We are live on ! Find out more
TD icon

Toronto Dominion Bank

509 hedge funds and large institutions have $50.4B invested in Toronto Dominion Bank in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 175 increasing their positions, 189 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $191M | Put options by funds: $121M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

3% more funds holding

Funds holding: 492509 (+17)

1% more capital invested

Capital invested by funds: $49.9B → $50.4B (+$458M)

0% more funds holding in top 10

Funds holding in top 10: 5252 (0)

0.55% less ownership

Funds ownership: 54.31%53.76% (-0.55%)

7% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 189

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
12.67%
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
58
Increased
175
Reduced
189
Closed
39
Calls
$191M
Puts
$121M
Net Calls
+$69.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
526
Jefferies Group
New York
-$398K -8,147 Closed
CA
527
Cullinan Associates
Kentucky
-$385K -7,800 Closed
FA
528
FDx Advisors
Illinois
-$351K -7,113 Closed
BTNA
529
Bremer Trust National Association
Minnesota
-$282K -5,721 Closed
IP
530
Investment Partners
Ohio
-$260K -5,269 Closed
ACP
531
Aveo Capital Partners
Colorado
-$208K -4,214 Closed
NIT
532
NumerixS Investment Technologies
British Columbia, Canada
-$113K -2,300 Closed
SIG
533
Stanford Investment Group
California
-$69K -1,400 Closed
EDRH
534
Edmond de Rothschild Holding
Switzerland
-$64K -1,300 Closed
SFS
535
Sowell Financial Services
Arkansas
-$67K -1,262 Closed
JIC
536
Joel Isaacson & Co
New York
-$58K -1,185 Closed
BAM
537
Bruderman Asset Management
New York
-$21K -417 Closed
WC
538
Whitnell & Co
Illinois
-$20K -408 Closed
PWM
539
Perigon Wealth Management
California
-$18K -337 Closed
ECM
540
Elgethun Capital Management
South Dakota
-$13K -256 Closed
AA
541
Ancora Advisors
Ohio
-$11K -225 Closed
PI
542
PineBridge Investments
New York
-$9K -139 Closed
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
-$4.79K -97 Closed
TWA
544
TCI Wealth Advisors
Arizona
-$4K -86 Closed
SNT
545
Security National Trust
West Virginia
-$2K -40 Closed
UWPG
546
Ullmann Wealth Partners Group
Florida
+$204 +4 New

TD Hedge Fund Activity: Q1 2017 in Review

509 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2017, worth a combined $50.4B — up 0.92% from $49.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 39 closed out — a net gain of 19 holders — while 175 added to existing stakes and 189 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $443M. The largest seller was 1832 Asset Management, cutting an estimated $817M.

  • 509 institutional investors held Toronto Dominion Bank (TD) as of Q1 2017, up from 492 in Q4 2016.
  • Funds reported $50.4B of Toronto Dominion Bank stock for Q1 2017, up 0.92% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q1 2017 and 39 closed out, a net change of +19 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2017 was Bank of Montreal, an estimated $443M added.
  • The largest Toronto Dominion Bank seller in Q1 2017 was 1832 Asset Management, an estimated $817M sold.

Based on aggregated 13F filings for Q1 2017.