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Toronto Dominion Bank

701 hedge funds and large institutions have $60.2B invested in Toronto Dominion Bank in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 182 increasing their positions, 282 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

46% more call options, than puts

Call options by funds: $1.09B | Put options by funds: $744M

8% more funds holding

Funds holding: 648701 (+53)

3% more capital invested

Capital invested by funds: $58.5B → $60.2B (+$1.67B)

0.91% less ownership

Funds ownership: 52.65%51.75% (-0.91%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 282

Holders
701
Holders Change
+53
Holders Change %
+8.18%
% of All Funds
10.22%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.69%
New
101
Increased
182
Reduced
282
Closed
42
Calls
$1.09B
Puts
$744M
Net Calls
+$342M
Net Calls Change
+$237M
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
551
United Community Bank
South Carolina
$194K +$2.76K +46 +2%
PB
552
Pinnacle Bancorp
Nebraska
$187K
GWM
553
Geneos Wealth Management
Colorado
$184K
CT
554
Colonial Trust
South Carolina
$177K
BC
555
Bartlett & Co
Ohio
$173K
BCWM
556
Bartlett & Co Wealth Management
Ohio
$173K
TC
557
Trust Company
Kansas
$167K -$9.59K -160 -6%
NA
558
NewEdge Advisors
Louisiana
$158K -$7.79K -130 -5%
BBHC
559
Brown Brothers Harriman & Co
New York
$155K
BSB
560
Bangor Savings Bank
Maine
$153K
CF
561
Centaurus Financial
California
$147K
GBT
562
Grove Bank & Trust
Florida
$146K -$31K -517 -19%
FFA
563
Farther Finance Advisors
California
$133K +$46K +767 +60%
JWM
564
Janiczek Wealth Management
Colorado
$132K -$14.9K -249 -11%
Mitsubishi UFJ Asset Management
565
Mitsubishi UFJ Asset Management
Japan
$131K +$6.78K +113 +6%
HNB
566
Huntington National Bank
Ohio
$131K -$77.3K -1,289 -39%
CFGS
567
Concourse Financial Group Securities
Alabama
$129K -$123K -2,055 -51%
SWM
568
Spire Wealth Management
Virginia
$128K +$2.22K +37 +2%
GWS
569
Glassman Wealth Services
Virginia
$127K +$17.4K +290 +17%
BBPWM
570
Blue Bell Private Wealth Management
Pennsylvania
$127K +$15.5K +258 +15%
First Manhattan
571
First Manhattan
New York
$119K +$360 +6 +0.3%
PTC
572
Private Trust Company
Ohio
$117K +$10.4K +174 +11%
HCP
573
Hexagon Capital Partners
Arkansas
$115K +$47.7K +795 +80%
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$114K +$15K +250 +16%
MHR
575
Matthew Hamilton Rosenberg
$112K +$5.4K +90 +5%

TD Hedge Fund Activity: Q4 2023 in Review

701 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2023, worth a combined $60.2B — up 2.8% from $58.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TD positions and 42 closed out — a net gain of 59 holders — while 182 added to existing stakes and 282 trimmed.

The largest buyer was TD Asset Management, adding an estimated $625M. The largest seller was Bank of America, cutting an estimated $821M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q4 2023, up from 648 in Q3 2023.
  • Funds reported $60.2B of Toronto Dominion Bank stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 101 funds opened new Toronto Dominion Bank positions in Q4 2023 and 42 closed out, a net change of +59 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2023 was TD Asset Management, an estimated $625M added.
  • The largest Toronto Dominion Bank seller in Q4 2023 was Bank of America, an estimated $821M sold.

Based on aggregated 13F filings for Q4 2023.