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Toronto Dominion Bank

701 hedge funds and large institutions have $56.3B invested in Toronto Dominion Bank in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $890M | Put options by funds: $539M

9% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 70

0.65% more ownership

Funds ownership: 51.75%52.4% (+0.65%)

0% more funds holding

Funds holding: 701701 (0)

2% less funds holding in top 10

Funds holding in top 10: 4746 (-1)

7% less capital invested

Capital invested by funds: $60.2B → $56.3B (-$3.92B)

28% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 288

Holders
701
Holders Change
Holders Change %
0%
% of All Funds
10.1%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
0.66%
New
76
Increased
206
Reduced
288
Closed
70
Calls
$890M
Puts
$539M
Net Calls
+$351M
Net Calls Change
+$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
526
Umpqua Bank
Oregon
$226K +$227K +3,750 New
FCM
527
Firestone Capital Management
Florida
$226K
LTAS
528
Linden Thomas Advisory Services
North Carolina
$224K +$224K +3,712 New
EAM
529
Empirical Asset Management
Massachusetts
$224K
CWM
530
Connecticut Wealth Management
Connecticut
$223K -$17K -281 -7%
TCM
531
Telos Capital Management
California
$220K +$2.17K +36 +1%
PAS
532
Park Avenue Securities
New York
$220K +$11.1K +184 +5%
SAM
533
Silvercrest Asset Management
New York
$220K
CAG
534
Crestwood Advisors Group
Massachusetts
$220K -$302 -5 -0.1%
HI
535
Hendershot Investments
Virginia
$219K
CFO
536
CVA Family Office
Colorado
$217K -$1.03K -17 -0.5%
IRC
537
Investors Research Corp
Georgia
$215K
SVWAG
538
Sound View Wealth Advisors Group
Georgia
$215K -$15.8K -262 -7%
RSWM
539
Robertson Stephens Wealth Management
California
$215K +$215K +3,558 New
HSA
540
HBK Sorce Advisory
Pennsylvania
$213K +$1.99K +33 +0.9%
CB
541
Commerce Bank
Missouri
$204K -$664 -11 -0.3%
PPWP
542
Premier Path Wealth Partners
New Jersey
$203K -$59K -977 -23%
LIM
543
Leavell Investment Management
Alabama
$203K
CA
544
Clearstead Advisors
Ohio
$202K
KFA
545
Kelleher Financial Advisors
New York
$202K +$604 +10 +0.3%
GFS
546
GYL Financial Synergies
Connecticut
$200K +$362 +6 +0.2%
WTC
547
WhitTier Trust Company
Nevada
$199K
MRCM
548
M&R Capital Management
New Jersey
$190K -$8.4K -139 -4%
LC
549
Lindbrook Capital
California
$185K -$43.7K -723 -19%
NCM
550
Northwest Capital Management
Oregon
$184K

TD Hedge Fund Activity: Q1 2024 in Review

701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2024, worth a combined $56.3B — down 6.5% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TD positions and 70 closed out — a net gain of 6 holders — while 206 added to existing stakes and 288 trimmed.

The largest buyer was British Columbia Investment Management, adding an estimated $464M. The largest seller was Morgan Stanley, cutting an estimated $298M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $56.3B of Toronto Dominion Bank stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 76 funds opened new Toronto Dominion Bank positions in Q1 2024 and 70 closed out, a net change of +6 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2024 was British Columbia Investment Management, an estimated $464M added.
  • The largest Toronto Dominion Bank seller in Q1 2024 was Morgan Stanley, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2024.