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Toronto Dominion Bank

587 hedge funds and large institutions have $53.8B invested in Toronto Dominion Bank in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 32

54% more call options, than puts

Call options by funds: $138M | Put options by funds: $89.8M

13% more funds holding

Funds holding: 521587 (+66)

3% more capital invested

Capital invested by funds: $52.5B → $53.8B (+$1.32B)

0.68% less ownership

Funds ownership: 50.17%49.5% (-0.68%)

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

8% less funds holding in top 10

Funds holding in top 10: 6055 (-5)

Holders
587
Holders Change
+66
Holders Change %
+12.67%
% of All Funds
13.31%
Holding in Top 10
55
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.33%
% of All Funds
1.25%
New
100
Increased
182
Reduced
196
Closed
32
Calls
$138M
Puts
$89.8M
Net Calls
+$48.4M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
501
Pathway Financial Advisors
Vermont
$58K +$56.5K +989 New
PFBT
502
Parkside Financial Bank & Trust
Missouri
$57K +$22.9K +400 +70%
SIAP
503
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K +$22.9K +400 +69%
KF
504
Krilogy Financial
Missouri
$54K +$19.5K +342 +59%
LIA
505
LS Investment Advisors
Michigan
$53K
WAM
506
Wealthspire Advisors (Maryland)
Maryland
$52K +$1.94K +34 +4%
NSIM
507
North Star Investment Management
Illinois
$49K
AWA
508
Acorn Wealth Advisors
Michigan
$47K +$44.8K +785 New
AIM
509
Advantage Investment Management
Iowa
$44K
AF
510
Allworth Financial
California
$42K +$6.57K +115 +19%
HNB
511
Huntington National Bank
Ohio
$41K +$2.51K +44 +7%
WEC
512
Winslow Evans & Crocker
Massachusetts
$38.1K
EWM
513
Evercore Wealth Management
New York
$38K
MCM
514
Manchester Capital Management
Vermont
$38K +$37.4K +655 New
WTB
515
Washington Trust Bank
Washington
$37K -$4.57K -80 -11%
LWA
516
Lenox Wealth Advisors
New York
$36K +$34.9K +611 New
MSFP
517
Mark Sheptoff Financial Planning
Connecticut
$35K -$8K -140 -19%
DAM
518
Delta Asset Management
Tennessee
$35K
FNB
519
Farmers National Bank
Kentucky
$35K +$34.3K +600 New
JCM
520
Jacobi Capital Management
Pennsylvania
$34K +$57 +1 +0.2%
UBS AM
521
UBS AM
Illinois
$33K +$8.51K +149 +36%
EFSCE
522
Enterprise Financial Services Corp (EFSC)
Missouri
$30K
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$29.5K +$15.3K +267 +113%
CIA
524
Cascade Investment Advisors
Oregon
$28.3K +$27.6K +483 New
CHC
525
City Holding Co
West Virginia
$28K +$26.5K +464 +5,800%

TD Hedge Fund Activity: Q4 2017 in Review

587 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2017, worth a combined $53.8B — up 2.5% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new TD positions and 32 closed out — a net gain of 68 holders — while 182 added to existing stakes and 196 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $760M. The largest seller was Arrowstreet Capital, cutting an estimated $241M.

  • 587 institutional investors held Toronto Dominion Bank (TD) as of Q4 2017, up from 521 in Q3 2017.
  • Funds reported $53.8B of Toronto Dominion Bank stock for Q4 2017, up 2.5% quarter-over-quarter.
  • 100 funds opened new Toronto Dominion Bank positions in Q4 2017 and 32 closed out, a net change of +68 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2017 was Mackenzie Financial, an estimated $760M added.
  • The largest Toronto Dominion Bank seller in Q4 2017 was Arrowstreet Capital, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2017.