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Toronto Dominion Bank
TD

Overview Fund Activity

689 hedge funds and large institutions have $60B invested in Toronto Dominion Bank in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 238 increasing their positions, 230 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-15
Holders Change %
-2.13%
% of All Funds
11.03%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.82%
New
77
Increased
238
Reduced
230
Closed
79
Calls
$1.09B
Puts
$1.14B
Net Calls
-$46.7M
Net Calls Change
-$315M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.04B
2
Bank of America
Bank of America
North Carolina
$2.28B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$519M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.88B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$953M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$342M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$735M
3
Goldman Sachs
Goldman Sachs
New York
$113M
4
Capital World Investors
Capital World Investors
California
$1.09B
5
Principal Financial Group
Principal Financial Group
Iowa
$6.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
476
Lane & Associates
New Jersey
$287K +$287K +4,786 New
BST
477
Bath Savings Trust
Maine
$286K -$5.75K -96 -2%
FG
478
Fiduciary Group
Georgia
$284K +$284K +4,740 New
SIM
479
Stratos Investment Management
Ohio
$279K +$24.2K +404 +9%
WHG
480
Westwood Holdings Group
Texas
$279K +$33.8K +563 +14%
VI
481
Versor Investments
New York
$275K -$389K -6,500 -59%
SBIA
482
Sheaff Brock Investment Advisors
Indiana
$275K +$2.04K +34 +0.7%
JWBC
483
J.W. Burns & Co
New York
$272K – – –
BFG
484
Berger Financial Group
Minnesota
$270K +$35.7K +596 +15%
MGIM
485
M&G Investment Management
United Kingdom
$269K -$384K -6,401 -59%
CPIG
486
Chicago Partners Investment Group
Illinois
$265K -$12.6K -206 -5%
BIP
487
Blueprint Investment Partners
North Carolina
$263K +$62.1K +1,037 +31%
QCG
488
Quadrant Capital Group
Ohio
$262K -$23.1K -386 -8%
CCP
489
Carmel Capital Partners
California
$260K -$12K -200 -4%
SWA
490
Sax Wealth Advisors
New Jersey
$260K -$104K -1,731 -29%
FCI
491
Financial Counselors Inc
Kansas
$260K -$17.1K -286 -6%
HNB
492
Huntington National Bank
Ohio
$258K -$10.4K -174 -4%
BBHC
493
Brown Brothers Harriman & Co
New York
$257K +$14.3K +238 +6%
IAM
494
Innovis Asset Management
Illinois
$256K +$12.9K +216 +5%
PAG
495
Powers Advisory Group
Illinois
$256K – – –
AP
496
Americana Partners
Texas
$253K – – –
FAFN
497
First Affirmative Financial Network
Colorado
$251K +$37K +617 +17%
KS
498
Karpas Strategies
Connecticut
$246K – – –
BAM
499
Belpointe Asset Management
Nevada
$245K +$80.7K +1,347 +49%
BCP
500
Blue Chip Partners
Michigan
$244K -$19.2K -321 -7%
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