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Toronto Dominion Bank
TD

Overview Fund Activity

695 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 182 increasing their positions, 279 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+53
Holders Change %
+8.26%
% of All Funds
10.19%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
100
Increased
182
Reduced
279
Closed
41
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$3.02B
2
Morgan Stanley
Morgan Stanley
New York
$854M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$2.96B
4
ClearBridge Investments
ClearBridge Investments
New York
$184M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$155M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$740M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.79B
3
Fidelity International
Fidelity International
Bermuda
$1.69B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.78B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$447M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
501
J.W. Burns & Co
New York
$259K -$33.9K -525 -12%
PA
502
Parallel Advisors
California
$259K -$38.4K -594 -13%
CWM
503
Connecticut Wealth Management
Connecticut
$257K +$24K +371 +10%
JWA
504
JFS Wealth Advisors
Pennsylvania
$251K -$6.2K -96 -2%
SVWAG
505
Sound View Wealth Advisors Group
Georgia
$247K – – –
RPC
506
Rossmore Private Capital
Connecticut
$245K – – –
AWS
507
Atria Wealth Solutions
New York
$245K +$323 +5 +0.1%
LC
508
Lindbrook Capital
California
$245K +$57.5K +890 +31%
KS
509
Karpas Strategies
Connecticut
$244K -$21.3K -330 -8%
CT
510
Columbia Trust
Oregon
$242K -$8.4K -130 -3%
FCM
511
Firestone Capital Management
Florida
$242K – – –
EAM
512
Empirical Asset Management
Massachusetts
$240K – – –
MTWM
513
Masso Torrence Wealth Management
New Jersey
$238K -$10.7K -166 -4%
CAG
514
Crestwood Advisors Group
Massachusetts
$236K +$236K +3,645 New
SAM
515
Silvercrest Asset Management
New York
$235K -$3.23K -50 -1%
HI
516
Hendershot Investments
Virginia
$234K – – –
CFO
517
CVA Family Office
Colorado
$234K -$969 -15 -0.4%
TCM
518
Telos Capital Management
California
$233K -$8.72K -135 -4%
Susquehanna International Group
519
Susquehanna International Group
Pennsylvania
$233K +$233K +3,604 New
ATC
520
Adirondack Trust Company
New York
$231K – – –
IRC
521
Investors Research Corp
Georgia
$231K +$2.71K +42 +1%
CA
522
Clearstead Advisors
Ohio
$230K -$230K -3,559 -50%
W
523
WorthPointe
California
$230K +$230K +3,558 New
HSA
524
HBK Sorce Advisory
Pennsylvania
$226K -$15.5K -240 -6%
AF
525
Arrow Financial
New York
$224K -$12.5K -194 -5%
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