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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
LIG
551
Lokken Investment Group
Delaware
$218K +$207K +2,842 New
FCI
552
Financial Counselors Inc
Kansas
$216K -$168K -2,306 -45%
FOA
553
Five Oceans Advisors
California
$215K +$204K +2,802 New
HCM
554
Hall Capital Management
Rhode Island
$211K +$200K +2,748 New
CG
555
Colony Group
Massachusetts
$211K +$200K +2,750 New
FCM
556
Firestone Capital Management
Florida
$210K – – –
PPWM
557
Paragon Private Wealth Management
Kentucky
$209K +$199K +2,730 New
WF
558
Williams Financial
Vermont
$209K +$199K +2,731 New
PMA
559
Prudent Man Advisors
Illinois
$208K -$47.1K -646 -19%
SDAM
560
Shulman DeMeo Asset Management
New York
$208K +$197K +2,707 New
AWE
561
Avidian Wealth Enterprises
Texas
$208K +$198K +2,714 New
PP
562
Paloma Partners
Connecticut
$207K +$197K +2,700 New
CAM
563
Cresset Asset Management
Illinois
$206K -$255K -3,492 -56%
BB
564
Busey Bank
Illinois
$205K +$195K +2,679 New
ONSWM
565
Old North State Wealth Management
North Carolina
$204K +$194K +2,662 New
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$200K +$190K +2,607 New
LC
567
Lindbrook Capital
California
$199K +$3.86K +53 +2%
BCPWM
568
Bradley & Co Private Wealth Management
Florida
$196K – – –
MA
569
MUFG Americas
New York
$195K – – –
SG Americas Securities
570
SG Americas Securities
New York
$194K -$510K -7,002 -74%
FNBOSM
571
First National Bank of South Miami
Florida
$177K +$36.7K +504 +28%
BAM
572
Byrne Asset Management
New Jersey
$176K +$167K +2,291 New
CF
573
Centaurus Financial
California
$174K – – –
APA
574
American Portfolios Advisors
New York
$172K -$2.04K -28 -1%
EIP
575
Ellis Investment Partners
Pennsylvania
$170K +$219 +3 +0.1%
21 22
23
24 25

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.