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Toronto Dominion Bank

634 hedge funds and large institutions have $49.8B invested in Toronto Dominion Bank in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 252 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $263M | Put options by funds: $129M

31% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $45.1B → $49.8B (+$4.73B)

2% more funds holding

Funds holding: 624634 (+10)

0.07% more ownership

Funds ownership: 49.56%49.63% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

23% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 252

Holders
634
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
13.72%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.15%
New
67
Increased
195
Reduced
252
Closed
51
Calls
$263M
Puts
$129M
Net Calls
+$135M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
426
Means Investment Company
Maine
$329K +$335K +6,062 New
JCM
427
Jacobi Capital Management
Pennsylvania
$328K +$4.15K +75 +1%
PCC
428
Park Circle Company
Maryland
$326K
GCA
429
Gideon Capital Advisors
New York
$324K -$1.52M -27,459 -82%
NDSI
430
Newman Dignan & Sheerar Inc
Rhode Island
$324K -$119K -2,150 -27%
AFC
431
AFT Forsyth & Company
Florida
$324K
AFM
432
Abbot Financial Management
Massachusetts
$322K
BPWA
433
Beacon Pointe Wealth Advisors
California
$314K +$8.13K +147 +3%
PFPT
434
Pinnacle Financial Partners (Tennessee)
Tennessee
$312K +$52K +940 +20%
AL
435
Aspiriant LLC
California
$310K -$79.9K -1,446 -20%
GVAG
436
Great Valley Advisor Group
Delaware
$307K
ME
437
McIlrath & Eck
Washington
$307K
PFO
438
Pathstone Family Office
New Jersey
$304K +$172K +3,112 +126%
VA
439
Valmark Advisers
Ohio
$302K
CA
440
Cetera Advisors
Colorado
$298K +$37.8K +684 +14%
LWCFA
441
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K
BNP Paribas Financial Markets
442
BNP Paribas Financial Markets
France
$293K
BWM
443
Baystate Wealth Management
Massachusetts
$288K -$21.7K -393 -7%
OC
444
Oppenheimer & Co
New York
$284K -$14.9K -270 -5%
AWA
445
Arete Wealth Advisors
Illinois
$280K -$44.1K -798 -13%
JWBC
446
J.W. Burns & Co
New York
$280K -$10.3K -186 -3%
WFM
447
Wolff Financial Management
Michigan
$275K
H
448
HoyleCohen
California
$272K -$27.6K -500 -9%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$272K
KS
450
Karpas Strategies
Connecticut
$272K

TD Hedge Fund Activity: Q1 2019 in Review

634 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2019, worth a combined $49.8B — up 10% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new TD positions and 51 closed out — a net gain of 16 holders — while 195 added to existing stakes and 252 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $403M. The largest seller was Royal Bank of Canada, cutting an estimated $438M.

  • 634 institutional investors held Toronto Dominion Bank (TD) as of Q1 2019, up from 624 in Q4 2018.
  • Funds reported $49.8B of Toronto Dominion Bank stock for Q1 2019, up 10% quarter-over-quarter.
  • 67 funds opened new Toronto Dominion Bank positions in Q1 2019 and 51 closed out, a net change of +16 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2019 was Bank of Montreal, an estimated $403M added.
  • The largest Toronto Dominion Bank seller in Q1 2019 was Royal Bank of Canada, an estimated $438M sold.

Based on aggregated 13F filings for Q1 2019.