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Toronto Dominion Bank

701 hedge funds and large institutions have $56.3B invested in Toronto Dominion Bank in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $890M | Put options by funds: $539M

9% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 70

0.65% more ownership

Funds ownership: 51.75%52.4% (+0.65%)

0% more funds holding

Funds holding: 701701 (0)

2% less funds holding in top 10

Funds holding in top 10: 4746 (-1)

7% less capital invested

Capital invested by funds: $60.2B → $56.3B (-$3.92B)

28% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 288

Holders
701
Holders Change
Holders Change %
0%
% of All Funds
10.1%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
0.66%
New
76
Increased
206
Reduced
288
Closed
70
Calls
$890M
Puts
$539M
Net Calls
+$351M
Net Calls Change
+$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
451
YHB Investment Advisors
Connecticut
$363K -$1.21K -20 -0.3%
EFS
452
Essex Financial Services
Connecticut
$361K +$9.97K +165 +3%
LFA
453
Legacy Financial Advisors
Kentucky
$354K -$17.4K -288 -5%
BSC
454
Brown Shipley & Co
United Kingdom
$350K -$785 -13 -0.2%
GVAG
455
Great Valley Advisor Group
Delaware
$343K +$23.6K +391 +7%
ME
456
McIlrath & Eck
Washington
$341K
BFEC
457
Benjamin F. Edwards & Company
Missouri
$337K +$25.3K +419 +8%
MW
458
Marcum Wealth
Ohio
$337K +$337K +5,575 New
SW
459
SlateStone Wealth
Florida
$335K
WT
460
Whittier Trust
California
$335K -$29.6K -490 -8%
MIC
461
Means Investment Company
Maine
$330K -$45.7K -757 -12%
WT
462
Washington Trust
Rhode Island
$325K -$19.6K -325 -6%
FIM
463
Freedom Investment Management
Connecticut
$323K +$35.4K +586 +12%
FOA
464
Five Oceans Advisors
California
$322K
MHIC
465
Marble Harbor Investment Counsel
Massachusetts
$321K
PWAM
466
Pinnacle West Asset Management
Wyoming
$319K -$77K -1,275 -19%
DWM
467
Drive Wealth Management
Utah
$317K -$9.6K -159 -3%
PAG
468
Powers Advisory Group
Illinois
$314K
UCFA
469
United Capital Financial Advisors
Texas
$312K -$12.5K -207 -4%
CCG
470
Cypress Capital Group
Florida
$312K -$18.8K -312 -6%
EI
471
Ethic Inc
New York
$309K -$906 -15 -0.3%
DC
472
Davenport & Co
Virginia
$306K +$906 +15 +0.3%
CWM
473
Congress Wealth Management
Massachusetts
$305K -$150K -2,487 -33%
BCA
474
Bay Colony Advisors
Massachusetts
$305K +$24K +398 +9%
HIC
475
Hartline Investment Corp
Illinois
$305K +$305K +5,047 New

TD Hedge Fund Activity: Q1 2024 in Review

701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2024, worth a combined $56.3B — down 6.5% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TD positions and 70 closed out — a net gain of 6 holders — while 206 added to existing stakes and 288 trimmed.

The largest buyer was British Columbia Investment Management, adding an estimated $464M. The largest seller was Morgan Stanley, cutting an estimated $298M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $56.3B of Toronto Dominion Bank stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 76 funds opened new Toronto Dominion Bank positions in Q1 2024 and 70 closed out, a net change of +6 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2024 was British Columbia Investment Management, an estimated $464M added.
  • The largest Toronto Dominion Bank seller in Q1 2024 was Morgan Stanley, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2024.