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Toronto Dominion Bank
TD

726 hedge funds and large institutions have $69.9B invested in Toronto Dominion Bank in 2021 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 218 increasing their positions, 210 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 44

15% more capital invested

Capital invested by funds: $60.8B → $69.9B (+$9.13B)

13% more funds holding

Funds holding: 641 → 726 (+85)

10% more funds holding in top 10

Funds holding in top 10: 51 → 56 (+5)

4% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 210

0.65% more ownership

Funds ownership: 50.12% → 50.77% (+0.65%)

47% less call options, than puts

Call options by funds: $796M | Put options by funds: $1.51B

Holders
726
Holders Change
+85
Holders Change %
+13.26%
% of All Funds
11.17%
Holding in Top 10
56
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.8%
% of All Funds
0.86%
New
138
Increased
218
Reduced
210
Closed
44
Calls
$796M
Puts
$1.51B
Net Calls
-$718M
Net Calls Change
-$194M

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$784M
2
Fidelity International
Fidelity International
Bermuda
+$343M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$223M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$208M
5
Bank of America
Bank of America
North Carolina
+$184M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$601M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$287M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$195M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$190M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
526
Commons Capital
Massachusetts
$250K +$237K +3,256 New
WE
527
Wealth Effects
Massachusetts
$250K +$238K +3,258 New
WS
528
Wedbush Securities
California
$247K -$12.2K -168 -5%
PWPS
529
Pinnacle Wealth Planning Services
Ohio
$246K +$234K +3,207 New
DC
530
Davenport & Co
Virginia
$245K -$2.19K -30 -0.9%
PCA
531
Personal Capital Advisors
California
$243K +$231K +3,167 New
WWM
532
Western Wealth Management
Colorado
$242K +$231K +3,168 New
CT
533
Columbia Trust
Oregon
$241K – – –
CCP
534
Corient Capital Partners
California
$240K +$228K +3,123 New
LWMG
535
Levy Wealth Management Group
Pennsylvania
$237K – – –
NFG
536
Nations Financial Group
Iowa
$237K – – –
MGP
537
Metis Global Partners
California
$235K +$223K +3,061 New
MM
538
MQS Management
New York
$235K +$223K +3,063 New
WF
539
WoodTrust Financial
Wisconsin
$234K +$222K +3,050 New
FWM
540
Frontier Wealth Management
Missouri
$233K – – –
SI
541
Stephens Inc
Arkansas
$231K +$220K +3,012 New
B
542
BetterWealth
California
$230K +$219K +3,000 New
RMAM
543
Raab & Moskowitz Asset Management
New Jersey
$228K -$21.1K -289 -9%
IP
544
Investment Partners
Ohio
$227K +$216K +2,960 New
PFGIA
545
Patriot Financial Group Insurance Agency
Massachusetts
$226K -$30.3K -416 -12%
Credit Agricole
546
Credit Agricole
France
$225K -$473K -6,486 -69%
RT
547
Rockland Trust
Massachusetts
$223K +$212K +2,910 New
M
548
Mirova
France
$222K -$192K -2,635 -48%
PCA
549
Pallas Capital Advisors
Massachusetts
$220K -$232K -3,186 -54%
OTPPB
550
Ontario Teachers' Pension Plan Board
Ontario, Canada
$219K +$208K +2,858 New
20 21
22
23 24

TD Hedge Fund Activity: Q4 2021 in Review

726 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2021, worth a combined $69.9B — up 15% from $60.8B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new TD positions and 44 closed out — a net gain of 94 holders — while 218 added to existing stakes and 210 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $784M. The largest seller was Bank of Montreal, cutting an estimated $601M.

  • 726 institutional investors held Toronto Dominion Bank (TD) as of Q4 2021, up from 641 in Q3 2021.
  • Funds reported $69.9B of Toronto Dominion Bank stock for Q4 2021, up 15% quarter-over-quarter.
  • 138 funds opened new Toronto Dominion Bank positions in Q4 2021 and 44 closed out, a net change of +94 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2021 was Schroder Investment Management Group, an estimated $784M added.
  • The largest Toronto Dominion Bank seller in Q4 2021 was Bank of Montreal, an estimated $601M sold.

Based on aggregated 13F filings for Q4 2021.