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Toronto Dominion Bank

509 hedge funds and large institutions have $50.4B invested in Toronto Dominion Bank in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 189 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $191M | Put options by funds: $121M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

3% more funds holding

Funds holding: 492509 (+17)

1% more capital invested

Capital invested by funds: $49.9B → $50.4B (+$458M)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

0.55% less ownership

Funds ownership: 54.31%53.76% (-0.55%)

7% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 189

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
12.67%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
58
Increased
175
Reduced
189
Closed
39
Calls
$191M
Puts
$121M
Net Calls
+$69.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
426
Jackson Grant Investment Advisers
Connecticut
$88K +$29.3K +573 +48%
CAG
427
Crestwood Advisors Group
Massachusetts
$88K +$96.6K +1,890 New
QCG
428
Quadrant Capital Group
Ohio
$85K +$3.22K +63 +3%
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$84K
WEC
430
Winslow Evans & Crocker
Massachusetts
$80.1K -$6.44K -126 -7%
CCM
431
Cribstone Capital Management
Maine
$78K
Truist Financial
432
Truist Financial
North Carolina
$75K -$17.9K -350 -19%
LJHT
433
Laurie J. Hall Trustee
$74.7K
FFC
434
First Financial Corp
Indiana
$67K -$34.4K -674 -33%
NSB
435
Norway Savings Bank
Maine
$63K
GRP
436
Global Retirement Partners
California
$63K +$2.56K +50 +4%
WA
437
Winfield Associates
Ohio
$62K -$15.3K -300 -20%
FPFS
438
First Personal Financial Services
North Carolina
$60K -$10.1K -198 -14%
BlackRock
439
BlackRock
New York
$57K +$58K +1,136 New
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$55K
First Manhattan
441
First Manhattan
New York
$53K
ATC
442
Adirondack Trust Company
New York
$51K
IPC
443
Independent Portfolio Consultants
Florida
$50K -$24.3K -475 -32%
WA
444
WFG Advisors
Texas
$46K -$97.1K -1,900 -68%
WTB
445
Washington Trust Bank
Washington
$46K
LIA
446
LS Investment Advisors
Michigan
$45K
UBS AM
447
UBS AM
Illinois
$44.2K +$29.4K +575 +187%
NFG
448
Next Financial Group
Texas
$44K -$4.91K -96 -9%
PAMU
449
Pictet Asset Management (UK)
United Kingdom
$42K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$41K +$20.4K +400 +95%

TD Hedge Fund Activity: Q1 2017 in Review

509 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2017, worth a combined $50.4B — up 0.92% from $49.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 39 closed out — a net gain of 19 holders — while 175 added to existing stakes and 189 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $443M. The largest seller was 1832 Asset Management, cutting an estimated $817M.

  • 509 institutional investors held Toronto Dominion Bank (TD) as of Q1 2017, up from 492 in Q4 2016.
  • Funds reported $50.4B of Toronto Dominion Bank stock for Q1 2017, up 0.92% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q1 2017 and 39 closed out, a net change of +19 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2017 was Bank of Montreal, an estimated $443M added.
  • The largest Toronto Dominion Bank seller in Q1 2017 was 1832 Asset Management, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2017.