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Toronto Dominion Bank

544 hedge funds and large institutions have $40.2B invested in Toronto Dominion Bank in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $37.8B → $40.2B (+$2.39B)

0.73% more ownership

Funds ownership: 49.26%49.99% (+0.73%)

5% less funds holding

Funds holding: 572544 (-28)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 219

16% less call options, than puts

Call options by funds: $274M | Put options by funds: $325M

39% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 66

Holders
544
Holders Change
-28
Holders Change %
-4.9%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.96%
New
40
Increased
186
Reduced
219
Closed
66
Calls
$274M
Puts
$325M
Net Calls
-$51.2M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
401
Pathstone Family Office
New Jersey
$184K +$681 +16 +0.4%
NIT
402
NumerixS Investment Technologies
British Columbia, Canada
$183K +$85.3K +2,004 +95%
AF
403
Arrow Financial
New York
$179K
CA
404
Clearstead Advisors
Ohio
$179K +$32K +751 +23%
BSAM
405
Blue Square Asset Management
New York
$178K -$292K -6,865 -63%
QCG
406
Quadrant Capital Group
Ohio
$171K -$42.6K -1,000 -21%
PA
407
Parallel Advisors
California
$163K +$33.9K +796 +28%
CAN
408
Cetera Advisor Networks
California
$156K +$149K +3,505 New
IRC
409
Investors Research Corp
Georgia
$155K
AAM
410
Advisors Asset Management
Colorado
$155K +$61.8K +1,451 +72%
M
411
Mirova
France
$153K -$4K -94 -3%
SL
412
Savior LLC
Massachusetts
$150K
SBL
413
Sargent Bickham Lagudis
Colorado
$150K +$3.19K +75 +2%
TL
414
TrueWealth LLC
Georgia
$138K -$4.34K -102 -3%
MHR
415
Matthew Hamilton Rosenberg
$136K +$35.1K +825 +37%
FCM
416
Firestone Capital Management
Florida
$122K
MCA
417
Mercer Capital Advisers
New Jersey
$116K -$4.26K -100 -4%
CLOS
418
Compagnie Lombard Odier SCmA
Switzerland
$114K -$57.3K -1,347 -35%
LFG
419
LifePlan Financial Group
Ohio
$114K
APA
420
American Portfolios Advisors
New York
$112K -$26.9K -633 -20%
APWM
421
Atlas Private Wealth Management
New York
$112K
BBHC
422
Brown Brothers Harriman & Co
New York
$107K -$34.3K -805 -25%
BFEC
423
Benjamin F. Edwards & Company
Missouri
$106K -$612K -14,379 -86%
LC
424
Lindbrook Capital
California
$102K -$22.9K -539 -19%
CF
425
Centaurus Financial
California
$101K -$81.6K -1,917 -46%