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Toronto Dominion Bank

437 hedge funds and large institutions have $39.7B invested in Toronto Dominion Bank in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 161 increasing their positions, 160 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $148M | Put options by funds: $69M

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

1.17% more ownership

Funds ownership: 53.76%54.93% (+1.2%)

1% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 160

5% less capital invested

Capital invested by funds: $41.8B → $39.7B (-$2.08B)

3% less funds holding

Funds holding: 449437 (-12)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
437
Holders Change
-12
Holders Change %
-2.67%
% of All Funds
12.2%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.34%
New
38
Increased
161
Reduced
160
Closed
45
Calls
$148M
Puts
$69M
Net Calls
+$79M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
426
Madden Advisory Services
Florida
$4K
BCM
427
Brookstone Capital Management
Illinois
$4K +$2.67K +67 +239%
RPG
428
Risk Paradigm Group
Texas
$3.94K
QCG
429
Quadrant Capital Group
Ohio
$3K +$1.51K +38 +68%
SNT
430
Security National Trust
West Virginia
$2K
WCM
431
Wealthcare Capital Management
Virginia
$2K
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$1.38K +$1.11K +28 New
FCCM
433
First City Capital Management
Georgia
$1.26K
WOC
434
West Oak Capital
California
$1.1K
CG
435
Colony Group
Massachusetts
$1K
GI
436
Gradient Investments
Minnesota
$1K
HL
437
Harding Loevner
New Jersey
$1K +$876 +22 New
W
438
Wealthfront
California
$1K +$1.43K +36 New
MCM
439
McKinley Capital Management
Alaska
-$14.5M -273,390 Closed
DM
440
Delphi Management
Massachusetts
-$8.63M -202,982 Closed
NBC
441
Neuberger Berman Canada
Ontario, Canada
-$6.46M -151,891 Closed
Fidelity International
442
Fidelity International
Bermuda
-$5.34M -125,779 Closed
BCM
443
Brookmont Capital Management
Texas
-$4.76M -112,098 Closed
CC
444
Cipher Capital
New York
-$3.53M -83,122 Closed
FTIOP
445
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$2.98M -70,046 Closed
AA
446
Apriem Advisors
California
-$2.46M -57,785 Closed
AH
447
Achievement Holdings
Illinois
-$1.77K -41,700 Closed
SFP
448
Santa Fe Partners
New Mexico
-$1.6M -37,673 Closed
KC
449
Kingfisher Capital
North Carolina
-$1.38M -32,452 Closed
CCM
450
Carderock Capital Management
Maryland
-$1.32M -30,965 Closed

TD Hedge Fund Activity: Q3 2015 in Review

437 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2015, worth a combined $39.7B — down 5% from $41.8B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TD and 38 opened new positions — a net loss of 7 holders — while 160 trimmed existing stakes and 161 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $330M. The largest seller was William Blair & Company, cutting an estimated $123M.

  • 437 institutional investors held Toronto Dominion Bank (TD) as of Q3 2015, down from 449 in Q2 2015.
  • Funds reported $39.7B of Toronto Dominion Bank stock for Q3 2015, down 5% quarter-over-quarter.
  • 38 funds opened new Toronto Dominion Bank positions in Q3 2015 and 45 closed out, a net change of -7 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $330M added.
  • The largest Toronto Dominion Bank seller in Q3 2015 was William Blair & Company, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2015.