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Toronto Dominion Bank

602 hedge funds and large institutions have $51.6B invested in Toronto Dominion Bank in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 169 increasing their positions, 204 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 41

22% more capital invested

Capital invested by funds: $42.4B → $51.6B (+$9.18B)

11% more funds holding

Funds holding: 540602 (+62)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

0.03% more ownership

Funds ownership: 49.9%49.92% (+0.03%)

17% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 204

28% less call options, than puts

Call options by funds: $388M | Put options by funds: $537M

Holders
602
Holders Change
+62
Holders Change %
+11.48%
% of All Funds
10.65%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.94%
New
115
Increased
169
Reduced
204
Closed
41
Calls
$388M
Puts
$537M
Net Calls
-$148M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
526
Perigon Wealth Management
California
$29K +$26.1K +516 New
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$28K +$18K +356 +244%
MA
528
Montag & Associates
Georgia
$28K +$25.1K +496 New
BWM
529
Birchcreek Wealth Management
Ohio
$28K +$25.3K +500 New
LSA
530
Leonteq Securities AG
Switzerland
$27.9K +$22.7K +448 New
GWS
531
Glassman Wealth Services
Virginia
$27K +$5.07K +100 +26%
CFGS
532
Concourse Financial Group Securities
Alabama
$26K
DWP
533
Destiny Wealth Partners
Florida
$26K +$23K +454 New
CT
534
Caldwell Trust
Florida
$25.9K
EWA
535
Evolution Wealth Advisors
Florida
$25K +$22.3K +440 New
ATC
536
Adirondack Trust Company
New York
$23K -$2.94K -58 -12%
MF
537
Manchester Financial
California
$22K
SWM
538
Sugarloaf Wealth Management
Georgia
$22K
TI
539
Truehand Inc
New Hampshire
$21K
ST
540
Smithfield Trust
Pennsylvania
$21K +$19.1K +376 New
AF
541
Advisornet Financial
Minnesota
$20K -$12.8K -253 -41%
MSFP
542
Mark Sheptoff Financial Planning
Connecticut
$20K
RFA
543
Reilly Financial Advisors
California
$19K
SIS
544
Sound Income Strategies
Florida
$19K
TAIM
545
TD Ameritrade Investment Management
Nebraska
$18K
CIA
546
Cascade Investment Advisors
Oregon
$16.9K
MA
547
MCF Advisors
Kentucky
$16K
OC
548
Oakworth Capital
Alabama
$16K
HS
549
Horan Securities
United States
$15K +$13.8K +272 New
SL
550
Savior LLC
Massachusetts
$14K -$158K -3,116 -92%