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Toronto Dominion Bank

701 hedge funds and large institutions have $56.3B invested in Toronto Dominion Bank in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 288 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $890M | Put options by funds: $539M

9% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 70

0.65% more ownership

Funds ownership: 51.75%52.4% (+0.65%)

0% more funds holding

Funds holding: 701701 (0)

2% less funds holding in top 10

Funds holding in top 10: 4746 (-1)

7% less capital invested

Capital invested by funds: $60.2B → $56.3B (-$3.92B)

28% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 288

Holders
701
Holders Change
Holders Change %
0%
% of All Funds
10.1%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
0.66%
New
76
Increased
206
Reduced
288
Closed
70
Calls
$890M
Puts
$539M
Net Calls
+$351M
Net Calls Change
+$8.99M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
676
ICA Group Wealth Management
Colorado
$3.32K
SWS
677
SYSTM Wealth Solutions
Illinois
$3.26K -$15.1K -250 -82%
CCM
678
Copeland Capital Management
Pennsylvania
$3.08K
GJIA
679
Glass Jacobson Investment Advisors
Maryland
$3.02K
NSIM
680
North Star Investment Management
Illinois
$2.9K +$2.9K +48 New
PGAM
681
Princeton Global Asset Management
New Jersey
$2.84K
BIA
682
Bell Investment Advisors
California
$2.78K -$725 -12 -21%
SHIM
683
Stone House Investment Management
Pennsylvania
$2.48K +$2.48K +41 New
SAM
684
Smartleaf Asset Management
Massachusetts
$2.18K +$2.17K +36 New
TCM
685
Tradewinds Capital Management
Washington
$1.99K
VWM
686
Venturi Wealth Management
Texas
$1.99K
GI
687
GAMMA Investing
California
$1.51K
BCMLT
688
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.33K +$1.33K +22 New
WIA
689
Wetzel Investment Advisors
Indiana
$1.2K
MIA
690
MeadowBrook Investment Advisors
Michigan
$1.15K
SIC
691
SJS Investment Consulting
Ohio
$967
MSG
692
Main Street Group
Virginia
$843
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$725 -$19.7K -326 -96%
FGAM
694
Financial Gravity Asset Management
Texas
$668 +$483 +8 +400%
TCM
695
TD Capital Management
Tennessee
$664 +$664 +11 New
CIR
696
Clear Investment Research
Georgia
$604
CWA
697
Carolina Wealth Advisors
South Carolina
$603
APW
698
Atlantic Private Wealth
North Carolina
$483
FCAS
699
First Command Advisory Services
Texas
$242 +$242 +4 New
AP
700
Atwood & Palmer
Missouri
$121

TD Hedge Fund Activity: Q1 2024 in Review

701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2024, worth a combined $56.3B — down 6.5% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new TD positions and 70 closed out — a net gain of 6 holders — while 206 added to existing stakes and 288 trimmed.

The largest buyer was British Columbia Investment Management, adding an estimated $464M. The largest seller was Morgan Stanley, cutting an estimated $298M.

  • 701 institutional investors held Toronto Dominion Bank (TD) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $56.3B of Toronto Dominion Bank stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 76 funds opened new Toronto Dominion Bank positions in Q1 2024 and 70 closed out, a net change of +6 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2024 was British Columbia Investment Management, an estimated $464M added.
  • The largest Toronto Dominion Bank seller in Q1 2024 was Morgan Stanley, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2024.