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Toronto Dominion Bank

638 hedge funds and large institutions have $50.3B invested in Toronto Dominion Bank in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 234 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more call options, than puts

Call options by funds: $383M | Put options by funds: $290M

6% more funds holding

Funds holding: 604638 (+34)

0.46% more ownership

Funds ownership: 48.83%49.29% (+0.46%)

3% less capital invested

Capital invested by funds: $52B → $50.3B (-$1.75B)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

20% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 234

Holders
638
Holders Change
+34
Holders Change %
+5.63%
% of All Funds
12.57%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.02%
New
92
Increased
188
Reduced
234
Closed
45
Calls
$383M
Puts
$290M
Net Calls
+$92.8M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
576
Asset Dedication LLC
California
$21K +$21.6K +380 New
SWM
577
Sugarloaf Wealth Management
Georgia
$21K +$21.7K +383 New
OPS
578
Orion Portfolio Solutions
Nebraska
$20K +$20.1K +354 New
TAIM
579
TD Ameritrade Investment Management
Nebraska
$19K +$13.1K +231 +199%
RFA
580
Reilly Financial Advisors
California
$18K
SSB
581
Sandy Spring Bank
Maryland
$17K
FWM
582
FSA Wealth Management
Massachusetts
$17K +$17K +300 New
CIA
583
Cascade Investment Advisors
Oregon
$16.8K
APC
584
Aspire Private Capital
North Carolina
$16K
OC
585
Oakworth Capital
Alabama
$16K
BCA
586
Berman Capital Advisors
Georgia
$16K +$113 +2 +0.7%
ACA
587
Atlas Capital Advisors
Wyoming
$15.8K
AWA
588
Arkadios Wealth Advisors
Georgia
$14.6K +$14.7K +259 New
AWM
589
Avondale Wealth Management
Texas
$14K
EARNEST Partners
590
EARNEST Partners
Georgia
$14K
GAM
591
Gemmer Asset Management
California
$14K
RAM
592
Riggs Asset Management
Pennsylvania
$14K
SIS
593
Sound Income Strategies
Florida
$14K +$3.29K +58 +29%
RFM
594
Royal Fund Management
Florida
$13K -$8.05K -142 -37%
TFGT
595
TS Financial Group (TSFG)
Illinois
$13K
CII
596
Capital International Inc
California
$12K
CB
597
CNB Bank
Pennsylvania
$12K
VCP
598
Verus Capital Partners
Arizona
$11K +$11.3K +200 New
GI
599
Gradient Investments
Minnesota
$10K
VNA
600
Valley National Advisers
Pennsylvania
$10K

TD Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2019, worth a combined $50.3B — down 3.4% from $52B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TD positions and 45 closed out — a net gain of 47 holders — while 188 added to existing stakes and 234 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $290M. The largest seller was Acadian Asset Management, cutting an estimated $139M.

  • 638 institutional investors held Toronto Dominion Bank (TD) as of Q4 2019, up from 604 in Q3 2019.
  • Funds reported $50.3B of Toronto Dominion Bank stock for Q4 2019, down 3.4% quarter-over-quarter.
  • 92 funds opened new Toronto Dominion Bank positions in Q4 2019 and 45 closed out, a net change of +47 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2019 was Bank of Nova Scotia, an estimated $290M added.
  • The largest Toronto Dominion Bank seller in Q4 2019 was Acadian Asset Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.