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Toronto Dominion Bank

701 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 182 increasing their positions, 282 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

46% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $744M

8% more funds holding

Funds holding: 648701 (+53)

3% more capital invested

Capital invested by funds: $58.5B → $60.2B (+$1.67B)

0.91% less ownership

Funds ownership: 52.65%51.75% (-0.91%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 282

Holders
701
Holders Change
+53
Holders Change %
+8.18%
% of All Funds
10.22%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
101
Increased
182
Reduced
282
Closed
42
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
476
JCIC Asset Management
Ontario, Canada
$301K -$21.2K -354 -7%
MCM
477
MAI Capital Management
Ohio
$301K -$22.1K -369 -7%
BCA
478
Bay Colony Advisors
Massachusetts
$300K
AFG
479
Atomi Financial Group
New York
$300K +$279K +4,646 New
SGI
480
Summit Global Investments
Utah
$297K -$98.2K -1,637 -26%
CIA
481
Capital Investment Advisors
Georgia
$295K -$8.93K -149 -3%
BAM
482
Belpointe Asset Management
Nevada
$293K +$30.9K +516 +13%
SC
483
Saturna Capital
Washington
$291K
BST
484
Bath Savings Trust
Maine
$289K
AA
485
Addison Advisors
Vermont
$286K +$63.6K +1,060 +31%
EP
486
Edgestream Partners
New Jersey
$285K +$265K +4,412 New
LGWM
487
Litman Gregory Wealth Management
California
$283K +$45K +750 +21%
PPWP
488
Premier Path Wealth Partners
New Jersey
$279K +$260K +4,340 New
DWP
489
Daymark Wealth Partners
Ohio
$279K
VCA
490
Verdence Capital Advisors
Maryland
$279K +$4.92K +82 +2%
BW
491
Bison Wealth
Georgia
$278K -$7.55K -126 -3%
AWM
492
AE Wealth Management
Kansas
$277K +$23.3K +388 +9%
KV
493
Kickstand Ventures
New York
$275K +$779 +13 +0.3%
WCA
494
Waratah Capital Advisors
Ontario, Canada
$275K +$255K +4,256 New
CIBC Private Wealth Group
495
CIBC Private Wealth Group
Georgia
$273K -$143K -2,378 -36%
BCP
496
Blue Chip Partners
Michigan
$271K +$2.46K +41 +1%
CA
497
Calton & Associates
Florida
$268K +$248K +4,141 New
FB
498
Fulton Bank
Pennsylvania
$263K
TFA
499
Transamerica Financial Advisors
Florida
$263K -$103K -1,712 -30%
SCTC
500
Sanibel Captiva Trust Company
Florida
$263K +$244K +4,064 New

TD Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2023, worth a combined $60.2B — up 2.8% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TD positions and 42 closed out — a net gain of 59 holders — while 182 added to existing stakes and 282 trimmed.

The largest buyer was TD Asset Management, adding an estimated $625M. The largest seller was Bank of America, cutting an estimated $821M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q4 2023, up from 648 in Q3 2023.
  • Funds reported $60.2B of Toronto Dominion Bank stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 101 funds opened new Toronto Dominion Bank positions in Q4 2023 and 42 closed out, a net change of +59 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2023 was TD Asset Management, an estimated $625M added.
  • The largest Toronto Dominion Bank seller in Q4 2023 was Bank of America, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2023.