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Toronto Dominion Bank

604 hedge funds and large institutions have $52B invested in Toronto Dominion Bank in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 192 increasing their positions, 217 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $490M | Put options by funds: $260M

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

2% more funds holding in top 10

Funds holding in top 10: 5354 (+1)

1% more funds holding

Funds holding: 597604 (+7)

0.77% less ownership

Funds ownership: 49.6%48.83% (-0.77%)

1% less capital invested

Capital invested by funds: $52.6B → $52B (-$592M)

12% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 217

Holders
604
Holders Change
+7
Holders Change %
+1.17%
% of All Funds
13.25%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
1.18%
New
58
Increased
192
Reduced
217
Closed
48
Calls
$490M
Puts
$260M
Net Calls
+$230M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
526
Valeo Financial Advisors
Indiana
$42K
LJHT
527
Laurie J. Hall Trustee
$41K
AssetMark Inc
528
AssetMark Inc
California
$40K
WEC
529
Winslow Evans & Crocker
Massachusetts
$40K
FGAM
530
Financial Gravity Asset Management
Texas
$38K -$25K -440 -40%
CFB
531
Cullen/Frost Bankers
Texas
$38K +$37.3K +657 New
AF
532
Allworth Financial
California
$37K
CHC
533
City Holding Co
West Virginia
$36K
BFC
534
Bedel Financial Consulting
Indiana
$35K
QCIG
535
Quad-Cities Investment Group
Iowa
$34K +$114 +2 +0.3%
NFG
536
Next Financial Group
Texas
$33K -$32.8K -577 -51%
MSFP
537
Mark Sheptoff Financial Planning
Connecticut
$33K
FCA
538
FinTrust Capital Advisors
South Carolina
$31K
AF
539
Advisornet Financial
Minnesota
$31K +$1.31K +23 +4%
OAM
540
Oppenheimer Asset Management
New York
$30K -$6.93K -122 -19%
KWA
541
KCS Wealth Advisory
California
$29.5K +$28.8K +507 New
ATC
542
Adirondack Trust Company
New York
$27K +$4.61K +81 +21%
PFBT
543
Parkside Financial Bank & Trust
Missouri
$25K
VCM
544
Versant Capital Management
Arizona
$23K
MIP
545
Mondrian Investment Partners
United Kingdom
$23K +$114 +2 +0.7%
NCM
546
Nelson Capital Management
California
$23K +$22.7K +400 New
RFM
547
Royal Fund Management
Florida
$22K +$227 +4 +1%
TI
548
Truehand Inc
New Hampshire
$21K
TFS
549
TrustCore Financial Services
Tennessee
$21K
AAM
550
Advisors Asset Management
Colorado
$21K +$20.5K +360 New

TD Hedge Fund Activity: Q3 2019 in Review

604 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2019, worth a combined $52B — down 1.1% from $52.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TD positions and 48 closed out — a net gain of 10 holders — while 192 added to existing stakes and 217 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $441M. The largest seller was TD Asset Management, cutting an estimated $562M.

  • 604 institutional investors held Toronto Dominion Bank (TD) as of Q3 2019, up from 597 in Q2 2019.
  • Funds reported $52B of Toronto Dominion Bank stock for Q3 2019, down 1.1% quarter-over-quarter.
  • 58 funds opened new Toronto Dominion Bank positions in Q3 2019 and 48 closed out, a net change of +10 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2019 was Bank of Montreal, an estimated $441M added.
  • The largest Toronto Dominion Bank seller in Q3 2019 was TD Asset Management, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2019.