We are live on ! Find out more
TD icon

Toronto Dominion Bank

641 hedge funds and large institutions have $60.8B invested in Toronto Dominion Bank in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 249 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 183

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

0.08% more ownership

Funds ownership: 50.04%50.12% (+0.08%)

1% less funds holding

Funds holding: 647641 (-6)

5% less capital invested

Capital invested by funds: $63.9B → $60.8B (-$3.16B)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

43% less call options, than puts

Call options by funds: $693M | Put options by funds: $1.22B

Holders
641
Holders Change
-6
Holders Change %
-0.93%
% of All Funds
11.22%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.89%
New
52
Increased
249
Reduced
183
Closed
51
Calls
$693M
Puts
$1.22B
Net Calls
-$524M
Net Calls Change
-$470M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
476
Cooper Financial Group
California
$244K +$6K +90 +2%
AWM
477
AE Wealth Management
Kansas
$243K -$105K -1,571 -30%
AFC
478
AFT Forsyth & Company
Florida
$242K
CT
479
Columbia Trust
Oregon
$241K
TC
480
Trust Company
Kansas
$239K
ASN
481
Advisory Services Network
Georgia
$238K +$14.7K +221 +7%
JWA
482
JFS Wealth Advisors
Pennsylvania
$237K +$239K +3,582 New
HSA
483
HBK Sorce Advisory
Pennsylvania
$236K +$238K +3,567 New
LIM
484
Leavell Investment Management
Alabama
$235K +$7.47K +112 +3%
BOPW
485
Brandywine Oak Private Wealth
Pennsylvania
$234K +$67 +1 +0%
FPS
486
Fieldpoint Private Securities
Connecticut
$232K +$20.9K +313 +10%
WAP
487
Wealthcare Advisory Partners
Pennsylvania
$231K +$12.1K +182 +5%
CGA
488
Crescent Grove Advisors
Illinois
$230K -$95.1K -1,427 -29%
BRWA
489
B. Riley Wealth Advisors
Florida
$230K -$6.33K -95 -3%
IRC
490
Investors Research Corp
Georgia
$230K
WS
491
Wedbush Securities
California
$224K -$9.4K -141 -4%
PFGIA
492
Patriot Financial Group Insurance Agency
Massachusetts
$223K -$13.3K -199 -6%
SP
493
Successful Portfolios
Florida
$222K -$6.67K -100 -3%
PMA
494
Prudent Man Advisors
Illinois
$222K
PP
495
Prudential plc
United Kingdom
$221K -$36.3K -545 -14%
NCM
496
Northwest Capital Management
Oregon
$220K
FFG
497
Frisch Financial Group
New York
$219K +$26.9K +404 +14%
RMAM
498
Raab & Moskowitz Asset Management
New Jersey
$216K -$41K -615 -16%
CA
499
Clearstead Advisors
Ohio
$215K
DC
500
Davenport & Co
Virginia
$214K +$2K +30 +0.9%

TD Hedge Fund Activity: Q3 2021 in Review

641 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2021, worth a combined $60.8B — down 4.9% from $63.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new TD positions and 51 closed out — a net gain of 1 holder — while 249 added to existing stakes and 183 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $584M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $433M.

  • 641 institutional investors held Toronto Dominion Bank (TD) as of Q3 2021, down from 647 in Q2 2021.
  • Funds reported $60.8B of Toronto Dominion Bank stock for Q3 2021, down 4.9% quarter-over-quarter.
  • 52 funds opened new Toronto Dominion Bank positions in Q3 2021 and 51 closed out, a net change of +1 holder.
  • The largest Toronto Dominion Bank buyer in Q3 2021 was Bank of Nova Scotia, an estimated $584M added.
  • The largest Toronto Dominion Bank seller in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $433M sold.

Based on aggregated 13F filings for Q3 2021.