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Toronto Dominion Bank

602 hedge funds and large institutions have $51.6B invested in Toronto Dominion Bank in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 169 increasing their positions, 204 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 41

22% more capital invested

Capital invested by funds: $42.4B → $51.6B (+$9.18B)

11% more funds holding

Funds holding: 540602 (+62)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

0.03% more ownership

Funds ownership: 49.9%49.92% (+0.03%)

17% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 204

28% less call options, than puts

Call options by funds: $388M | Put options by funds: $537M

Holders
602
Holders Change
+62
Holders Change %
+11.48%
% of All Funds
10.65%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.94%
New
115
Increased
169
Reduced
204
Closed
41
Calls
$388M
Puts
$537M
Net Calls
-$148M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$265K -$261K -5,158 -52%
CAM
402
Cresset Asset Management
Illinois
$263K +$236K +4,655 New
VA
403
Valmark Advisers
Ohio
$262K -$31.8K -628 -12%
WTC
404
WhitTier Trust Company
Nevada
$258K -$14.9K -295 -6%
DC
405
Davenport & Co
Virginia
$255K -$26.3K -519 -10%
SVWAG
406
Sound View Wealth Advisors Group
Georgia
$254K -$49.3K -973 -18%
SBIA
407
Sheaff Brock Investment Advisors
Indiana
$254K -$8.92K -176 -4%
TC
408
Trust Company
Kansas
$254K
RWA
409
River Wealth Advisors
Pennsylvania
$253K -$16.5K -325 -7%
QCG
410
Quadrant Capital Group
Ohio
$253K -$12.8K -252 -5%
SWA
411
Sax Wealth Advisors
New Jersey
$253K +$228K +4,492 New
XSC
412
X-Square Capital
Puerto Rico
$250K
CPIG
413
Chicago Partners Investment Group
Illinois
$250K +$219K +4,331 New
CA
414
Calton & Associates
Florida
$249K -$8.77K -173 -4%
SBL
415
Sargent Bickham Lagudis
Colorado
$242K +$30.2K +595 +16%
RC
416
RegentAtlantic Capital
New Jersey
$242K +$218K +4,296 New
RMAM
417
Raab & Moskowitz Asset Management
New Jersey
$240K -$9.12K -180 -4%
GWM
418
Geneos Wealth Management
Colorado
$238K -$21.4K -422 -10%
BHWM
419
Bay Harbor Wealth Management
Maryland
$238K
NAM
420
NorthCoast Asset Management
Connecticut
$236K +$212K +4,182 New
IF
421
Intrua Financial
Texas
$234K
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$232K +$63.3K +1,250 +44%
AA
423
Advisory Alpha
Michigan
$232K +$84.4K +1,665 +68%
Tudor Investment Corp
424
Tudor Investment Corp
Connecticut
$231K +$208K +4,095 New
BCI
425
Brinker Capital Investments
Pennsylvania
$230K +$206K +4,074 New