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Toronto Dominion Bank

451 hedge funds and large institutions have $42.1B invested in Toronto Dominion Bank in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $269M | Put options by funds: $77.8M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 140

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 443451 (+8)

4% less capital invested

Capital invested by funds: $43.6B → $42.1B (-$1.53B)

1.02% less ownership

Funds ownership: 53.78%52.76% (-1%)

Holders
451
Holders Change
+8
Holders Change %
+1.81%
% of All Funds
12.03%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.25%
New
48
Increased
171
Reduced
140
Closed
36
Calls
$269M
Puts
$77.8M
Net Calls
+$191M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
26
Capital Research Global Investors
California
$344M +$13.1M +300,000 +4%
LBA
27
Letko, Brosseau & Associates
Quebec, Canada
$294M -$1.44M -33,050 -0.5%
Invesco
28
Invesco
Georgia
$288M -$33.4M -767,247 -10%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$265M +$29M +666,913 +12%
SC
30
Scotia Capital
Ontario, Canada
$264M -$3.67M -84,282 -1%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$247M -$3.15M -72,304 -1%
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$240M -$39.7M -911,200 -17%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$231M +$1.62M +37,118 +0.7%
GMI
34
Greystone Managed Investments
Saskatchewan, Canada
$227M -$7.19M -165,283 -3%
EA
35
Emerald Acquisition
Washington
$209M +$213M +4,889,635 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$181M -$18.9M -433,106 -9%
Deutsche Bank
37
Deutsche Bank
Germany
$178M +$79.9M +1,835,585 +79%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$171M -$142M -3,266,300 -45%
CS
39
Credit Suisse
Switzerland
$169M +$18.3M +421,543 +12%
BAM
40
Burgundy Asset Management
Ontario, Canada
$165M -$244K -5,605 -0.1%
MBI
41
Montrusco Bolton Investments
Quebec, Canada
$161M +$36.3M +832,901 +28%
PIC
42
PCJ Investment Counsel
Ontario, Canada
$159M -$3.64M -83,518 -2%
TCM
43
Tetrem Capital Management
Manitoba, Canada
$155M -$2.97M -68,337 -2%
CAM
44
Cidel Asset Management
Ontario, Canada
$155M -$15.3M -352,037 -9%
JP Morgan Chase
45
JP Morgan Chase
New York
$146M +$22.5M +515,854 +18%
APG Asset Management
46
APG Asset Management
Netherlands
$140M +$9.11M +209,333 +9%
Goldman Sachs
47
Goldman Sachs
New York
$138M +$2.71M +62,150 +2%
AII
48
AGF Investments Inc
Ontario, Canada
$134M +$24.7M +567,440 +22%
SRAIM
49
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$124M +$4.74M +108,870 +4%
IIM
50
Intact Investment Management
Quebec, Canada
$123M +$18.6M +427,800 +24%

TD Hedge Fund Activity: Q2 2016 in Review

451 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q2 2016, worth a combined $42.1B — down 3.5% from $43.6B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TD positions and 36 closed out — a net gain of 12 holders — while 171 added to existing stakes and 140 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $427M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $1.12B sold.

  • 451 institutional investors held Toronto Dominion Bank (TD) as of Q2 2016, up from 443 in Q1 2016.
  • Funds reported $42.1B of Toronto Dominion Bank stock for Q2 2016, down 3.5% quarter-over-quarter.
  • 48 funds opened new Toronto Dominion Bank positions in Q2 2016 and 36 closed out, a net change of +12 holders.
  • The largest Toronto Dominion Bank buyer in Q2 2016 was Mackenzie Financial, an estimated $427M added.
  • The largest Toronto Dominion Bank seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2016.