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Toronto Dominion Bank

587 hedge funds and large institutions have $53.8B invested in Toronto Dominion Bank in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 32

54% more call options, than puts

Call options by funds: $138M | Put options by funds: $89.8M

13% more funds holding

Funds holding: 521587 (+66)

3% more capital invested

Capital invested by funds: $52.5B → $53.8B (+$1.32B)

0.68% less ownership

Funds ownership: 50.17%49.5% (-0.68%)

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

8% less funds holding in top 10

Funds holding in top 10: 6055 (-5)

Holders
587
Holders Change
+66
Holders Change %
+12.67%
% of All Funds
13.31%
Holding in Top 10
55
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.33%
% of All Funds
1.25%
New
100
Increased
182
Reduced
196
Closed
32
Calls
$138M
Puts
$89.8M
Net Calls
+$48.4M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
526
Adirondack Trust Company
New York
$27K -$44.8K -785 -63%
BWA
527
BDO Wealth Advisors
Florida
$26K +$286 +5 +1%
WB
528
Webster Bank
Connecticut
$25K
SFSIG
529
San Francisco Sentry Investment Group
California
$24K +$57 +1 +0.2%
MIP
530
Mondrian Investment Partners
United Kingdom
$24K +$114 +2 +0.6%
SWP
531
Strategic Wealth Partners
Ohio
$24K +$22.9K +400 New
CAPTRUST Financial Advisors
532
CAPTRUST Financial Advisors
North Carolina
$23K +$22.9K +400 New
STA
533
Summit Trail Advisors
New York
$22K +$20.8K +364 New
HFM
534
Hartford Financial Management
Connecticut
$21K
TFS
535
TrustCore Financial Services
Tennessee
$21K +$20.9K +365 New
MIC
536
MU Investments Company
Japan
$20K
PG
537
Patten Group
Tennessee
$19K
RFA
538
Reilly Financial Advisors
California
$19K
AssetMark Inc
539
AssetMark Inc
California
$18K -$19.2K -336 -52%
WPA
540
West Paces Advisors
Georgia
$17.6K
APA
541
American Portfolios Advisors
New York
$16.2K +$15.8K +277 New
OC
542
Oakworth Capital
Alabama
$16K
EARNEST Partners
543
EARNEST Partners
Georgia
$16K +$15.8K +277 New
CFA
544
Carroll Financial Associates
North Carolina
$15K
PS
545
Portfolio Strategies
New York
$15K +$14.3K +250 New
AWM
546
Avondale Wealth Management
Texas
$14K +$14.1K +246 New
GTAM
547
Global Trust Asset Management
Florida
$13K +$12.7K +223 New
AF
548
Advisornet Financial
Minnesota
$13K +$13.1K +230 New
KTC
549
Kistler-Tiffany Companies
Pennsylvania
$12K
GWS
550
Glassman Wealth Services
Virginia
$12K +$11.4K +200 New

TD Hedge Fund Activity: Q4 2017 in Review

587 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2017, worth a combined $53.8B — up 2.5% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new TD positions and 32 closed out — a net gain of 68 holders — while 182 added to existing stakes and 196 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $760M. The largest seller was Arrowstreet Capital, cutting an estimated $241M.

  • 587 institutional investors held Toronto Dominion Bank (TD) as of Q4 2017, up from 521 in Q3 2017.
  • Funds reported $53.8B of Toronto Dominion Bank stock for Q4 2017, up 2.5% quarter-over-quarter.
  • 100 funds opened new Toronto Dominion Bank positions in Q4 2017 and 32 closed out, a net change of +68 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2017 was Mackenzie Financial, an estimated $760M added.
  • The largest Toronto Dominion Bank seller in Q4 2017 was Arrowstreet Capital, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2017.