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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
FGAM
676
Financial Gravity Asset Management
Texas
$6.3K -$7.62K -118 -64%
ADL
677
Asset Dedication LLC
California
$6K
PK
678
Pflug Koory
Nebraska
$6K
PCM
679
Penserra Capital Management
California
$6K +$6.33K +98 New
SCA
680
Stonebridge Capital Advisors
Minnesota
$5.89K
IAA
681
Independent Advisor Alliance
North Carolina
$5.81K +$3.3M +51,095 +132%
AAMA
682
Advanced Asset Management Advisors
Ohio
$5.38K +$5.36K +83 New
JFG
683
JDM Financial Group
Texas
$5.18K +$5.17K +80 New
WWM
684
Wolff Wiese Magana
California
$4.86K
NECFA
685
New England Capital Financial Advisors
Connecticut
$4.8K +$4.65K +72 New
AIM
686
Anchor Investment Management
South Carolina
$3.95K
AWM
687
Avior Wealth Management
Nebraska
$3.88K
SIS
688
Sound Income Strategies
Florida
$3.76K -$12.9K -200 -78%
CYG
689
Clean Yield Group
Vermont
$3.56K +$3.55K +55 New
PFBT
690
Parkside Financial Bank & Trust
Missouri
$3.56K +$3.55K +55 New
CAS
691
Coppell Advisory Solutions
Texas
$3.37K +$3.36K +52 New
CASC
692
Coppell Advisory Solutions Corp
Texas
$3.37K +$3.36K +52 New
GJIA
693
Glass Jacobson Investment Advisors
Maryland
$3.24K +$3.23K +50 New
CWC
694
Carolinas Wealth Consulting
North Carolina
$3.17K +$3.17K +49 New
HGWM
695
Harvest Group Wealth Management
Massachusetts
$3.11K
CCM
696
Copeland Capital Management
Pennsylvania
$3K
BWA
697
BDO Wealth Advisors
Florida
$2.85K -$128K -1,988 -98%
HWM
698
HighMark Wealth Management
Minnesota
$2.67K
IGWM
699
ICA Group Wealth Management
Colorado
$2.59K +$2.58K +40 New
TCM
700
Tradewinds Capital Management
Washington
$2.14K

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.