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Toronto Dominion Bank

710 hedge funds and large institutions have $62.2B invested in Toronto Dominion Bank in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 236 increasing their positions, 235 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 40

19% more capital invested

Capital invested by funds: $52.2B → $62.2B (+$9.99B)

18% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.51B

5% more funds holding

Funds holding: 674710 (+36)

0.7% more ownership

Funds ownership: 51.83%52.53% (+0.7%)

0% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 235

2% less funds holding in top 10

Funds holding in top 10: 5453 (-1)

Holders
710
Holders Change
+36
Holders Change %
+5.34%
% of All Funds
11.41%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.85%
New
90
Increased
236
Reduced
235
Closed
40
Calls
$1.78B
Puts
$1.51B
Net Calls
+$269M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Calton & Associates
Florida
$231K -$9.11K -141 -4%
LIM
527
Leavell Investment Management
Alabama
$230K
WANY
528
Wealthspire Advisors (New York)
New York
$228K +$227K +3,518 New
IRC
529
Investors Research Corp
Georgia
$227K
PMA
530
Prudent Man Advisors
Illinois
$226K +$225K +3,489 New
PCA
531
Pallas Capital Advisors
Massachusetts
$223K -$22.9K -355 -10%
PA
532
PFG Advisors
Arizona
$219K +$219K +3,389 New
BSW
533
Buckingham Strategic Wealth
Missouri
$219K +$218K +3,381 New
LC
534
Lindbrook Capital
California
$219K +$36.9K +571 +20%
DC
535
Davenport & Co
Virginia
$218K +$4.33K +67 +2%
BIP
536
Blueprint Investment Partners
North Carolina
$217K +$216K +3,349 New
GWM
537
Geneos Wealth Management
Colorado
$215K
GWM
538
GDS Wealth Management
Texas
$214K
DWM
539
Drive Wealth Management
Utah
$214K +$213K +3,302 New
KFA
540
Kelleher Financial Advisors
New York
$214K -$137K -2,120 -39%
GIM
541
Goelzer Investment Management
Indiana
$213K +$213K +3,296 New
LFA
542
Legacy Financial Advisors
Kentucky
$213K -$26.7K -413 -11%
TCA
543
Transcend Capital Advisors
New Jersey
$212K -$98.5K -1,525 -32%
WE
544
Wealth Effects
Massachusetts
$211K +$210K +3,258 New
CA
545
Clearstead Advisors
Ohio
$211K
HTC
546
Haverford Trust Company
Pennsylvania
$210K -$7.36K -114 -3%
TC
547
Trust Company
Kansas
$209K
SP
548
Successful Portfolios
Florida
$208K -$6.46K -100 -3%
JLBC
549
J.L. Bainbridge & Co
Florida
$207K +$207K +3,204 New
HWM
550
HB Wealth Management
Georgia
$207K +$206K +3,193 New

TD Hedge Fund Activity: Q4 2022 in Review

710 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2022, worth a combined $62.2B — up 19% from $52.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TD positions and 40 closed out — a net gain of 50 holders — while 236 added to existing stakes and 235 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $1.39B. The largest seller was Capital World Investors, cutting an estimated $481M.

  • 710 institutional investors held Toronto Dominion Bank (TD) as of Q4 2022, up from 674 in Q3 2022.
  • Funds reported $62.2B of Toronto Dominion Bank stock for Q4 2022, up 19% quarter-over-quarter.
  • 90 funds opened new Toronto Dominion Bank positions in Q4 2022 and 40 closed out, a net change of +50 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2022 was National Bank of Canada, an estimated $1.39B added.
  • The largest Toronto Dominion Bank seller in Q4 2022 was Capital World Investors, an estimated $481M sold.

Based on aggregated 13F filings for Q4 2022.