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Toronto Dominion Bank

624 hedge funds and large institutions have $45.1B invested in Toronto Dominion Bank in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 186 increasing their positions, 242 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $149M | Put options by funds: $134M

0.1% more ownership

Funds ownership: 49.46%49.56% (+0.1%)

9% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 90

2% less funds holding

Funds holding: 636624 (-12)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

18% less capital invested

Capital invested by funds: $55.2B → $45.1B (-$10.1B)

23% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 242

Holders
624
Holders Change
-12
Holders Change %
-1.89%
% of All Funds
13.9%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.18%
New
82
Increased
186
Reduced
242
Closed
90
Calls
$149M
Puts
$134M
Net Calls
+$15.1M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
551
Capital Analysts LLC
Pennsylvania
$19K
RFM
552
Royal Fund Management
Florida
$18K -$68.4K -1,249 -77%
BWA
553
BDO Wealth Advisors
Florida
$18K -$712 -13 -3%
TI
554
Truehand Inc
New Hampshire
$18K +$20K +366 New
LNB
555
Ledyard National Bank
$17K +$18.6K +340 New
RFA
556
Reilly Financial Advisors
California
$16K
APC
557
Aspire Private Capital
North Carolina
$16K +$18.1K +330 New
CIA
558
Cascade Investment Advisors
Oregon
$14.9K -$10K -183 -38%
WPA
559
West Paces Advisors
Georgia
$14.9K
OC
560
Oakworth Capital
Alabama
$14K
EWM
561
Executive Wealth Management
Michigan
$14K +$15.8K +289 New
PWMG
562
Prestige Wealth Management Group
New Jersey
$14K +$15.8K +289 New
EWA
563
Evolution Wealth Advisors
Florida
$13K +$14.7K +269 New
EARNEST Partners
564
EARNEST Partners
Georgia
$12K -$1.97K -36 -13%
AWM
565
Avondale Wealth Management
Texas
$12K
CAL
566
Capital Advisors Ltd
Ohio
$12K
RAM
567
Riggs Asset Management
Pennsylvania
$12K
WTB
568
Washington Trust Bank
Washington
$11K -$27.4K -500 -68%
CB
569
CNB Bank
Pennsylvania
$11K
PG
570
Patten Group
Tennessee
$11K
SMFS
571
Squar Milner Financial Services
California
$11K
GWS
572
Glassman Wealth Services
Virginia
$10K
SIS
573
Sound Income Strategies
Florida
$10K
CFA
574
Carroll Financial Associates
North Carolina
$9K -$7.34K -134 -42%
VNA
575
Valley National Advisers
Pennsylvania
$9K