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Toronto Dominion Bank

451 hedge funds and large institutions have $42.1B invested in Toronto Dominion Bank in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $269M | Put options by funds: $77.8M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 140

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 443451 (+8)

4% less capital invested

Capital invested by funds: $43.6B → $42.1B (-$1.53B)

1.02% less ownership

Funds ownership: 53.78%52.76% (-1%)

Holders
451
Holders Change
+8
Holders Change %
+1.81%
% of All Funds
12.03%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.25%
New
48
Increased
171
Reduced
140
Closed
36
Calls
$269M
Puts
$77.8M
Net Calls
+$191M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
426
Jacobi Capital Management
Pennsylvania
$11K +$10.9K +250 New
FHA
427
First Horizon Advisors
Tennessee
$10K +$1.96K +45 +22%
BWP
428
Baldwin Wealth Partners
Massachusetts
$9K
GWS
429
Glassman Wealth Services
Virginia
$9K
TSW
430
Thompson Siegel & Walmsley
Virginia
$8K
VNA
431
Valley National Advisers
Pennsylvania
$8K +$7.71K +177 New
ClearBridge Investments
432
ClearBridge Investments
New York
$7K +$6.92K +159 New
CA
433
Commerzbank Aktiengesellschaft
Germany
$6.33K +$519K +11,920 +9%
PG
434
Patten Group
Tennessee
$6.14K
RFA
435
Reilly Financial Advisors
California
$6K -$15.9K -365 -73%
CAW
436
Cornerstone Advisors (Washington)
Washington
$5K
SJIM
437
St. Johns Investment Management
Florida
$5K +$5.49K +126 New
EWM
438
Evercore Wealth Management
New York
$4K -$7.62K -175 -63%
BC
439
Bartlett & Co
Ohio
$4K +$4.35K +100 New
AssetMark Inc
440
AssetMark Inc
California
$3K
SNT
441
Security National Trust
West Virginia
$2K
WCM
442
Wealthcare Capital Management
Virginia
$2K
LWA
443
Lowe Wealth Advisors
Maryland
$2K +$1.78K +41 New
BFEC
444
Benjamin F. Edwards & Company
Missouri
$2K +$2.26K +52 New
PRCM
445
Pine River Capital Management
Minnesota
$1.31K
WOC
446
West Oak Capital
California
$1.2K
GI
447
Gradient Investments
Minnesota
$1K -$9.01K -207 -94%
ASN
448
Advisory Services Network
Georgia
$1K
HWP
449
Hefty Wealth Partners
Indiana
$1K
OC
450
Oakworth Capital
Alabama
$1K

TD Hedge Fund Activity: Q2 2016 in Review

451 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q2 2016, worth a combined $42.1B — down 3.5% from $43.6B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TD positions and 36 closed out — a net gain of 12 holders — while 171 added to existing stakes and 140 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $427M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $1.12B sold.

  • 451 institutional investors held Toronto Dominion Bank (TD) as of Q2 2016, up from 443 in Q1 2016.
  • Funds reported $42.1B of Toronto Dominion Bank stock for Q2 2016, down 3.5% quarter-over-quarter.
  • 48 funds opened new Toronto Dominion Bank positions in Q2 2016 and 36 closed out, a net change of +12 holders.
  • The largest Toronto Dominion Bank buyer in Q2 2016 was Mackenzie Financial, an estimated $427M added.
  • The largest Toronto Dominion Bank seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2016.