We are live on ! Find out more
TD icon

Toronto Dominion Bank

521 hedge funds and large institutions have $52.5B invested in Toronto Dominion Bank in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 171 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $164M | Put options by funds: $76.1M

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

14% more capital invested

Capital invested by funds: $46.1B → $52.5B (+$6.37B)

13% more funds holding in top 10

Funds holding in top 10: 5360 (+7)

5% more funds holding

Funds holding: 498521 (+23)

7% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 171

0.91% more ownership

Funds ownership: 49.27%50.17% (+0.91%)

Holders
521
Holders Change
+23
Holders Change %
+4.62%
% of All Funds
12.99%
Holding in Top 10
60
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.21%
% of All Funds
1.5%
New
60
Increased
183
Reduced
171
Closed
31
Calls
$164M
Puts
$76.1M
Net Calls
+$87.7M
Net Calls Change
+$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
Winfield Associates
Ohio
$71K +$525 +10 +0.8%
NSB
452
Norway Savings Bank
Maine
$70K
ATC
453
Adirondack Trust Company
New York
$70K +$12.1K +230 +23%
Truist Financial
454
Truist Financial
North Carolina
$68K
BTIS
455
BB&T Investment Services
North Carolina
$66K +$20.3K +387 +50%
ZB
456
Zions Bancorporation
Utah
$66K +$60.1K +1,144 +4,576%
First Manhattan
457
First Manhattan
New York
$65K +$10.5K +200 +21%
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$62K
FPFS
459
First Personal Financial Services
North Carolina
$60K +$2.89K +55 +5%
Bessemer Group
460
Bessemer Group
New Jersey
$57K
LIA
461
LS Investment Advisors
Michigan
$51K
WAM
462
Wealthspire Advisors (Maryland)
Maryland
$48K -$96.3K -1,835 -68%
NSIM
463
North Star Investment Management
Illinois
$47K
GBBWRPM
464
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$45K
AIM
465
Advantage Investment Management
Iowa
$42K
MSFP
466
Mark Sheptoff Financial Planning
Connecticut
$42K
WTB
467
Washington Trust Bank
Washington
$39K -$4.04K -77 -10%
HNB
468
Huntington National Bank
Ohio
$38K
EWM
469
Evercore Wealth Management
New York
$37K
BWL
470
Bogart Wealth LLC
Virginia
$37K +$35.1K +668 New
WEC
471
Winslow Evans & Crocker
Massachusetts
$36.6K -$49.9K -950 -59%
AssetMark Inc
472
AssetMark Inc
California
$36K +$1.16K +22 +4%
AF
473
Allworth Financial
California
$34K
DAM
474
Delta Asset Management
Tennessee
$33K
SIAP
475
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K

TD Hedge Fund Activity: Q3 2017 in Review

521 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2017, worth a combined $52.5B — up 14% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new TD positions and 31 closed out — a net gain of 29 holders — while 183 added to existing stakes and 171 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $840M. The largest seller was Toronto Dominion Bank, cutting an estimated $362M.

  • 521 institutional investors held Toronto Dominion Bank (TD) as of Q3 2017, up from 498 in Q2 2017.
  • Funds reported $52.5B of Toronto Dominion Bank stock for Q3 2017, up 14% quarter-over-quarter.
  • 60 funds opened new Toronto Dominion Bank positions in Q3 2017 and 31 closed out, a net change of +29 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2017 was 1832 Asset Management, an estimated $840M added.
  • The largest Toronto Dominion Bank seller in Q3 2017 was Toronto Dominion Bank, an estimated $362M sold.

Based on aggregated 13F filings for Q3 2017.