TD icon

Toronto Dominion Bank
TD

Overview Fund Activity

667 hedge funds and large institutions have $49.2B invested in Toronto Dominion Bank in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 186 increasing their positions, 305 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
-30
Holders Change %
-4.3%
% of All Funds
9.7%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.6%
New
53
Increased
186
Reduced
305
Closed
74
Calls
$1.04B
Puts
$605M
Net Calls
+$436M
Net Calls Change
+$84.4M

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$775M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$321M
3
Charles Schwab
Charles Schwab
California
+$256M
4
Goldman Sachs
Goldman Sachs
New York
+$235M
5
UBS AM
UBS AM
Illinois
+$159M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.14B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$581M
3
Fidelity International
Fidelity International
Bermuda
-$467M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$295M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
426
QRG Capital Management
Illinois
$338K +$989 +18 +0.3%
LGWM
427
Litman Gregory Wealth Management
California
$337K +$68.7K +1,250 +26%
HPFG
428
Hart & Patterson Financial Group
Massachusetts
$336K – – –
CWM
429
Cabot Wealth Management
Massachusetts
$332K – – –
YIA
430
YHB Investment Advisors
Connecticut
$331K +$110 +2 +0%
AF
431
Allworth Financial
California
$326K -$158K -2,725 -33%
PP
432
PDS Planning
Ohio
$325K -$12.7K -231 -4%
Wealth Enhancement Advisory Services
433
Wealth Enhancement Advisory Services
Minnesota
$324K -$557K -10,128 -63%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$314K +$7.96K +145 +3%
SW
435
SlateStone Wealth
Florida
$311K +$6.37K +116 +2%
ME
436
McIlrath & Eck
Washington
$310K – – –
AssetMark Inc
437
AssetMark Inc
California
$309K -$136K -2,466 -30%
GVAG
438
Great Valley Advisor Group
Delaware
$309K -$3.85K -70 -1%
TPM
439
Triasima Portfolio Management
Quebec, Canada
$308K -$38.9M -708,552 -99%
CG
440
Caprock Group
Idaho
$305K +$305K +5,542 New
CCG
441
Cypress Capital Group
Florida
$304K +$20.1K +365 +7%
MW
442
Marcum Wealth
Ohio
$304K -$2.58K -47 -0.8%
MA
443
Mutual Advisors
Nebraska
$303K +$84.7K +1,466 +39%
FIM
444
Freedom Investment Management
Connecticut
$301K +$7.37K +134 +3%
CPIG
445
Chicago Partners Investment Group
Illinois
$301K – – –
CCA
446
Checchi Capital Advisers
California
$300K -$49.6K -903 -14%
Jones Financial Companies
447
Jones Financial Companies
Missouri
$298K +$209K +3,806 +235%
MHIC
448
Marble Harbor Investment Counsel
Massachusetts
$292K – – –
FRA
449
Frank Rimerman Advisors
California
$290K +$290K +5,275 New
DWM
450
Drive Wealth Management
Utah
$288K -$110 -2 -0%
16 17
18
19 20