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Toronto Dominion Bank

442 hedge funds and large institutions have $45.3B invested in Toronto Dominion Bank in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 168 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $210M | Put options by funds: $63.1M

11% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 152

9% more funds holding in top 10

Funds holding in top 10: 4751 (+4)

8% more capital invested

Capital invested by funds: $42.1B → $45.3B (+$3.24B)

1.78% more ownership

Funds ownership: 52.76%54.54% (+1.8%)

2% less funds holding

Funds holding: 451442 (-9)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

Holders
442
Holders Change
-9
Holders Change %
-2%
% of All Funds
11.8%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
1.36%
New
29
Increased
168
Reduced
152
Closed
35
Calls
$210M
Puts
$63.1M
Net Calls
+$147M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Advantage Investment Management
Iowa
$34K -$65.7K -1,500 -67%
LNB
402
Ledyard National Bank
$34K -$8.76K -200 -21%
ASN
403
Advisory Services Network
Georgia
$34K +$32.3K +738 +3,690%
MSFP
404
Mark Sheptoff Financial Planning
Connecticut
$33K
DSC
405
Duncker Streett & Co
Missouri
$30K +$29.5K +673 New
MWP
406
MYCIO Wealth Partners
Pennsylvania
$25K -$2.32K -53 -9%
HNB
407
Huntington National Bank
Ohio
$25K
CP
408
Corbenic Partners
Pennsylvania
$22K
DAM
409
Delta Asset Management
Tennessee
$22K
JWA
410
JFS Wealth Advisors
Pennsylvania
$19K
LWA
411
Lenox Wealth Advisors
New York
$18K
WC
412
Whitnell & Co
Illinois
$18K
BAM
413
Bruderman Asset Management
New York
$18K +$131 +3 +0.7%
AF
414
Allworth Financial
California
$18K +$3.42K +78 +23%
BIT
415
BlackRock Institutional Trust
California
$18K +$17.7K +405 New
PWM
416
Perigon Wealth Management
California
$15K +$14.8K +337 New
TA
417
Teachers Advisors
New York
$11K -$112K -2,562 -91%
CFA
418
Carroll Financial Associates
North Carolina
$11K
JCM
419
Jacobi Capital Management
Pennsylvania
$11K
BWP
420
Baldwin Wealth Partners
Massachusetts
$9K
VNA
421
Valley National Advisers
Pennsylvania
$8K
EWM
422
Evercore Wealth Management
New York
$8K +$3.55K +81 +78%
ClearBridge Investments
423
ClearBridge Investments
New York
$7K +$131 +3 +2%
PG
424
Patten Group
Tennessee
$6.31K
SJIM
425
St. Johns Investment Management
Florida
$6K