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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
EWA
651
EverSource Wealth Advisors
Alabama
$27K +$25.7K +353 New
SIS
652
Sound Income Strategies
Florida
$26K – – –
ZB
653
Zions Bancorporation
Utah
$25K – – –
CA
654
CoreCap Advisors
Michigan
$25K +$24.1K +330 New
FHA
655
First Horizon Advisors
Tennessee
$24K +$23K +315 New
PCH
656
Polar Capital Holdings
United Kingdom
$23.8K +$4.71M +64,584 +31%
CIA
657
Cascade Investment Advisors
Oregon
$23K – – –
SSB
658
Sandy Spring Bank
Maryland
$23K -$7.29K -100 -25%
BHWM
659
Beaird Harris Wealth Management
Texas
$23K +$21.9K +300 New
SCA
660
Sandy Cove Advisors
Massachusetts
$23K +$22.2K +304 New
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$19K -$5.03K -69 -22%
TAIM
662
TD Ameritrade Investment Management
Nebraska
$19K -$4.88K -67 -21%
DAC
663
Dividend Assets Capital
South Carolina
$19K – – –
EARNEST Partners
664
EARNEST Partners
Georgia
$19K – – –
OC
665
Oakworth Capital
Alabama
$19K – – –
PWMG
666
Prestige Wealth Management Group
New Jersey
$19K – – –
RAM
667
Riggs Asset Management
Pennsylvania
$19K – – –
TFGT
668
TS Financial Group (TSFG)
Illinois
$19K +$1.75K +24 +11%
AssetMark Inc
669
AssetMark Inc
California
$19K +$18.2K +250 New
LWP
670
Laurel Wealth Planning
Minnesota
$17K – – –
TWM
671
Tradition Wealth Management
Minnesota
$17K – – –
FMP
672
Financial Management Professionals
Texas
$17K +$729 +10 +5%
BAM
673
Bellevue Asset Management
Washington
$15K – – –
TSWM
674
Tyler-Stone Wealth Management
Ohio
$15K +$14K +192 New
EWM
675
Elmwood Wealth Management
California
$15K +$14.6K +200 New
25 26
27
28 29

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.