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Toronto Dominion Bank

540 hedge funds and large institutions have $42.4B invested in Toronto Dominion Bank in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 165 increasing their positions, 207 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 4751 (+4)

6% more capital invested

Capital invested by funds: $40.2B → $42.4B (+$2.26B)

0.09% less ownership

Funds ownership: 49.99%49.9% (-0.09%)

1% less funds holding

Funds holding: 544540 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

20% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 207

34% less call options, than puts

Call options by funds: $259M | Put options by funds: $394M

Holders
540
Holders Change
-4
Holders Change %
-0.74%
% of All Funds
10.9%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
1.03%
New
55
Increased
165
Reduced
207
Closed
56
Calls
$259M
Puts
$394M
Net Calls
-$135M
Net Calls Change
-$83.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
426
Matthew Hamilton Rosenberg
$95K -$46.5K -998 -33%
JGIA
427
Jackson Grant Investment Advisers
Connecticut
$93K +$1.12K +24 +1%
BWA
428
BDO Wealth Advisors
Florida
$92K
TRCT
429
Tower Research Capital (TRC)
New York
$89K +$89.5K +1,922 New
NSB
430
Norway Savings Bank
Maine
$85K
MCA
431
Mercer Capital Advisers
New Jersey
$83K -$37.3K -800 -31%
BCV
432
Banque Cantonale Vaudoise
Switzerland
$79K -$23.3K -500 -23%
QCMC
433
Quantum Capital Management (California)
California
$79K -$5.21K -112 -6%
LWCFA
434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79K
CH
435
Canton Hathaway
Rhode Island
$78K +$78.5K +1,686 New
BFEC
436
Benjamin F. Edwards & Company
Missouri
$77K -$32.8K -704 -30%
TPWA
437
TRUE Private Wealth Advisors
Oregon
$76K
FHA
438
Flagship Harbor Advisors
Massachusetts
$72K -$4.61K -99 -6%
BC
439
Bartlett & Co
Ohio
$68K
BCWM
440
Bartlett & Co Wealth Management
Ohio
$67.7K
BWM
441
Baystate Wealth Management
Massachusetts
$64K +$745 +16 +1%
FFC
442
First Financial Corp
Indiana
$62K
PCG
443
Private Capital Group
Connecticut
$59K +$1.91K +41 +3%
HIA
444
Harbor Investment Advisory
Maryland
$58K -$18.6K -400 -24%
FP
445
Financial Perspectives
Minnesota
$57.2K
MA
446
MUFG Americas
New York
$50K -$22.6K -486 -31%
HFRG
447
Houlihan Financial Resource Group
Virginia
$50K +$46.6K +1,000 New
APWM
448
Atlas Private Wealth Management
New York
$47K -$69.3K -1,488 -59%
TFM
449
TFC Financial Management
Massachusetts
$47K +$47.8K +1,027 New
AA
450
Ancora Advisors
Ohio
$46K

TD Hedge Fund Activity: Q3 2020 in Review

540 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2020, worth a combined $42.4B — up 5.6% from $40.2B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of TD and 55 opened new positions — a net loss of 1 holder — while 207 trimmed existing stakes and 165 added.

The largest buyer was Capital Research Global Investors, adding an estimated $493M. The largest seller was TD Asset Management, cutting an estimated $411M.

  • 540 institutional investors held Toronto Dominion Bank (TD) as of Q3 2020, down from 544 in Q2 2020.
  • Funds reported $42.4B of Toronto Dominion Bank stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 55 funds opened new Toronto Dominion Bank positions in Q3 2020 and 56 closed out, a net change of -1 holder.
  • The largest Toronto Dominion Bank buyer in Q3 2020 was Capital Research Global Investors, an estimated $493M added.
  • The largest Toronto Dominion Bank seller in Q3 2020 was TD Asset Management, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2020.