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Toronto Dominion Bank

638 hedge funds and large institutions have $50.3B invested in Toronto Dominion Bank in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 234 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more call options, than puts

Call options by funds: $383M | Put options by funds: $290M

6% more funds holding

Funds holding: 604638 (+34)

0.46% more ownership

Funds ownership: 48.83%49.29% (+0.46%)

3% less capital invested

Capital invested by funds: $52B → $50.3B (-$1.75B)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

20% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 234

Holders
638
Holders Change
+34
Holders Change %
+5.63%
% of All Funds
12.57%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.02%
New
92
Increased
188
Reduced
234
Closed
45
Calls
$383M
Puts
$290M
Net Calls
+$92.8M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
526
Financial Perspectives
Minnesota
$69.5K +$70.2K +1,238 New
AAM
527
Advisors Asset Management
Colorado
$61K +$41.6K +733 +204%
AA
528
Ancora Advisors
Ohio
$56K +$56.7K +1,000 New
SIAP
529
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K
BlackRock
530
BlackRock
New York
$54K +$7.32K +129 +16%
IA
531
IFP Advisors
Florida
$53K -$75.8K -1,336 -59%
First Manhattan
532
First Manhattan
New York
$53K -$4.37K -77 -7%
LWA
533
Lenox Wealth Advisors
New York
$53K
1W
534
1776 Wealth
Georgia
$51K +$52.5K +925 New
ZB
535
Zions Bancorporation
Utah
$50K -$397 -7 -0.8%
TI
536
tru Independence
Oregon
$50K +$67.8K +1,195 New
TF
537
TimeScale Financial
Massachusetts
$49K
NSIM
538
North Star Investment Management
Illinois
$47K +$340 +6 +0.7%
VFA
539
Valeo Financial Advisors
Indiana
$47K +$6.07K +107 +15%
BL
540
Balentine LLC
Georgia
$42K
CCM
541
Covington Capital Management
California
$42K
SF
542
Synovus Financial
Georgia
$42K
TCWM
543
Total Clarity Wealth Management
Illinois
$40K +$27.8K +490 New
MWP
544
Meridian Wealth Partners
Pennsylvania
$40K +$39.9K +704 New
AssetMark Inc
545
AssetMark Inc
California
$38K
TFS
546
TrustCore Financial Services
Tennessee
$38K +$17.2K +304 +83%
IRAG
547
Investment Research & Advisory Group
Georgia
$37K +$37.8K +667 New
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$36K -$11.3K -200 -24%
AF
549
Allworth Financial
California
$36K
Fifth Third Bancorp
550
Fifth Third Bancorp
Ohio
$36K +$21.1K +372 +138%

TD Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2019, worth a combined $50.3B — down 3.4% from $52B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TD positions and 45 closed out — a net gain of 47 holders — while 188 added to existing stakes and 234 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $290M. The largest seller was Acadian Asset Management, cutting an estimated $139M.

  • 638 institutional investors held Toronto Dominion Bank (TD) as of Q4 2019, up from 604 in Q3 2019.
  • Funds reported $50.3B of Toronto Dominion Bank stock for Q4 2019, down 3.4% quarter-over-quarter.
  • 92 funds opened new Toronto Dominion Bank positions in Q4 2019 and 45 closed out, a net change of +47 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2019 was Bank of Nova Scotia, an estimated $290M added.
  • The largest Toronto Dominion Bank seller in Q4 2019 was Acadian Asset Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.