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Toronto Dominion Bank

701 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 182 increasing their positions, 282 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

46% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $744M

8% more funds holding

Funds holding: 648701 (+53)

3% more capital invested

Capital invested by funds: $58.5B → $60.2B (+$1.67B)

0.91% less ownership

Funds ownership: 52.65%51.75% (-0.91%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 282

Holders
701
Holders Change
+53
Holders Change %
+8.18%
% of All Funds
10.22%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
101
Increased
182
Reduced
282
Closed
42
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
451
United Capital Financial Advisors
Texas
$348K -$76.6K -1,277 -19%
FOA
452
Five Oceans Advisors
California
$344K -$60 -1 -0%
MHIC
453
Marble Harbor Investment Counsel
Massachusetts
$343K
GVAG
454
Great Valley Advisor Group
Delaware
$342K -$957K -15,964 -75%
CPIG
455
Chicago Partners Investment Group
Illinois
$339K -$11.8K -197 -3%
PAG
456
Powers Advisory Group
Illinois
$337K +$24.6K +410 +9%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$334K +$5.94K +99 +2%
BFEC
458
Benjamin F. Edwards & Company
Missouri
$333K -$2.04K -34 -0.7%
CAM
459
Costello Asset Management
Pennsylvania
$333K -$70.5K -1,175 -19%
EI
460
Ethic Inc
New York
$332K -$11.8K -197 -4%
QCG
461
Quadrant Capital Group
Ohio
$331K -$53.2K -887 -15%
DC
462
Davenport & Co
Virginia
$327K -$1.98K -33 -0.6%
H
463
HoyleCohen
California
$323K
HT
464
Headlands Technologies
Illinois
$322K +$145K +2,416 +94%
LA
465
Lane & Associates
New Jersey
$320K -$37.1K -618 -11%
XT
466
XTX Topco
Cayman Islands
$319K +$296K +4,932 New
PVI
467
Pine Valley Investments
New Jersey
$318K -$2.64K -44 -0.9%
JCM
468
Jacobi Capital Management
Pennsylvania
$315K -$5.7K -95 -2%
PI
469
PineBridge Investments
New York
$311K -$50.2K -837 -19%
KIA
470
KCM Investment Advisors
California
$309K -$14.4K -240 -5%
FIM
471
Freedom Investment Management
Connecticut
$308K +$285K +4,759 New
FG
472
Fiduciary Group
Georgia
$306K
SBIA
473
Sheaff Brock Investment Advisors
Indiana
$302K
BSW
474
Buckingham Strategic Wealth
Missouri
$302K +$1.8K +30 +0.6%
BFG
475
Berger Financial Group
Minnesota
$301K -$1.32K -22 -0.5%

TD Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2023, worth a combined $60.2B — up 2.8% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TD positions and 42 closed out — a net gain of 59 holders — while 182 added to existing stakes and 282 trimmed.

The largest buyer was TD Asset Management, adding an estimated $625M. The largest seller was Bank of America, cutting an estimated $821M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q4 2023, up from 648 in Q3 2023.
  • Funds reported $60.2B of Toronto Dominion Bank stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 101 funds opened new Toronto Dominion Bank positions in Q4 2023 and 42 closed out, a net change of +59 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2023 was TD Asset Management, an estimated $625M added.
  • The largest Toronto Dominion Bank seller in Q4 2023 was Bank of America, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2023.