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Toronto Dominion Bank

638 hedge funds and large institutions have $50.3B invested in Toronto Dominion Bank in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 234 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more call options, than puts

Call options by funds: $383M | Put options by funds: $290M

6% more funds holding

Funds holding: 604638 (+34)

0.46% more ownership

Funds ownership: 48.83%49.29% (+0.46%)

3% less capital invested

Capital invested by funds: $52B → $50.3B (-$1.75B)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

20% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 234

Holders
638
Holders Change
+34
Holders Change %
+5.63%
% of All Funds
12.57%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.02%
New
92
Increased
188
Reduced
234
Closed
45
Calls
$383M
Puts
$290M
Net Calls
+$92.8M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
451
Commerce Bank
Missouri
$257K +$14.2K +250 +6%
SDAM
452
Shulman DeMeo Asset Management
New York
$253K -$11.1K -196 -4%
MBTD
453
Mechanics Bank - Trust Department
California
$252K
CT
454
Columbia Trust
Oregon
$252K +$255K +4,490 New
LWCFA
455
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K -$56.7K -1,000 -18%
Koshinski Asset Management
456
Koshinski Asset Management
Illinois
$251K +$254K +4,477 New
AL
457
Aspiriant LLC
California
$250K
XSC
458
X-Square Capital
Puerto Rico
$249K
CPIG
459
Chicago Partners Investment Group
Illinois
$246K
LC
460
Lindbrook Capital
California
$246K +$2.27K +40 +0.9%
AAS
461
Avantax Advisory Services
Texas
$245K +$247K +4,348 New
GWM
462
Geneos Wealth Management
Colorado
$244K
HTC
463
Haverford Trust Company
Pennsylvania
$244K +$246K +4,344 New
FAAS
464
First Allied Advisory Services
California
$243K +$9.19K +162 +4%
BHWM
465
Bay Harbor Wealth Management
Maryland
$236K
TL
466
TrueWealth LLC
Georgia
$235K +$5.78K +102 +2%
EI
467
Ethic Inc
New York
$232K +$235K +4,138 New
WIP
468
Wellesley Investment Partners
Massachusetts
$230K +$233K +4,100 New
CGL
469
Clarius Group LLC
Washington
$228K -$66.9K -1,180 -23%
AF
470
Arrow Financial
New York
$225K
BMO
471
Beck Mack & Oliver
New York
$225K
GLLW
472
Graves Light Lenhart Wealth
Virginia
$225K
RPC
473
Rossmore Private Capital
Connecticut
$225K
VCA
474
Verdence Capital Advisors
Maryland
$225K
MC
475
Miles Capital
Iowa
$224K -$4.08K -72 -2%

TD Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2019, worth a combined $50.3B — down 3.4% from $52B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TD positions and 45 closed out — a net gain of 47 holders — while 188 added to existing stakes and 234 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $290M. The largest seller was Acadian Asset Management, cutting an estimated $139M.

  • 638 institutional investors held Toronto Dominion Bank (TD) as of Q4 2019, up from 604 in Q3 2019.
  • Funds reported $50.3B of Toronto Dominion Bank stock for Q4 2019, down 3.4% quarter-over-quarter.
  • 92 funds opened new Toronto Dominion Bank positions in Q4 2019 and 45 closed out, a net change of +47 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2019 was Bank of Nova Scotia, an estimated $290M added.
  • The largest Toronto Dominion Bank seller in Q4 2019 was Acadian Asset Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.