We are live on ! Find out more
TD icon

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
HIA
651
Harbor Investment Advisory
Maryland
$12.9K
ATC
652
Advantage Trust Company
Kansas
$12.9K +$12K +200 New
PCMC
653
Planning Capital Management Corporation
Pennsylvania
$12.9K +$12K +200 New
TSWM
654
Tyler-Stone Wealth Management
Ohio
$12.4K
CPG
655
Cornerstone Planning Group
New Jersey
$12K +$11.2K +186 New
DPW
656
DiNuzzo Private Wealth
Pennsylvania
$11.3K +$10.5K +175 New
AT
657
Arlington Trust
Alabama
$11.1K -$32K -533 -76%
BWL
658
Bogart Wealth LLC
Virginia
$11K +$1.2K +20 +13%
FGA
659
Fortis Group Advisors
New Jersey
$10.6K +$4.92K +82 +100%
SFFS
660
Stonehage Fleming Financial Services
Jersey
$10.2K
CSB
661
City State Bank
Iowa
$10K
DF
662
Dunhill Financial
United Kingdom
$9.76K +$9.05K +151 New
ASBI
663
American State Bank (Iowa)
Iowa
$9.5K
PCM
664
Penserra Capital Management
California
$9K
ETC
665
Exchange Traded Concepts
Oklahoma
$7.69K -$7.5K -125 -51%
VWA
666
Valued Wealth Advisors
Utah
$7.53K +$7.5K +125 New
LB
667
Legacy Bridge
Iowa
$7.11K
GPI
668
General Partner Inc
Pennsylvania
$7.11K
FMTCOCP
669
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
SSB
670
Sandy Spring Bank
Maryland
$6.59K
SSG
671
Summit Securities Group
New York
$6K
TVAMP
672
Tennessee Valley Asset Management Partners
Tennessee
$5.95K +$5.52K +92 New
CFB
673
Cullen/Frost Bankers
Texas
$5.49K -$517K -8,615 -99%
WWM
674
Wolff Wiese Magana
California
$4.85K
NECFA
675
New England Capital Financial Advisors
Connecticut
$4.65K

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.