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Toronto Dominion Bank

634 hedge funds and large institutions have $49.8B invested in Toronto Dominion Bank in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 252 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $263M | Put options by funds: $129M

31% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $45.1B → $49.8B (+$4.73B)

2% more funds holding

Funds holding: 624634 (+10)

0.07% more ownership

Funds ownership: 49.56%49.63% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

23% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 252

Holders
634
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
13.72%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.15%
New
67
Increased
195
Reduced
252
Closed
51
Calls
$263M
Puts
$129M
Net Calls
+$135M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
576
BDO Wealth Advisors
Florida
$20K
TI
577
Truehand Inc
New Hampshire
$20K
RFM
578
Royal Fund Management
Florida
$20K +$111 +2 +0.5%
TFS
579
TrustCore Financial Services
Tennessee
$20K +$20.2K +365 New
APC
580
Aspire Private Capital
North Carolina
$18K
RFA
581
Reilly Financial Advisors
California
$18K
CIA
582
Cascade Investment Advisors
Oregon
$16.3K
EWM
583
Executive Wealth Management
Michigan
$16K
VNA
584
Valley National Advisers
Pennsylvania
$16K +$6.14K +111 +63%
OC
585
Oakworth Capital
Alabama
$15K
SIS
586
Sound Income Strategies
Florida
$15K +$3.98K +72 +36%
TJHA
587
Thomas J. Herzfeld Advisors
Florida
$14K +$6.74K +122 +92%
AWM
588
Avondale Wealth Management
Texas
$13K
CAL
589
Capital Advisors Ltd
Ohio
$13K
EARNEST Partners
590
EARNEST Partners
Georgia
$13K
RAM
591
Riggs Asset Management
Pennsylvania
$13K
CB
592
CNB Bank
Pennsylvania
$12K
WTB
593
Washington Trust Bank
Washington
$12K
BCA
594
Berman Capital Advisors
Georgia
$12K +$5.92K +107 +88%
AIC
595
Ameritas Investment Company
Nebraska
$12K +$12.3K +222 New
TFGT
596
TS Financial Group (TSFG)
Illinois
$12K +$12.4K +225 New
SMFS
597
Squar Milner Financial Services
California
$11K
NFG
598
Next Financial Group
Texas
$10K -$560K -10,131 -98%
NFH
599
NEXT Financial Holdings
Texas
$10K +$10.5K +190 New
JIP
600
JBJ Investment Partners
South Carolina
$10K +$10.7K +193 New

TD Hedge Fund Activity: Q1 2019 in Review

634 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2019, worth a combined $49.8B — up 10% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new TD positions and 51 closed out — a net gain of 16 holders — while 195 added to existing stakes and 252 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $403M. The largest seller was Royal Bank of Canada, cutting an estimated $438M.

  • 634 institutional investors held Toronto Dominion Bank (TD) as of Q1 2019, up from 624 in Q4 2018.
  • Funds reported $49.8B of Toronto Dominion Bank stock for Q1 2019, up 10% quarter-over-quarter.
  • 67 funds opened new Toronto Dominion Bank positions in Q1 2019 and 51 closed out, a net change of +16 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2019 was Bank of Montreal, an estimated $403M added.
  • The largest Toronto Dominion Bank seller in Q1 2019 was Royal Bank of Canada, an estimated $438M sold.

Based on aggregated 13F filings for Q1 2019.