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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
LSA
676
Leonteq Securities AG
Switzerland
$4.62K -$27K -451 -89%
BIA
677
Bell Investment Advisors
California
$3.75K
SIS
678
Sound Income Strategies
Florida
$3.75K
IGWM
679
ICA Group Wealth Management
Colorado
$3.55K +$3.3K +55 New
MSWM
680
McGlone Suttner Wealth Management
Wisconsin
$3.45K +$3.18K +53 New
BWM
681
BKM Wealth Management
Wisconsin
$3.36K +$3.12K +52 New
CCM
682
Copeland Capital Management
Pennsylvania
$3.3K
GJIA
683
Glass Jacobson Investment Advisors
Maryland
$3.23K
PGAM
684
Princeton Global Asset Management
New Jersey
$3.04K
AIM
685
Anchor Investment Management
South Carolina
$2.78K +$2.58K +43 New
TCM
686
Tradewinds Capital Management
Washington
$2.13K
VWM
687
Venturi Wealth Management
Texas
$2.13K
HWM
688
HighMark Wealth Management
Minnesota
$1.74K
GI
689
GAMMA Investing
California
$1.52K +$1.5K +25 New
GCS
690
Gordian Capital (Singapore)
Singapore
$1.23K
MIA
691
MeadowBrook Investment Advisors
Michigan
$1.23K +$1.14K +19 New
SIC
692
SJS Investment Consulting
Ohio
$1.03K
WIA
693
Wetzel Investment Advisors
Indiana
$1K +$1.26K +21 New
IPW
694
Impact Partnership Wealth
Georgia
$905
MSG
695
Main Street Group
Virginia
$904 +$839 +14 New
CWA
696
Carolina Wealth Advisors
South Carolina
$646
CIR
697
Clear Investment Research
Georgia
$646
APW
698
Atlantic Private Wealth
North Carolina
$517
AP
699
Atwood & Palmer
Missouri
$130
BFS
700
Burkett Financial Services
South Carolina
$129 +$120 +2 New

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.