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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
RPCONE
676
Retirement Planning Company of New England
Rhode Island
$15K +$14.6K +200 New
ACM
677
Antonetti Capital Management
Florida
$13K -$7.29K -100 -36%
TC
678
Truvestments Capital
Florida
$13K – – –
Nisa Investment Advisors
679
Nisa Investment Advisors
Missouri
$13K +$11.8K +162 New
MBFW
680
Morton Brown Family Wealth
Pennsylvania
$13K +$12.7K +174 New
VRS
681
Virginia Retirement Systems
Virginia
$12.1K -$7.76M -106,500 -40%
BWL
682
Bogart Wealth LLC
Virginia
$12K – – –
BCA
683
Bray Capital Advisors
Florida
$12K – – –
FMTCOCP
684
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
AWM
685
Accel Wealth Management
Iowa
$12K +$73 +1 +0.6%
CSB
686
City State Bank
Iowa
$12K +$11.2K +153 New
SFFS
687
Stonehage Fleming Financial Services
Jersey
$12K +$11.4K +157 New
KA
688
Kozak & Associates
Colorado
$12K +$11.7K +160 New
ASBI
689
American State Bank (Iowa)
Iowa
$11.3K – – –
RG
690
Retirement Group
California
$11K +$10.2K +140 New
LSA
691
Leonteq Securities AG
Switzerland
$10.5K -$5.69K -78 -41%
RA
692
Rise Advisors
New York
$10.1K +$9.62K +132 New
DHGWA
693
Dixon Hughes Goodman Wealth Advisors
North Carolina
$9K +$8.38K +115 New
WB
694
West Bancorporation
Iowa
$9K +$8.82K +121 New
LB
695
Legacy Bridge
Iowa
$8K – – –
ACA
696
Atlas Capital Advisors
Wyoming
$7.67K -$31.3K -429 -81%
ADL
697
Asset Dedication LLC
California
$7K – – –
PK
698
Pflug Koory
Nebraska
$7K – – –
SCA
699
Stonebridge Capital Advisors
Minnesota
$7K – – –
TCM
700
Tradewinds Capital Management
Washington
$7K – – –
26 27
28
29 30

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.