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Toronto Dominion Bank

437 hedge funds and large institutions have $39.7B invested in Toronto Dominion Bank in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 161 increasing their positions, 160 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $148M | Put options by funds: $69M

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

1.17% more ownership

Funds ownership: 53.76%54.93% (+1.2%)

1% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 160

5% less capital invested

Capital invested by funds: $41.8B → $39.7B (-$2.08B)

3% less funds holding

Funds holding: 449437 (-12)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
437
Holders Change
-12
Holders Change %
-2.67%
% of All Funds
12.2%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.34%
New
38
Increased
161
Reduced
160
Closed
45
Calls
$148M
Puts
$69M
Net Calls
+$79M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$306M -$21.8M -547,539 -7%
Legal & General Group
27
Legal & General Group
United Kingdom
$294M +$6.17M +154,912 +2%
Capital Research Global Investors
28
Capital Research Global Investors
California
$276M -$49.8M -1,250,241 -15%
Allianz Asset Management
29
Allianz Asset Management
Germany
$270M +$5.48M +137,686 +3%
Mawer Investment Management
30
Mawer Investment Management
Alberta, Canada
$265M +$1.87M +47,048 +0.7%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$264M +$25.7M +646,600 +11%
LBA
32
Letko, Brosseau & Associates
Quebec, Canada
$263M +$12.6M +317,409 +5%
GMI
33
Greystone Managed Investments
Saskatchewan, Canada
$233M -$15.3M -383,388 -6%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$231M +$51.8M +1,300,801 +28%
TCM
35
Tetrem Capital Management
Manitoba, Canada
$226M -$3.58M -89,981 -2%
RFC
36
Russell Frank Company
Washington
$222M -$6.54M -164,327 -3%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$219M +$3.57M +89,773 +2%
SC
38
Scotia Capital
Ontario, Canada
$219M -$4.82M -121,090 -2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$202M +$5.78M +145,245 +3%
BAM
40
Burgundy Asset Management
Ontario, Canada
$176M +$3.22M +80,949 +2%
CAM
41
Cidel Asset Management
Ontario, Canada
$155M -$4.61M -115,701 -3%
PIC
42
PCJ Investment Counsel
Ontario, Canada
$148M +$5.16M +129,650 +4%
AIMCA
43
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$143M -$16.6M -416,600 -13%
JP Morgan Chase
44
JP Morgan Chase
New York
$126M -$4.23M -106,289 -3%
William Blair Investment Management
45
William Blair Investment Management
Illinois
$125M +$126M +3,171,365 New
CS
46
Credit Suisse
Switzerland
$122M -$3.78M -94,818 -3%
MBI
47
Montrusco Bolton Investments
Quebec, Canada
$120M +$2.57M +64,561 +2%
SRAIM
48
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$117M -$40.8M -1,025,582 -26%
APG Asset Management
49
APG Asset Management
Netherlands
$107M +$1.77M +44,350 +2%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$105M -$1.19M -30,003 -1%

TD Hedge Fund Activity: Q3 2015 in Review

437 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2015, worth a combined $39.7B — down 5% from $41.8B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TD and 38 opened new positions — a net loss of 7 holders — while 160 trimmed existing stakes and 161 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $330M. The largest seller was William Blair & Company, cutting an estimated $123M.

  • 437 institutional investors held Toronto Dominion Bank (TD) as of Q3 2015, down from 449 in Q2 2015.
  • Funds reported $39.7B of Toronto Dominion Bank stock for Q3 2015, down 5% quarter-over-quarter.
  • 38 funds opened new Toronto Dominion Bank positions in Q3 2015 and 45 closed out, a net change of -7 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $330M added.
  • The largest Toronto Dominion Bank seller in Q3 2015 was William Blair & Company, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2015.