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Toronto Dominion Bank

710 hedge funds and large institutions have $62.2B invested in Toronto Dominion Bank in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 236 increasing their positions, 235 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 40

19% more capital invested

Capital invested by funds: $52.2B → $62.2B (+$9.99B)

18% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.51B

5% more funds holding

Funds holding: 674710 (+36)

0.7% more ownership

Funds ownership: 51.83%52.53% (+0.7%)

0% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 235

2% less funds holding in top 10

Funds holding in top 10: 5453 (-1)

Holders
710
Holders Change
+36
Holders Change %
+5.34%
% of All Funds
11.41%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
0.85%
New
90
Increased
236
Reduced
235
Closed
40
Calls
$1.78B
Puts
$1.51B
Net Calls
+$269M
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
601
Newbridge Financial Services Group
Florida
$56.8K
LIC
602
Laurus Investment Counsel
Canada
$56.6K +$41.7K +645 New
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$54K +$5.3K +82 +11%
CNBTD
604
Citizens National Bank Trust Department
Mississippi
$52K
BWA
605
Boulder Wealth Advisors
Colorado
$50K +$50K +774 New
HCP
606
Hexagon Capital Partners
Arkansas
$47.3K -$9.3K -144 -16%
EWA
607
EverSource Wealth Advisors
Alabama
$43.8K +$20.3K +315 +87%
IRAG
608
Investment Research & Advisory Group
Georgia
$43.2K
BLC
609
Brown, Lisle/Cummings
Rhode Island
$42.1K
MCC
610
Money Concepts Capital
Florida
$41.5K +$32K +495 +341%
CAC
611
Core Alternative Capital
Georgia
$40.9K -$395K -6,114 -91%
MSCM
612
McElhenny Sheffield Capital Management
Texas
$40.2K +$40K +620 New
USCWA
613
U.S. Capital Wealth Advisors
Texas
$39.3K +$39.2K +607 New
MLA
614
MB, Levis & Associates
Pennsylvania
$38.9K +$38.8K +600 New
OAJ
615
Ogorek Anthony Joseph
New York
$38K
MSFP
616
Mark Sheptoff Financial Planning
Connecticut
$37.8K
TWM
617
Tradition Wealth Management
Minnesota
$35K +$452 +7 +1%
HFM
618
Harvest Fund Management
China
$33K
LCM
619
Logan Capital Management
Pennsylvania
$32.1K
BAAM
620
Baker Avenue Asset Management
California
$31.1K +$31.1K +481 New
NIC
621
Northwest Investment Counselors
Oregon
$30.4K
VCM
622
Vigilant Capital Management
Maine
$28K
PPC
623
Park Place Capital
Alabama
$27K +$27.1K +419 New
SWM
624
Sugarloaf Wealth Management
Georgia
$26.1K +$129 +2 +0.5%
FMP
625
Financial Management Professionals
Texas
$26K

TD Hedge Fund Activity: Q4 2022 in Review

710 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2022, worth a combined $62.2B — up 19% from $52.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TD positions and 40 closed out — a net gain of 50 holders — while 236 added to existing stakes and 235 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $1.39B. The largest seller was Capital World Investors, cutting an estimated $481M.

  • 710 institutional investors held Toronto Dominion Bank (TD) as of Q4 2022, up from 674 in Q3 2022.
  • Funds reported $62.2B of Toronto Dominion Bank stock for Q4 2022, up 19% quarter-over-quarter.
  • 90 funds opened new Toronto Dominion Bank positions in Q4 2022 and 40 closed out, a net change of +50 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2022 was National Bank of Canada, an estimated $1.39B added.
  • The largest Toronto Dominion Bank seller in Q4 2022 was Capital World Investors, an estimated $481M sold.

Based on aggregated 13F filings for Q4 2022.