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Toronto Dominion Bank

604 hedge funds and large institutions have $52B invested in Toronto Dominion Bank in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 217 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $490M | Put options by funds: $260M

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

1% more funds holding

Funds holding: 597604 (+7)

0.77% less ownership

Funds ownership: 49.6%48.83% (-0.77%)

1% less capital invested

Capital invested by funds: $52.6B → $52B (-$592M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 217

Holders
604
Holders Change
+7
Holders Change %
+1.17%
% of All Funds
13.25%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.18%
New
58
Increased
192
Reduced
217
Closed
48
Calls
$490M
Puts
$260M
Net Calls
+$230M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
426
J.W. Burns & Co
New York
$301K +$796 +14 +0.3%
SB
427
Suntrust Banks
Georgia
$298K -$157K -2,767 -35%
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$291K
H
429
HoyleCohen
California
$291K
KS
430
Karpas Strategies
Connecticut
$291K
BGCP
431
Bristol Gate Capital Partners
Ontario, Canada
$290K -$23.5K -413 -8%
DIM
432
DC Investments Management
Virginia
$288K -$36.3K -639 -11%
LFG
433
LifePlan Financial Group
Ohio
$277K
SDAM
434
Shulman DeMeo Asset Management
New York
$274K
ASN
435
Advisory Services Network
Georgia
$264K
IPW
436
Inlet Private Wealth
Florida
$262K
MBTD
437
Mechanics Bank - Trust Department
California
$262K +$255K +4,490 New
SBIA
438
Sheaff Brock Investment Advisors
Indiana
$259K +$171 +3 +0.1%
XSC
439
X-Square Capital
Puerto Rico
$258K -$31.4K -553 -11%
AL
440
Aspiriant LLC
California
$258K -$10.8K -190 -4%
BA
441
Boston Advisors
Massachusetts
$256K +$250K +4,400 New
LC
442
Lindbrook Capital
California
$253K +$22.5K +395 +10%
GWM
443
Geneos Wealth Management
Colorado
$252K -$5.63K -99 -2%
CB
444
Commerce Bank
Missouri
$252K
CPIG
445
Chicago Partners Investment Group
Illinois
$248K
FAAS
446
First Allied Advisory Services
California
$242K -$22.9K -402 -9%
PFO
447
Pathstone Family Office
New Jersey
$240K -$69.9K -1,230 -23%
M
448
Mirova
France
$240K +$21.1K +372 +10%
TL
449
TrueWealth LLC
Georgia
$238K
MCA
450
Mercer Capital Advisers
New Jersey
$236K -$91K -1,600 -28%

TD Hedge Fund Activity: Q3 2019 in Review

604 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2019, worth a combined $52B — down 1.1% from $52.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 48 closed out — a net gain of 10 holders — while 192 added to existing stakes and 217 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $441M. The largest seller was TD Asset Management, cutting an estimated $562M.

  • 604 institutional investors held Toronto Dominion Bank (TD) as of Q3 2019, up from 597 in Q2 2019.
  • Funds reported $52B of Toronto Dominion Bank stock for Q3 2019, down 1.1% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q3 2019 and 48 closed out, a net change of +10 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2019 was Bank of Montreal, an estimated $441M added.
  • The largest Toronto Dominion Bank seller in Q3 2019 was TD Asset Management, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2019.