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Toronto Dominion Bank

624 hedge funds and large institutions have $45.1B invested in Toronto Dominion Bank in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 186 increasing their positions, 242 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $149M | Put options by funds: $134M

0.1% more ownership

Funds ownership: 49.46%49.56% (+0.1%)

9% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 90

2% less funds holding

Funds holding: 636624 (-12)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

18% less capital invested

Capital invested by funds: $55.2B → $45.1B (-$10.1B)

23% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 242

Holders
624
Holders Change
-12
Holders Change %
-1.89%
% of All Funds
13.9%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.18%
New
82
Increased
186
Reduced
242
Closed
90
Calls
$149M
Puts
$134M
Net Calls
+$15.1M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
676
Kelleher Financial Advisors
New York
-$215K -3,537 Closed
SCI
677
Stableford Capital II
Arizona
-$215K -3,532 Closed
IP
678
Investment Partners
Ohio
-$456 -3,519 Closed
SP
679
Successful Portfolios
Florida
-$214K -3,514 Closed
IRC
680
Investors Research Corp
Georgia
-$211K -3,478 Closed
CFSG
681
Community Financial Services Group
Vermont
-$209K -3,436 Closed
KFC
682
Klingenstein Fields & Co
New York
-$200K -3,295 Closed
CFA
683
Camarda Financial Advisors
Florida
-$173K -2,852 Closed
ACA
684
Atlas Capital Advisors
Wyoming
-$148K -2,455 Closed
MWPCG
685
Measured Wealth Private Client Group
New Hampshire
-$90K -1,496 Closed
ZB
686
Zions Bancorporation
Utah
-$68K -1,113 Closed
LIA
687
LS Investment Advisors
Michigan
-$55K -900 Closed
KF
688
Krilogy Financial
Missouri
-$53K -867 Closed
OBWP
689
O'Brien Wealth Partners
Massachusetts
-$51K -839 Closed
DBG
690
De Burlo Group
Massachusetts
-$51K -838 Closed
PWAG
691
Polaris Wealth Advisory Group
California
-$49K -800 Closed
AA
692
Ancora Advisors
Ohio
-$41K -675 Closed
WC
693
Whitney & Co
New York
-$33K -582 Closed
EA
694
Elm Advisors
California
-$26K -425 Closed
TFS
695
TrustCore Financial Services
Tennessee
-$22K -365 Closed
PS
696
Portfolio Strategies
New York
-$15K -250 Closed
MYIA
697
Mount Yale Investment Advisors
Colorado
-$12K -208 Closed
MCM
698
Mainstay Capital Management
Michigan
-$12K -200 Closed
EDRH
699
Edmond de Rothschild Holding
Switzerland
-$12K -196 Closed
APP
700
Avantax Planning Partners
Iowa
-$10K -168 Closed