change %
+2.28%
% of All Funds
12.1%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.24%
New
38
Increased
149
Reduced
177
Closed
22
Calls
$166M
Puts
$90.9M
Net Calls
+$75.6M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
401
Sentry Investments
Ontario, Canada
$50.8K +$23.9M +534,000 +126%
JIC
402
Joel Isaacson & Co
New York
$50K +$8.28K +185 +19%
LM
403
Lincluden Management
Ontario, Canada
$49.2K -$2.26M -50,405 -4%
Thrivent Financial for Lutherans
404
Thrivent Financial for Lutherans
Minnesota
$44K
ATC
405
Adirondack Trust Company
New York
$43K -$12K -268 -21%
WA
406
Winfield Associates
Ohio
$43K
LNB
407
Ledyard National Bank
$41K -$13.4K -300 -24%
First Manhattan
408
First Manhattan
New York
$40K
LIA
409
LS Investment Advisors
Michigan
$38K
WTB
410
Washington Trust Bank
Washington
$35K
MSFP
411
Mark Sheptoff Financial Planning
Connecticut
$32K
EWM
412
Endurance Wealth Management
Rhode Island
$30K +$31.3K +700 New
WA
413
Waverly Advisors
Alabama
$27K +$18.4K +411 +176%
VFA
414
Virtus Fund Advisers
Connecticut
$26K
CP
415
Corbenic Partners
Pennsylvania
$21K
DAM
416
Delta Asset Management
Tennessee
$21K
HA
417
Harfst & Associates
Wyoming
$21K +$21.8K +486 New
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$1.43K -32 -7%
CFSG
419
Community Financial Services Group
Vermont
$17K
BAM
420
Bruderman Asset Management
New York
$17K +$17.9K +400 New
EWM
421
Evercore Wealth Management
New York
$15K -$55.7K -1,243 -76%
AF
422
Allworth Financial
California
$14K
SSB
423
Sandy Spring Bank
Maryland
$13K
AGM
424
Alpine Global Management
New York
$13K +$13.9K +310 New
DOA
425
D'Orazio & Associates
Virginia
$11K

TD Hedge Fund Activity: Q2 2015 in Review

449 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q2 2015, worth a combined $41.8B — down 1.4% from $42.4B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TD positions and 22 closed out — a net gain of 16 holders — while 149 added to existing stakes and 177 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $593M. The largest seller was CIBC World Market, cutting an estimated $309M.

  • 449 institutional investors held Toronto Dominion Bank (TD) as of Q2 2015, up from 439 in Q1 2015.
  • Funds reported $41.8B of Toronto Dominion Bank stock for Q2 2015, down 1.4% quarter-over-quarter.
  • 38 funds opened new Toronto Dominion Bank positions in Q2 2015 and 22 closed out, a net change of +16 holders.
  • The largest Toronto Dominion Bank buyer in Q2 2015 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $593M added.
  • The largest Toronto Dominion Bank seller in Q2 2015 was CIBC World Market, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2015.