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Toronto Dominion Bank
TD

Overview Fund Activity

695 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 182 increasing their positions, 279 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+53
Holders Change %
+8.26%
% of All Funds
10.19%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
100
Increased
182
Reduced
279
Closed
41
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$676M
2
Morgan Stanley
Morgan Stanley
New York
+$525M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$374M
4
ClearBridge Investments
ClearBridge Investments
New York
+$184M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$155M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$885M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$693M
3
Fidelity International
Fidelity International
Bermuda
-$583M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$532M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
Congress Wealth Management
Massachusetts
$487K +$58.4K +903 +14%
RCA
402
Ranch Capital Advisors
Florida
$478K -$6.27K -97 -1%
T
403
TOBAM
France
$475K -$654K -10,083 -58%
OPA
404
Old Port Advisors
Maine
$471K -$26.5K -410 -5%
HTHT
405
Hemenway Trust Hemenway Trust
New Hampshire
$470K -$20.9K -324 -4%
TI
406
Trexquant Investment
Connecticut
$469K +$469K +7,260 New
Brown Advisory
407
Brown Advisory
Maryland
$468K -$77.4K -1,197 -14%
AWM
408
Apollon Wealth Management
South Carolina
$462K -$17.8K -276 -4%
IAA
409
Independent Advisor Alliance
North Carolina
$462K -$315K -4,882 -41%
WWM
410
Western Wealth Management
Colorado
$461K -$19.1K -296 -4%
Baird Financial Group
411
Baird Financial Group
Wisconsin
$459K -$21.9K -339 -5%
BFG
412
Bleakley Financial Group
New Jersey
$457K +$56.4K +872 +14%
SS
413
Simplicity Solutions
Minnesota
$457K +$56.4K +872 +14%
UH
414
Unigestion Holding
Switzerland
$454K -$11.4M -175,831 -96%
MML Investors Services
415
MML Investors Services
Massachusetts
$453K -$170K -2,635 -27%
CAM
416
Covenant Asset Management
New Jersey
$449K -$93.7K -1,450 -17%
IF
417
Intrua Financial
Texas
$444K +$9.76K +151 +2%
FNBT
418
FineMark National Bank & Trust
Florida
$441K -$149K -2,301 -25%
PCIA
419
Prime Capital Investment Advisors
Kansas
$433K +$40.5K +627 +10%
DAS
420
Dynamic Advisor Solutions
Arizona
$427K +$7.34K +114 +2%
Lido Advisors
421
Lido Advisors
California
$427K +$107K +1,652 +33%
JIC
422
Johnson Investment Counsel
Ohio
$426K – – –
PWAM
423
Pinnacle West Asset Management
Wyoming
$423K -$16.1K -250 -4%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$422K +$55.8K +863 +15%
WMA
425
Wealth Management Associates
New Jersey
$420K +$1.81K +28 +0.4%
15 16
17
18 19