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Toronto Dominion Bank

492 hedge funds and large institutions have $49.9B invested in Toronto Dominion Bank in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 28

83% more call options, than puts

Call options by funds: $192M | Put options by funds: $105M

12% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 155

11% more funds holding

Funds holding: 442492 (+50)

10% more capital invested

Capital invested by funds: $45.3B → $49.9B (+$4.58B)

2% more funds holding in top 10

Funds holding in top 10: 5152 (+1)

0.23% less ownership

Funds ownership: 54.54%54.31% (-0.23%)

Holders
492
Holders Change
+50
Holders Change %
+11.31%
% of All Funds
12.3%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
1.3%
New
85
Increased
174
Reduced
155
Closed
28
Calls
$192M
Puts
$105M
Net Calls
+$87.5M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
451
Ledyard National Bank
$25K -$11.7K -250 -33%
CP
452
Corbenic Partners
Pennsylvania
$25K
DAM
453
Delta Asset Management
Tennessee
$24K
JWA
454
JFS Wealth Advisors
Pennsylvania
$21K
BAM
455
Bruderman Asset Management
New York
$21K +$187 +4 +1%
WB
456
Webster Bank
Connecticut
$21K +$19.5K +418 New
LWA
457
Lenox Wealth Advisors
New York
$20K
WC
458
Whitnell & Co
Illinois
$20K
LWM
459
LBA Wealth Management
Florida
$20K +$18.6K +398 New
PWM
460
Perigon Wealth Management
California
$18K
FFW
461
Fusion Family Wealth
New York
$18K +$17K +364 New
UBS AM
462
UBS AM
Illinois
$15K +$14.4K +308 New
KF
463
Krilogy Financial
Missouri
$14K +$13.1K +280 New
CFA
464
Carroll Financial Associates
North Carolina
$13K
TA
465
Teachers Advisors
New York
$13K
OC
466
Oakworth Capital
Alabama
$13K +$11.7K +250 +833%
ECM
467
Elgethun Capital Management
South Dakota
$13K +$12K +256 New
AA
468
Ancora Advisors
Ohio
$11K +$10.5K +225 New
HFM
469
Hartford Financial Management
Connecticut
$10K -$93.5K -2,000 -90%
BWP
470
Baldwin Wealth Partners
Massachusetts
$10K
FAM
471
Fred Alger Management
New York
$10K +$5.19K +111 +123%
GWS
472
Glassman Wealth Services
Virginia
$10K +$9.35K +200 New
PI
473
PineBridge Investments
New York
$9K -$458K -9,803 -99%
VNA
474
Valley National Advisers
Pennsylvania
$9K
PG
475
Patten Group
Tennessee
$7K

TD Hedge Fund Activity: Q4 2016 in Review

492 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2016, worth a combined $49.9B — up 10% from $45.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new TD positions and 28 closed out — a net gain of 57 holders — while 174 added to existing stakes and 155 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $768M. The largest seller was Royal Bank of Canada, cutting an estimated $908M.

  • 492 institutional investors held Toronto Dominion Bank (TD) as of Q4 2016, up from 442 in Q3 2016.
  • Funds reported $49.9B of Toronto Dominion Bank stock for Q4 2016, up 10% quarter-over-quarter.
  • 85 funds opened new Toronto Dominion Bank positions in Q4 2016 and 28 closed out, a net change of +57 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2016 was 1832 Asset Management, an estimated $768M added.
  • The largest Toronto Dominion Bank seller in Q4 2016 was Royal Bank of Canada, an estimated $908M sold.

Based on aggregated 13F filings for Q4 2016.