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Toronto Dominion Bank

382 hedge funds and large institutions have $44.8B invested in Toronto Dominion Bank in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $39B → $44.8B (+$5.75B)

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

3% more funds holding

Funds holding: 371382 (+11)

1.65% more ownership

Funds ownership: 106.52%108.17% (+1.6%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

15% less call options, than puts

Call options by funds: $227M | Put options by funds: $269M

Holders
382
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
12.39%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
1.59%
New
39
Increased
143
Reduced
127
Closed
24
Calls
$227M
Puts
$269M
Net Calls
-$41.6M
Net Calls Change
-$74.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
126
Washington Trust
Rhode Island
$6.59M +$288K +6,776 +5%
CAM
127
Capstone Asset Management
Texas
$5.95M +$453K +10,660 +9%
Wells Fargo
128
Wells Fargo
California
$5.62M -$2.9M -68,280 -35%
Fisher Asset Management
129
Fisher Asset Management
Washington
$5.58M -$733K -17,252 -12%
FAAS
130
First Allied Advisory Services
California
$5.12M +$4.75M +111,680 New
Dimensional Fund Advisors
131
Dimensional Fund Advisors
Texas
$5.06M +$549K +12,922 +13%
WT
132
Whittier Trust
California
$4.97M +$54.7K +1,288 +1%
FAAM
133
First Allied Asset Management
California
$4.91M +$4.55M +107,034 New
PI
134
Putnam Investments
Massachusetts
$4.76M +$253K +5,956 +6%
First Trust Advisors
135
First Trust Advisors
Illinois
$4.76M -$105K -2,476 -2%
QBFM
136
QS Batterymarch Financial Management
New York
$4.71M
RA
137
Rational Advisors
New York
$4.66M +$2.38M +56,000 +118%
WB
138
WesBanco Bank
West Virginia
$4.58M -$51.8K -1,220 -1%
PPA
139
Parametric Portfolio Associates
Washington
$4.45M +$727K +17,104 +21%
UBS AM
140
UBS AM
Illinois
$4.25M
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$4.23M -$220K -5,186 -5%
SC
142
Saturna Capital
Washington
$4.19M +$17K +400 +0.4%
CT
143
Coastline Trust
Rhode Island
$3.92M +$93.1K +2,190 +3%
NB
144
NBT Bank
New York
$3.49M +$440K +10,360 +15%
AHC
145
Adell Harriman & Carpenter
Texas
$3.32M -$12.8K -300 -0.4%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$3.19M +$2.07M +48,712 +221%
KIA
147
KCM Investment Advisors
California
$3.15M +$203K +4,774 +7%
LG
148
Laidlaw Group
New York
$3.09M -$314K -7,378 -10%
SSG
149
Summit Securities Group
New York
$3.05M +$2.88M +67,800 New
WJA
150
Williams Jones & Associates
New York
$3.02M -$2.78M -65,380 -49%

TD Hedge Fund Activity: Q3 2013 in Review

382 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2013, worth a combined $44.8B — up 15% from $39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TD positions and 24 closed out — a net gain of 15 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $289M. The largest seller was 1832 Asset Management, cutting an estimated $240M.

  • 382 institutional investors held Toronto Dominion Bank (TD) as of Q3 2013, up from 371 in Q2 2013.
  • Funds reported $44.8B of Toronto Dominion Bank stock for Q3 2013, up 15% quarter-over-quarter.
  • 39 funds opened new Toronto Dominion Bank positions in Q3 2013 and 24 closed out, a net change of +15 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2013 was Mawer Investment Management, an estimated $289M added.
  • The largest Toronto Dominion Bank seller in Q3 2013 was 1832 Asset Management, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2013.