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Toronto Dominion Bank

624 hedge funds and large institutions have $45.1B invested in Toronto Dominion Bank in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 186 increasing their positions, 242 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $149M | Put options by funds: $134M

0.1% more ownership

Funds ownership: 49.46%49.56% (+0.1%)

9% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 90

2% less funds holding

Funds holding: 636624 (-12)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

18% less capital invested

Capital invested by funds: $55.2B → $45.1B (-$10.1B)

23% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 242

Holders
624
Holders Change
-12
Holders Change %
-1.89%
% of All Funds
13.9%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.18%
New
82
Increased
186
Reduced
242
Closed
90
Calls
$149M
Puts
$134M
Net Calls
+$15.1M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
426
Brown Advisory
Maryland
$282K -$49.9K -911 -14%
CC
427
Chicago Capital
Illinois
$281K
ME
428
McIlrath & Eck
Washington
$281K
GVAG
429
Great Valley Advisor Group
Delaware
$281K +$309K +5,647 New
BPWA
430
Beacon Pointe Wealth Advisors
California
$280K +$309K +5,649 New
RJT
431
Raymond James Trust
Florida
$279K -$39K -712 -11%
VA
432
Valmark Advisers
Ohio
$277K
CB
433
Commerce Bank
Missouri
$276K
Schroder Investment Management Group
434
Schroder Investment Management Group
United Kingdom
$273K -$62.6M -1,144,291 -22%
OC
435
Oppenheimer & Co
New York
$273K -$1.09K -20 -0.4%
H
436
HoyleCohen
California
$273K
LWCFA
437
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$272K
BNP Paribas Financial Markets
438
BNP Paribas Financial Markets
France
$268K
JWBC
439
J.W. Burns & Co
New York
$265K -$21.2K -387 -7%
BGCP
440
Bristol Gate Capital Partners
Ontario, Canada
$255K +$41.8K +764 +17%
WFM
441
Wolff Financial Management
Michigan
$251K +$277K +5,054 New
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$249K
KS
443
Karpas Strategies
Connecticut
$249K
XSC
444
X-Square Capital
Puerto Rico
$248K
CA
445
Cetera Advisors
Colorado
$246K +$70.3K +1,285 +36%
FGC
446
Financial Gravity Companies
Texas
$246K +$239K +4,369 New
BMO
447
Beck Mack & Oliver
New York
$244K +$49.3K +900 +23%
FWIA
448
Fort Washington Investment Advisors
Ohio
$239K
PFPT
449
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K
CPIG
450
Chicago Partners Investment Group
Illinois
$236K -$10.2K -187 -4%

TD Hedge Fund Activity: Q4 2018 in Review

624 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2018, worth a combined $45.1B — down 18% from $55.2B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of TD and 82 opened new positions — a net loss of 8 holders — while 242 trimmed existing stakes and 186 added.

The largest buyer was Royal Bank of Canada, adding an estimated $471M. The largest seller was Fidelity International, cutting an estimated $339M.

  • 624 institutional investors held Toronto Dominion Bank (TD) as of Q4 2018, down from 636 in Q3 2018.
  • Funds reported $45.1B of Toronto Dominion Bank stock for Q4 2018, down 18% quarter-over-quarter.
  • 82 funds opened new Toronto Dominion Bank positions in Q4 2018 and 90 closed out, a net change of -8 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2018 was Royal Bank of Canada, an estimated $471M added.
  • The largest Toronto Dominion Bank seller in Q4 2018 was Fidelity International, an estimated $339M sold.

Based on aggregated 13F filings for Q4 2018.