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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
CP
401
Corbenic Partners
Pennsylvania
$20K
DAM
402
Delta Asset Management
Tennessee
$20K
NFG
403
Next Financial Group
Texas
$19K +$11.4K +286 +143%
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$916 +23 +6%
BAM
405
Bruderman Asset Management
New York
$16K
ASN
406
Advisory Services Network
Georgia
$16K +$14.7K +369 +946%
LWA
407
Lenox Wealth Advisors
New York
$16K +$15.9K +400 New
TWA
408
TCI Wealth Advisors
Arizona
$16K +$16.5K +415 New
AF
409
Allworth Financial
California
$13K
TRCT
410
Tower Research Capital (TRC)
New York
$12K -$265K -6,643 -96%
CFSG
411
Community Financial Services Group
Vermont
$12K -$3.74K -94 -24%
CFA
412
Carroll Financial Associates
North Carolina
$12K +$10.7K +268 +654%
EWM
413
Evercore Wealth Management
New York
$11K -$4.14K -104 -27%
FHA
414
First Horizon Advisors
Tennessee
$10K -$279K -7,001 -96%
DOA
415
D'Orazio & Associates
Virginia
$10K
TA
416
Teachers Advisors
New York
$10K +$10.3K +258 New
GWS
417
Glassman Wealth Services
Virginia
$8K
TSW
418
Thompson Siegel & Walmsley
Virginia
$7K +$6.97K +175 New
DBT
419
Dubuque Bank & Trust
Iowa
$7K +$7.09K +178 New
WC
420
Whitnell & Co
Illinois
$7K +$7.57K +190 New
OC
421
Oakworth Capital
Alabama
$6K
KCM
422
Karp Capital Management
California
$6K +$5.69K +143 New
PG
423
Patten Group
Tennessee
$5.64K +$5.69K +143 New
BCFS
424
Butensky & Cohen Financial Security
Florida
$5K +$4.74K +119 New
HA
425
Harfst & Associates
Wyoming
$4K -$15K -376 -77%

TD Hedge Fund Activity: Q3 2015 in Review

437 of the 3,582 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.