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Toronto Dominion Bank

587 hedge funds and large institutions have $53.8B invested in Toronto Dominion Bank in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 32

54% more call options, than puts

Call options by funds: $138M | Put options by funds: $89.8M

13% more funds holding

Funds holding: 521587 (+66)

3% more capital invested

Capital invested by funds: $52.5B → $53.8B (+$1.32B)

0.68% less ownership

Funds ownership: 50.17%49.5% (-0.68%)

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

8% less funds holding in top 10

Funds holding in top 10: 6055 (-5)

Holders
587
Holders Change
+66
Holders Change %
+12.67%
% of All Funds
13.31%
Holding in Top 10
55
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.33%
% of All Funds
1.25%
New
100
Increased
182
Reduced
196
Closed
32
Calls
$138M
Puts
$89.8M
Net Calls
+$48.4M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
551
Thomas J. Herzfeld Advisors
Florida
$11K
SIS
552
Sound Income Strategies
Florida
$11K +$11.4K +200 New
EA
553
Edge Advisors
Georgia
$10K
VNA
554
Valley National Advisers
Pennsylvania
$10K
ME
555
McIlrath & Eck
Washington
$10K +$9.6K +168 New
FIB
556
First Interstate Bank
Montana
$9K
WCAMG
557
Woodard & Company Asset Management Group
North Carolina
$9K +$8.57K +150 New
WC
558
Whitnell & Co
Illinois
$9K +$9.03K +158 New
THWM
559
Taylor Hoffman Wealth Management
Virginia
$8K +$7.54K +132 New
OIA
560
OneDigital Investment Advisors
Kansas
$8K +$8K +140 New
FFG
561
Ford Financial Group
California
$8K +$8.46K +148 New
SJIM
562
St. Johns Investment Management
Florida
$7K
PGWM
563
Parisi Gray Wealth Management
New Jersey
$7K +$6.51K +114 New
CG
564
Cutler Group
California
$7K +$7.66K +134 New
AIS
565
Accurate Investment Solutions
Pennsylvania
$6K
BWP
566
Baldwin Wealth Partners
Massachusetts
$6K
SQA
567
Simon Quick Advisors
New Jersey
$6K +$5.37K +94 New
SP
568
SWS Partners
Ohio
$5K
WWMSC
569
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.08K +89 New
OAJ
570
Ogorek Anthony Joseph
New York
$5K +$5.71K +100 New
TSW
571
Thompson Siegel & Walmsley
Virginia
$4K
YWP
572
YorkBridge Wealth Partners
New York
$3K -$8.46K -148 -76%
DBT
573
Dubuque Bank & Trust
Iowa
$3K
AWM
574
Aevitas Wealth Management
Massachusetts
$3K +$2.8K +49 New
HMS
575
Hanseatic Management Services
New Mexico
$2K

TD Hedge Fund Activity: Q4 2017 in Review

587 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2017, worth a combined $53.8B — up 2.5% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new TD positions and 32 closed out — a net gain of 68 holders — while 182 added to existing stakes and 196 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $760M. The largest seller was Arrowstreet Capital, cutting an estimated $241M.

  • 587 institutional investors held Toronto Dominion Bank (TD) as of Q4 2017, up from 521 in Q3 2017.
  • Funds reported $53.8B of Toronto Dominion Bank stock for Q4 2017, up 2.5% quarter-over-quarter.
  • 100 funds opened new Toronto Dominion Bank positions in Q4 2017 and 32 closed out, a net change of +68 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2017 was Mackenzie Financial, an estimated $760M added.
  • The largest Toronto Dominion Bank seller in Q4 2017 was Arrowstreet Capital, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2017.