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Toronto Dominion Bank

540 hedge funds and large institutions have $42.4B invested in Toronto Dominion Bank in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 165 increasing their positions, 207 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 4751 (+4)

6% more capital invested

Capital invested by funds: $40.2B → $42.4B (+$2.26B)

0.09% less ownership

Funds ownership: 49.99%49.9% (-0.09%)

1% less funds holding

Funds holding: 544540 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

20% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 207

34% less call options, than puts

Call options by funds: $259M | Put options by funds: $394M

Holders
540
Holders Change
-4
Holders Change %
-0.74%
% of All Funds
10.9%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
1.03%
New
55
Increased
165
Reduced
207
Closed
56
Calls
$259M
Puts
$394M
Net Calls
-$135M
Net Calls Change
-$83.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
451
Lenox Wealth Advisors
New York
$44K -$38.9K -835 -47%
First Manhattan
452
First Manhattan
New York
$44K
EP
453
Eudaimonia Partners
Tennessee
$43K +$14.9K +319 +52%
TF
454
TimeScale Financial
Massachusetts
$41K
NSIM
455
North Star Investment Management
Illinois
$40K +$419 +9 +1%
ZB
456
Zions Bancorporation
Utah
$39K -$1.02K -22 -3%
VFA
457
Valeo Financial Advisors
Indiana
$36K -$6.89K -148 -16%
BlackRock
458
BlackRock
New York
$35K -$22K -473 -38%
CCM
459
Covington Capital Management
California
$35K
CFA
460
Carroll Financial Associates
North Carolina
$34K
IA
461
IFP Advisors
Florida
$34K
AssetMark Inc
462
AssetMark Inc
California
$32K
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$32K
IRAG
464
Investment Research & Advisory Group
Georgia
$31K
AF
465
Allworth Financial
California
$30K
AF
466
Advisornet Financial
Minnesota
$28K -$12K -257 -30%
BFC
467
Bedel Financial Consulting
Indiana
$28K
CHC
468
City Holding Co
West Virginia
$28K
OAJ
469
Ogorek Anthony Joseph
New York
$27K
CI
470
CX Institutional
Indiana
$27K +$27K +580 New
AWA
471
Arkadios Wealth Advisors
Georgia
$26.3K -$140 -3 -0.5%
FCH
472
Freestone Capital Holdings
Washington
$24.5K +$24.7K +530 New
Bank Julius Baer & Co
473
Bank Julius Baer & Co
Switzerland
$24K
ATC
474
Adirondack Trust Company
New York
$22K
CT
475
Caldwell Trust
Florida
$21.2K -$7.36K -158 -26%

TD Hedge Fund Activity: Q3 2020 in Review

540 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2020, worth a combined $42.4B — up 5.6% from $40.2B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of TD and 55 opened new positions — a net loss of 1 holder — while 207 trimmed existing stakes and 165 added.

The largest buyer was Capital Research Global Investors, adding an estimated $493M. The largest seller was TD Asset Management, cutting an estimated $411M.

  • 540 institutional investors held Toronto Dominion Bank (TD) as of Q3 2020, down from 544 in Q2 2020.
  • Funds reported $42.4B of Toronto Dominion Bank stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 55 funds opened new Toronto Dominion Bank positions in Q3 2020 and 56 closed out, a net change of -1 holder.
  • The largest Toronto Dominion Bank buyer in Q3 2020 was Capital Research Global Investors, an estimated $493M added.
  • The largest Toronto Dominion Bank seller in Q3 2020 was TD Asset Management, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2020.