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Toronto Dominion Bank

701 hedge funds and large institutions have $56.3B invested in Toronto Dominion Bank in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $890M | Put options by funds: $539M

9% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 70

0.65% more ownership

Funds ownership: 51.75%52.4% (+0.65%)

0% more funds holding

Funds holding: 701701 (0)

2% less funds holding in top 10

Funds holding in top 10: 4746 (-1)

7% less capital invested

Capital invested by funds: $60.2B → $56.3B (-$3.92B)

28% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 288

Holders
701
Holders Change
Holders Change %
0%
% of All Funds
10.1%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
0.66%
New
76
Increased
206
Reduced
288
Closed
70
Calls
$890M
Puts
$539M
Net Calls
+$351M
Net Calls Change
+$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
426
Western Wealth Management
Colorado
$430K -$785 -13 -0.2%
Baird Financial Group
427
Baird Financial Group
Wisconsin
$429K
Brown Advisory
428
Brown Advisory
Maryland
$427K -$9.91K -164 -2%
IF
429
Intrua Financial
Texas
$426K +$11.5K +191 +3%
CAM
430
Covenant Asset Management
New Jersey
$419K
AWM
431
Apollon Wealth Management
South Carolina
$415K -$16.6K -274 -4%
JIC
432
Johnson Investment Counsel
Ohio
$407K +$8.15K +135 +2%
VI
433
Versor Investments
New York
$404K +$405K +6,698 New
HTHT
434
Hemenway Trust Hemenway Trust
New Hampshire
$402K -$37K -612 -8%
DAS
435
Dynamic Advisor Solutions
Arizona
$399K -$1.15K -19 -0.3%
MML Investors Services
436
MML Investors Services
Massachusetts
$396K -$27K -447 -6%
KFS
437
Keynote Financial Services
Connecticut
$396K +$396K +6,553 New
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$395K +$846 +14 +0.2%
FCBT
439
First Citizens Bank & Trust
North Carolina
$391K -$423 -7 -0.1%
CCA
440
Checchi Capital Advisers
California
$384K +$28K +464 +8%
GSC
441
Grey Street Capital
Illinois
$383K +$383K +6,348 New
PCIA
442
Prime Capital Investment Advisors
Kansas
$381K -$23.7K -392 -6%
KIA
443
KCM Investment Advisors
California
$380K +$91.1K +1,509 +32%
TW
444
TritonPoint Wealth
Maryland
$375K
PP
445
PDS Planning
Ohio
$371K +$17.2K +284 +5%
QCM
446
QRG Capital Management
Illinois
$370K -$104K -1,727 -22%
HPFG
447
Hart & Patterson Financial Group
Massachusetts
$369K +$13.8K +228 +4%
WMA
448
Wealth Management Associates
New Jersey
$368K +$12.3K +204 +3%
AFG
449
Atomi Financial Group
New York
$366K +$86K +1,423 +31%
CWM
450
Cabot Wealth Management
Massachusetts
$364K -$7.85K -130 -2%

TD Hedge Fund Activity: Q1 2024 in Review

701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2024, worth a combined $56.3B — down 6.5% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TD positions and 70 closed out — a net gain of 6 holders — while 206 added to existing stakes and 288 trimmed.

The largest buyer was British Columbia Investment Management, adding an estimated $464M. The largest seller was Morgan Stanley, cutting an estimated $298M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $56.3B of Toronto Dominion Bank stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 76 funds opened new Toronto Dominion Bank positions in Q1 2024 and 70 closed out, a net change of +6 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2024 was British Columbia Investment Management, an estimated $464M added.
  • The largest Toronto Dominion Bank seller in Q1 2024 was Morgan Stanley, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2024.