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Toronto Dominion Bank

509 hedge funds and large institutions have $50.4B invested in Toronto Dominion Bank in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 189 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $191M | Put options by funds: $121M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

3% more funds holding

Funds holding: 492509 (+17)

1% more capital invested

Capital invested by funds: $49.9B → $50.4B (+$458M)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

0.55% less ownership

Funds ownership: 54.31%53.76% (-0.55%)

7% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 189

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
12.67%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
58
Increased
175
Reduced
189
Closed
39
Calls
$191M
Puts
$121M
Net Calls
+$69.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
451
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$41K +$40.9K +800 New
NSIM
452
North Star Investment Management
Illinois
$41K +$42.3K +828 New
TJHA
453
Thomas J. Herzfeld Advisors
Florida
$39K
AIM
454
Advantage Investment Management
Iowa
$38K
EFSCE
455
Enterprise Financial Services Corp (EFSC)
Missouri
$37K -$2.76K -54 -7%
MSFP
456
Mark Sheptoff Financial Planning
Connecticut
$37K +$51 +1 +0.1%
EWM
457
Evercore Wealth Management
New York
$36K +$8.18K +160 +28%
HNB
458
Huntington National Bank
Ohio
$35K +$7.77K +152 +28%
FHA
459
First Horizon Advisors
Tennessee
$34K -$6.34K -124 -14%
DSC
460
Duncker Streett & Co
Missouri
$34K
AF
461
Allworth Financial
California
$30K
DAM
462
Delta Asset Management
Tennessee
$30K +$4.96K +97 +20%
SIAP
463
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K +$29.5K +578 New
MIC
464
MU Investments Company
Japan
$27K -$5.11K -100 -15%
LNB
465
Ledyard National Bank
$26K
SQA
466
Simon Quick Advisors
New Jersey
$25K -$238K -4,665 -90%
ZB
467
Zions Bancorporation
Utah
$25K -$19.5K -382 -43%
CP
468
Corbenic Partners
Pennsylvania
$25K
AIM
469
Acrospire Investment Management
Illinois
$25K +$25.6K +500 New
LWM
470
LBA Wealth Management
Florida
$24K +$4.39K +86 +22%
JWA
471
JFS Wealth Advisors
Pennsylvania
$21K
WB
472
Webster Bank
Connecticut
$21K
LWA
473
Lenox Wealth Advisors
New York
$20K
PG
474
Patten Group
Tennessee
$16K +$9.2K +180 +126%
AAF
475
Andra AP-fonden
Sweden
$15.6K +$15.9M +310,600 New

TD Hedge Fund Activity: Q1 2017 in Review

509 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2017, worth a combined $50.4B — up 0.92% from $49.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 39 closed out — a net gain of 19 holders — while 175 added to existing stakes and 189 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $443M. The largest seller was 1832 Asset Management, cutting an estimated $817M.

  • 509 institutional investors held Toronto Dominion Bank (TD) as of Q1 2017, up from 492 in Q4 2016.
  • Funds reported $50.4B of Toronto Dominion Bank stock for Q1 2017, up 0.92% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q1 2017 and 39 closed out, a net change of +19 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2017 was Bank of Montreal, an estimated $443M added.
  • The largest Toronto Dominion Bank seller in Q1 2017 was 1832 Asset Management, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2017.