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Toronto Dominion Bank

602 hedge funds and large institutions have $51.6B invested in Toronto Dominion Bank in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 169 increasing their positions, 204 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 41

22% more capital invested

Capital invested by funds: $42.4B → $51.6B (+$9.18B)

11% more funds holding

Funds holding: 540602 (+62)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

0.03% more ownership

Funds ownership: 49.9%49.92% (+0.03%)

17% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 204

28% less call options, than puts

Call options by funds: $388M | Put options by funds: $537M

Holders
602
Holders Change
+62
Holders Change %
+11.48%
% of All Funds
10.65%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.94%
New
115
Increased
169
Reduced
204
Closed
41
Calls
$388M
Puts
$537M
Net Calls
-$148M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
501
Lenox Wealth Advisors
New York
$53K
WEC
502
Winslow Evans & Crocker
Massachusetts
$51K +$45.6K +900 New
TF
503
TimeScale Financial
Massachusetts
$49K
NSIM
504
North Star Investment Management
Illinois
$49K +$405 +8 +0.9%
MA
505
MUFG Americas
New York
$48K -$11.4K -224 -21%
ZB
506
Zions Bancorporation
Utah
$45K -$2.18K -43 -5%
IA
507
IFP Advisors
Florida
$42K
VFA
508
Valeo Financial Advisors
Indiana
$41K -$2.74K -54 -7%
TFIPS
509
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.3K +$36.2K +715 New
CFA
510
Carroll Financial Associates
North Carolina
$40K -$1.57K -31 -4%
IRAG
511
Investment Research & Advisory Group
Georgia
$38K
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
$37K -$1.47K -29 -4%
APWM
513
Atlas Private Wealth Management
New York
$36K -$19K -375 -37%
EP
514
Eudaimonia Partners
Tennessee
$36K -$15.6K -307 -33%
AF
515
Allworth Financial
California
$36K
BFC
516
Bedel Financial Consulting
Indiana
$34K
CAAS
517
Capital Asset Advisory Services
Michigan
$34K +$30.8K +607 New
IAIM
518
International Assets Investment Management
Florida
$34K +$30.8K +608 New
OAJ
519
Ogorek Anthony Joseph
New York
$33K
MIM
520
Merrion Investment Management
New Jersey
$33K +$29.6K +585 New
AWA
521
Arkadios Wealth Advisors
Georgia
$31K -$557 -11 -2%
FCA
522
FinTrust Capital Advisors
South Carolina
$30K
Bank Julius Baer & Co
523
Bank Julius Baer & Co
Switzerland
$30K +$203 +4 +0.8%
VNA
524
Valley National Advisers
Pennsylvania
$30K +$24.5K +483 +966%
RWB
525
RMR Wealth Builders
New Jersey
$30K +$26.6K +525 New