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Toronto Dominion Bank

597 hedge funds and large institutions have $52.6B invested in Toronto Dominion Bank in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 247 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $219M | Put options by funds: $179M

6% more capital invested

Capital invested by funds: $49.8B → $52.6B (+$2.83B)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

0.03% less ownership

Funds ownership: 49.63%49.6% (-0.03%)

6% less funds holding

Funds holding: 634597 (-37)

29% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 247

35% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 79

Holders
597
Holders Change
-37
Holders Change %
-5.84%
% of All Funds
12.97%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.15%
New
51
Increased
176
Reduced
247
Closed
79
Calls
$219M
Puts
$179M
Net Calls
+$40.7M
Net Calls Change
-$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCC
401
Park Circle Company
Maryland
$350K
AFM
402
Abbot Financial Management
Massachusetts
$346K
BPWA
403
Beacon Pointe Wealth Advisors
California
$338K
UH
404
Unigestion Holding
Switzerland
$333K -$2.35M -41,700 -88%
MCA
405
Mercer Capital Advisers
New Jersey
$330K -$104K -1,850 -25%
DIM
406
DC Investments Management
Virginia
$326K -$56.9K -1,012 -15%
VA
407
Valmark Advisers
Ohio
$325K
LWCFA
408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K
BNP Paribas Financial Markets
409
BNP Paribas Financial Markets
France
$315K
BGCP
410
Bristol Gate Capital Partners
Ontario, Canada
$315K +$17.3K +307 +6%
PFO
411
Pathstone Family Office
New Jersey
$312K -$13.7K -243 -4%
MA
412
MANA Advisors
New York
$311K +$300K +5,327 New
CG
413
Caprock Group
Idaho
$310K -$184K -3,266 -38%
GVAG
414
Great Valley Advisor Group
Delaware
$310K -$18.7K -332 -6%
ME
415
McIlrath & Eck
Washington
$307K
PFPT
416
Pinnacle Financial Partners (Tennessee)
Tennessee
$306K -$28.1K -500 -9%
BWM
417
Baystate Wealth Management
Massachusetts
$306K +$2.08K +37 +0.7%
BAM
418
Belpointe Asset Management
Nevada
$305K -$65K -1,155 -18%
GAM
419
Gotham Asset Management
New York
$303K +$292K +5,187 New
JWBC
420
J.W. Burns & Co
New York
$301K +$787 +14 +0.3%
WFM
421
Wolff Financial Management
Michigan
$295K
IWM
422
IHT Wealth Management
Illinois
$294K -$73.9K -1,314 -21%
CT
423
Cambridge Trust
Massachusetts
$294K +$283K +5,036 New
CA
424
Calton & Associates
Florida
$293K +$14.5K +257 +5%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$292K

TD Hedge Fund Activity: Q2 2019 in Review

597 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q2 2019, worth a combined $52.6B — up 5.7% from $49.8B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of TD and 51 opened new positions — a net loss of 28 holders — while 247 trimmed existing stakes and 176 added.

The largest buyer was Royal Bank of Canada, adding an estimated $727M. The largest seller was Bank of Montreal, cutting an estimated $297M.

  • 597 institutional investors held Toronto Dominion Bank (TD) as of Q2 2019, down from 634 in Q1 2019.
  • Funds reported $52.6B of Toronto Dominion Bank stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 51 funds opened new Toronto Dominion Bank positions in Q2 2019 and 79 closed out, a net change of -28 holders.
  • The largest Toronto Dominion Bank buyer in Q2 2019 was Royal Bank of Canada, an estimated $727M added.
  • The largest Toronto Dominion Bank seller in Q2 2019 was Bank of Montreal, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2019.