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Toronto Dominion Bank

701 hedge funds and large institutions have $56.3B invested in Toronto Dominion Bank in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $890M | Put options by funds: $539M

9% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 70

0.65% more ownership

Funds ownership: 51.75%52.4% (+0.65%)

0% more funds holding

Funds holding: 701701 (0)

2% less funds holding in top 10

Funds holding in top 10: 4746 (-1)

7% less capital invested

Capital invested by funds: $60.2B → $56.3B (-$3.92B)

28% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 288

Holders
701
Holders Change
Holders Change %
0%
% of All Funds
10.1%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
0.66%
New
76
Increased
206
Reduced
288
Closed
70
Calls
$890M
Puts
$539M
Net Calls
+$351M
Net Calls Change
+$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
CenterStar Asset Management
Illinois
$269K +$269K +4,453 New
BFG
502
Berger Financial Group
Minnesota
$268K -$13.3K -221 -5%
SSA
503
Sierra Summit Advisors
Nevada
$268K +$25.6K +423 +11%
VCA
504
Verdence Capital Advisors
Maryland
$265K +$4.59K +76 +2%
AA
505
Addison Advisors
Vermont
$264K -$3.69K -61 -1%
ALAM
506
Asahi Life Asset Management
Japan
$263K +$263K +4,360 New
LCGC
507
Legacy Capital Group California
California
$258K +$258K +4,273 New
DWP
508
Daymark Wealth Partners
Ohio
$258K -$2.6K -43 -1%
BCG
509
Breakwater Capital Group
New Jersey
$258K -$1.81K -30 -0.7%
HT
510
Headlands Technologies
Illinois
$256K -$45.4K -751 -15%
Macquarie Group
511
Macquarie Group
Australia
$254K +$254K +4,211 New
SCTC
512
Sanibel Captiva Trust Company
Florida
$249K +$3.69K +61 +2%
CAM
513
Costello Asset Management
Pennsylvania
$246K -$64.9K -1,075 -21%
CW
514
CreativeOne Wealth
Kansas
$245K +$245K +4,062 New
JWBC
515
J.W. Burns & Co
New York
$242K
AWS
516
Atria Wealth Solutions
New York
$241K +$12.4K +205 +5%
BW
517
Bison Wealth
Georgia
$241K -$18.8K -311 -7%
BAM
518
Belpointe Asset Management
Nevada
$239K -$34.3K -568 -13%
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$237K -$16.9K -280 -7%
HF
520
HRT Financial
New York
$234K -$272K -4,498 -54%
JWA
521
JFS Wealth Advisors
Pennsylvania
$233K -$1.57K -26 -0.7%
ATC
522
Adirondack Trust Company
New York
$232K
RPC
523
Rossmore Private Capital
Connecticut
$229K
MA
524
Mutual Advisors
Nebraska
$228K +$228K +3,777 New
KS
525
Karpas Strategies
Connecticut
$228K

TD Hedge Fund Activity: Q1 2024 in Review

701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2024, worth a combined $56.3B — down 6.5% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TD positions and 70 closed out — a net gain of 6 holders — while 206 added to existing stakes and 288 trimmed.

The largest buyer was British Columbia Investment Management, adding an estimated $464M. The largest seller was Morgan Stanley, cutting an estimated $298M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $56.3B of Toronto Dominion Bank stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 76 funds opened new Toronto Dominion Bank positions in Q1 2024 and 70 closed out, a net change of +6 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2024 was British Columbia Investment Management, an estimated $464M added.
  • The largest Toronto Dominion Bank seller in Q1 2024 was Morgan Stanley, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2024.