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Toronto Dominion Bank

701 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 182 increasing their positions, 282 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

46% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $744M

8% more funds holding

Funds holding: 648701 (+53)

3% more capital invested

Capital invested by funds: $58.5B → $60.2B (+$1.67B)

0.91% less ownership

Funds ownership: 52.65%51.75% (-0.91%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 282

Holders
701
Holders Change
+53
Holders Change %
+8.18%
% of All Funds
10.22%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
101
Increased
182
Reduced
282
Closed
42
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$422K +$51.7K +863 +15%
WMA
427
Wealth Management Associates
New Jersey
$420K +$1.68K +28 +0.4%
FCBT
428
First Citizens Bank & Trust
North Carolina
$419K +$30.9K +516 +9%
DCP
429
DSM Capital Partners
Florida
$414K -$319K -5,320 -45%
MIC
430
Means Investment Company
Maine
$402K -$9.71K -162 -3%
MFS
431
Mirabella Financial Services
United Kingdom
$401K +$372K +6,209 New
CWM
432
Cabot Wealth Management
Massachusetts
$398K
LFA
433
Legacy Financial Advisors
Kentucky
$398K +$76.9K +1,283 +26%
CGL
434
Clarius Group LLC
Washington
$390K +$116K +1,938 +47%
YIA
435
YHB Investment Advisors
Connecticut
$390K
WT
436
Whittier Trust
California
$390K
CCA
437
Checchi Capital Advisers
California
$381K -$117K -1,953 -25%
HPFG
438
Hart & Patterson Financial Group
Massachusetts
$381K +$353K +5,891 New
AAB
439
ABN AMRO Bank
Netherlands
$379K
PP
440
PDS Planning
Ohio
$379K -$6.89K -115 -2%
BSC
441
Brown Shipley & Co
United Kingdom
$378K
EFS
442
Essex Financial Services
Connecticut
$376K -$17.6K -294 -5%
SWM
443
SeaCrest Wealth Management
New York
$376K -$60.8K -1,014 -15%
TW
444
TritonPoint Wealth
Maryland
$375K +$348K +5,800 New
WT
445
Washington Trust
Rhode Island
$369K
ME
446
McIlrath & Eck
Washington
$365K
SW
447
SlateStone Wealth
Florida
$358K -$12K -200 -3%
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$357K
CCG
449
Cypress Capital Group
Florida
$354K +$23.5K +392 +8%
DWM
450
Drive Wealth Management
Utah
$349K +$324K +5,406 New

TD Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2023, worth a combined $60.2B — up 2.8% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TD positions and 42 closed out — a net gain of 59 holders — while 182 added to existing stakes and 282 trimmed.

The largest buyer was TD Asset Management, adding an estimated $625M. The largest seller was Bank of America, cutting an estimated $821M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q4 2023, up from 648 in Q3 2023.
  • Funds reported $60.2B of Toronto Dominion Bank stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 101 funds opened new Toronto Dominion Bank positions in Q4 2023 and 42 closed out, a net change of +59 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2023 was TD Asset Management, an estimated $625M added.
  • The largest Toronto Dominion Bank seller in Q4 2023 was Bank of America, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2023.