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Toronto Dominion Bank

638 hedge funds and large institutions have $50.3B invested in Toronto Dominion Bank in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 234 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more call options, than puts

Call options by funds: $383M | Put options by funds: $290M

6% more funds holding

Funds holding: 604638 (+34)

0.46% more ownership

Funds ownership: 48.83%49.29% (+0.46%)

3% less capital invested

Capital invested by funds: $52B → $50.3B (-$1.75B)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

20% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 234

Holders
638
Holders Change
+34
Holders Change %
+5.63%
% of All Funds
12.57%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.02%
New
92
Increased
188
Reduced
234
Closed
45
Calls
$383M
Puts
$290M
Net Calls
+$92.8M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$142K -$9.7K -171 -6%
APWM
502
Atlas Private Wealth Management
New York
$141K +$142K +2,509 New
PA
503
Parallel Advisors
California
$139K +$12.4K +219 +10%
QT
504
Quantbot Technologies
New York
$131K -$93.7K -1,653 -41%
PCG
505
Private Capital Group
Connecticut
$126K +$5.16K +91 +4%
MA
506
MUFG Americas
New York
$125K -$2.83K -50 -2%
PB
507
Pinnacle Bancorp
Nebraska
$123K
RA
508
Rational Advisors
New York
$123K
QCMC
509
Quantum Capital Management (California)
California
$122K -$1.76K -31 -1%
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$119K
RWA
511
Ropes Wealth Advisors
Massachusetts
$112K
Chevy Chase Trust
512
Chevy Chase Trust
Maryland
$112K +$113K +2,000 New
EIP
513
Ellis Investment Partners
Pennsylvania
$111K -$14.1K -248 -11%
JGIA
514
Jackson Grant Investment Advisers
Connecticut
$109K +$964 +17 +0.9%
MGIA
515
Moneta Group Investment Advisors
Missouri
$101K +$15.4K +271 +18%
VCM
516
Vigilant Capital Management
Maine
$97K
NSB
517
Norway Savings Bank
Maine
$94K
RIA
518
Realta Investment Advisors
Delaware
$90K -$22.6K -399 -21%
FHA
519
Flagship Harbor Advisors
Massachusetts
$90K +$57 +1 +0.1%
FFC
520
First Financial Corp
Indiana
$88K
FGAM
521
Financial Gravity Asset Management
Texas
$85K -$964 -17 -3%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$82.2K
SMFS
523
Squar Milner Financial Services
California
$78K +$79.5K +1,401 New
GRP
524
Global Retirement Partners
California
$75K -$794 -14 -1%
WQ
525
Wealth Quarterback
New Jersey
$74.7K +$168K +2,971 New

TD Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2019, worth a combined $50.3B — down 3.4% from $52B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TD positions and 45 closed out — a net gain of 47 holders — while 188 added to existing stakes and 234 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $290M. The largest seller was Acadian Asset Management, cutting an estimated $139M.

  • 638 institutional investors held Toronto Dominion Bank (TD) as of Q4 2019, up from 604 in Q3 2019.
  • Funds reported $50.3B of Toronto Dominion Bank stock for Q4 2019, down 3.4% quarter-over-quarter.
  • 92 funds opened new Toronto Dominion Bank positions in Q4 2019 and 45 closed out, a net change of +47 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2019 was Bank of Nova Scotia, an estimated $290M added.
  • The largest Toronto Dominion Bank seller in Q4 2019 was Acadian Asset Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.