We are live on ! Find out more
TD icon

Toronto Dominion Bank

604 hedge funds and large institutions have $52B invested in Toronto Dominion Bank in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 217 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $490M | Put options by funds: $260M

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

1% more funds holding

Funds holding: 597604 (+7)

0.77% less ownership

Funds ownership: 49.6%48.83% (-0.77%)

1% less capital invested

Capital invested by funds: $52.6B → $52B (-$592M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 217

Holders
604
Holders Change
+7
Holders Change %
+1.17%
% of All Funds
13.25%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.18%
New
58
Increased
192
Reduced
217
Closed
48
Calls
$490M
Puts
$260M
Net Calls
+$230M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
401
Sunbelt Securities
Texas
$361K +$352K +6,197 New
JCM
402
Jacobi Capital Management
Pennsylvania
$360K +$341 +6 +0.1%
TPWA
403
TRUE Private Wealth Advisors
Oregon
$357K -$145K -2,552 -29%
CCM
404
Condor Capital Management
New Jersey
$355K
IWM
405
IHT Wealth Management
Illinois
$351K +$56.3K +990 +20%
PCC
406
Park Circle Company
Maryland
$350K
WP
407
Wedgewood Partners
Missouri
$349K -$15.6K -275 -4%
AFM
408
Abbot Financial Management
Massachusetts
$345K
MIC
409
Means Investment Company
Maine
$341K -$8.64K -152 -3%
Brown Advisory
410
Brown Advisory
Maryland
$340K +$111K +1,952 +50%
VA
411
Valmark Advisers
Ohio
$336K +$11.2K +197 +4%
ME
412
McIlrath & Eck
Washington
$329K
BCM
413
BlueCrest Capital Management
Jersey
$328K +$320K +5,625 New
PA
414
Probity Advisors
Texas
$325K +$109K +1,923 +53%
CA
415
Calton & Associates
Florida
$321K +$27.3K +480 +10%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$318K
Simplex Trading
417
Simplex Trading
Illinois
$316K +$309K +5,430 New
BNP Paribas Financial Markets
418
BNP Paribas Financial Markets
France
$315K
GVAG
419
Great Valley Advisor Group
Delaware
$310K
BWM
420
Baystate Wealth Management
Massachusetts
$307K +$2.1K +37 +0.7%
CG
421
Caprock Group
Idaho
$305K -$3.58K -63 -1%
PFPT
422
Pinnacle Financial Partners (Tennessee)
Tennessee
$305K
CGL
423
Clarius Group LLC
Washington
$305K +$31.8K +559 +12%
Wolverine Trading
424
Wolverine Trading
Illinois
$304K -$45.8K -805 -13%
BPWA
425
Beacon Pointe Wealth Advisors
California
$301K -$36.1K -635 -11%

TD Hedge Fund Activity: Q3 2019 in Review

604 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2019, worth a combined $52B — down 1.1% from $52.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 48 closed out — a net gain of 10 holders — while 192 added to existing stakes and 217 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $441M. The largest seller was TD Asset Management, cutting an estimated $562M.

  • 604 institutional investors held Toronto Dominion Bank (TD) as of Q3 2019, up from 597 in Q2 2019.
  • Funds reported $52B of Toronto Dominion Bank stock for Q3 2019, down 1.1% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q3 2019 and 48 closed out, a net change of +10 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2019 was Bank of Montreal, an estimated $441M added.
  • The largest Toronto Dominion Bank seller in Q3 2019 was TD Asset Management, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2019.