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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
BCG
501
Breakwater Capital Group
New Jersey
$261K -$12.6K -210 -5%
SSA
502
Sierra Summit Advisors
Nevada
$259K +$241K +4,015 New
JWBC
503
J.W. Burns & Co
New York
$259K -$31.5K -525 -12%
PA
504
Parallel Advisors
California
$259K -$35.6K -594 -13%
CWM
505
Connecticut Wealth Management
Connecticut
$257K +$22.2K +371 +10%
JWA
506
JFS Wealth Advisors
Pennsylvania
$251K -$5.76K -96 -2%
SVWAG
507
Sound View Wealth Advisors Group
Georgia
$247K
RPC
508
Rossmore Private Capital
Connecticut
$245K
AWS
509
Atria Wealth Solutions
New York
$245K +$300 +5 +0.1%
LC
510
Lindbrook Capital
California
$245K +$53.4K +890 +31%
KS
511
Karpas Strategies
Connecticut
$244K -$19.8K -330 -8%
CT
512
Columbia Trust
Oregon
$242K -$7.79K -130 -3%
FCM
513
Firestone Capital Management
Florida
$242K
EAM
514
Empirical Asset Management
Massachusetts
$240K
MTWM
515
Masso Torrence Wealth Management
New Jersey
$238K -$9.95K -166 -4%
CAG
516
Crestwood Advisors Group
Massachusetts
$236K +$219K +3,645 New
SAM
517
Silvercrest Asset Management
New York
$235K -$3K -50 -1%
HI
518
Hendershot Investments
Virginia
$234K
CFO
519
CVA Family Office
Colorado
$234K -$899 -15 -0.4%
TCM
520
Telos Capital Management
California
$233K -$8.1K -135 -4%
Susquehanna International Group
521
Susquehanna International Group
Pennsylvania
$233K +$216K +3,604 New
ATC
522
Adirondack Trust Company
New York
$231K
IRC
523
Investors Research Corp
Georgia
$231K +$2.52K +42 +1%
CA
524
Clearstead Advisors
Ohio
$230K -$213K -3,559 -50%
W
525
WorthPointe
California
$230K +$213K +3,558 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.