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Toronto Dominion Bank

726 hedge funds and large institutions have $69.9B invested in Toronto Dominion Bank in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 218 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 44

15% more capital invested

Capital invested by funds: $60.8B → $69.9B (+$9.13B)

13% more funds holding

Funds holding: 641726 (+85)

10% more funds holding in top 10

Funds holding in top 10: 5156 (+5)

4% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 210

0.65% more ownership

Funds ownership: 50.12%50.77% (+0.65%)

47% less call options, than puts

Call options by funds: $796M | Put options by funds: $1.51B

Holders
726
Holders Change
+85
Holders Change %
+13.26%
% of All Funds
11.17%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
0.86%
New
138
Increased
218
Reduced
210
Closed
44
Calls
$796M
Puts
$1.51B
Net Calls
-$718M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
426
Schechter Investment Advisors
Michigan
$431K +$410K +5,626 New
AT
427
AMF Tjänstepension
Sweden
$429K
GVAG
428
Great Valley Advisor Group
Delaware
$428K -$4.96K -68 -1%
RPC
429
Rossmore Private Capital
Connecticut
$425K
SW
430
SlateStone Wealth
Florida
$425K +$404K +5,544 New
CCG
431
Cypress Capital Group
Florida
$421K -$119K -1,630 -23%
MTWM
432
Masso Torrence Wealth Management
New Jersey
$421K +$401K +5,495 New
HWAM
433
Hennion & Walsh Asset Management
New Jersey
$419K -$656 -9 -0.2%
HI
434
Harbour Investments
Wisconsin
$406K -$83.5K -1,146 -18%
HC
435
Henshaw Capital
Massachusetts
$400K +$381K +5,222 New
BST
436
Bath Savings Trust
Maine
$398K +$8.38K +115 +2%
BOPW
437
Brandywine Oak Private Wealth
Pennsylvania
$394K +$116K +1,597 +45%
CWM
438
Congress Wealth Management
Massachusetts
$393K +$373K +5,118 New
SFG
439
Sather Financial Group
Texas
$391K
XSC
440
X-Square Capital
Puerto Rico
$390K
RWA
441
River Wealth Advisors
Pennsylvania
$389K +$74.1K +1,016 +25%
BPC
442
Banque Pictet & Cie
Switzerland
$386K +$367K +5,034 New
ECM
443
Evergreen Capital Management
Washington
$384K +$38.4K +527 +12%
H
444
HoyleCohen
California
$383K
TAM
445
Tocqueville Asset Management
New York
$380K
Mercer Global Advisors
446
Mercer Global Advisors
Colorado
$378K +$53.8K +738 +18%
HIM
447
Hotaling Investment Management
Pennsylvania
$375K +$357K +4,896 New
IF
448
Intrua Financial
Texas
$371K -$56.6K -777 -14%
Cerity Partners
449
Cerity Partners
New York
$371K +$349K +4,782 New
SFP
450
Sterling Financial Planning
New Jersey
$368K

TD Hedge Fund Activity: Q4 2021 in Review

726 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2021, worth a combined $69.9B — up 15% from $60.8B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new TD positions and 44 closed out — a net gain of 94 holders — while 218 added to existing stakes and 210 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $784M. The largest seller was Bank of Montreal, cutting an estimated $601M.

  • 726 institutional investors held Toronto Dominion Bank (TD) as of Q4 2021, up from 641 in Q3 2021.
  • Funds reported $69.9B of Toronto Dominion Bank stock for Q4 2021, up 15% quarter-over-quarter.
  • 138 funds opened new Toronto Dominion Bank positions in Q4 2021 and 44 closed out, a net change of +94 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2021 was Schroder Investment Management Group, an estimated $784M added.
  • The largest Toronto Dominion Bank seller in Q4 2021 was Bank of Montreal, an estimated $601M sold.

Based on aggregated 13F filings for Q4 2021.