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Toronto Dominion Bank

638 hedge funds and large institutions have $50.3B invested in Toronto Dominion Bank in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 234 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 45

32% more call options, than puts

Call options by funds: $383M | Put options by funds: $290M

6% more funds holding

Funds holding: 604638 (+34)

0.46% more ownership

Funds ownership: 48.83%49.29% (+0.46%)

3% less capital invested

Capital invested by funds: $52B → $50.3B (-$1.75B)

4% less funds holding in top 10

Funds holding in top 10: 5452 (-2)

20% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 234

Holders
638
Holders Change
+34
Holders Change %
+5.63%
% of All Funds
12.57%
Holding in Top 10
52
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.7%
% of All Funds
1.02%
New
92
Increased
188
Reduced
234
Closed
45
Calls
$383M
Puts
$290M
Net Calls
+$92.8M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
126
Baskin Financial Services
Ontario, Canada
$16.6M +$53.7K +947 +0.3%
AR
127
Advisory Research
Illinois
$15.8M -$48K -847 -0.3%
AIA
128
Avalon Investment & Advisory
Texas
$15.8M +$512K +9,028 +3%
PFM
129
Parsec Financial Management
North Carolina
$15.4M -$210K -3,708 -1%
Neuberger Berman Group
130
Neuberger Berman Group
New York
$15.4M +$8.75M +154,252 +129%
FLII
131
First Long Island Investors
New York
$15.1M +$315K +5,562 +2%
GGI
132
Godsey & Gibb Inc
Virginia
$14.3M +$220K +3,880 +2%
PC
133
Polar Capital
United Kingdom
$14.2M -$268K -4,718 -2%
CIM
134
Corda Investment Management
Texas
$13.6M -$11.8M -207,738 -46%
JAM
135
JCIC Asset Management
Ontario, Canada
$13.1M -$301K -5,299 -2%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$12.7M -$101M -1,777,582 -89%
RJA
137
Raymond James & Associates
Florida
$12.6M -$633K -11,160 -5%
PIC
138
PCJ Investment Counsel
Ontario, Canada
$12.4M +$849K +14,970 +7%
ACM
139
AlphaCrest Capital Management
New York
$12M +$10.2M +179,177 +514%
EVM
140
Eaton Vance Management
Massachusetts
$11.8M -$196K -3,448 -2%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11M +$11.1M +195,064 New
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$10.8M -$1.38M -24,407 -11%
LCM
143
LVM Capital Management
Michigan
$10.5M -$61K -1,075 -0.6%
DR
144
Davis Rea
Ontario, Canada
$10.5M -$705K -12,428 -6%
JFA
145
Johanson Financial Advisors
California
$10.2M +$31.9M +561,805 +5,559%
RE
146
RBC Europe
United Kingdom
$10.1M
CS
147
Candriam SCA
Luxembourg
$9.9M +$939K +16,553 +10%
AC
148
Alexandria Capital
Virginia
$9.79M +$7.6M +134,000 +332%
RC
149
Randolph Company
Ohio
$9.37M +$126K +2,216 +1%
TU
150
TDAM USA
Ontario, Canada
$9.31M -$67.3K -1,187 -0.7%

TD Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2019, worth a combined $50.3B — down 3.4% from $52B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TD positions and 45 closed out — a net gain of 47 holders — while 188 added to existing stakes and 234 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $290M. The largest seller was Acadian Asset Management, cutting an estimated $139M.

  • 638 institutional investors held Toronto Dominion Bank (TD) as of Q4 2019, up from 604 in Q3 2019.
  • Funds reported $50.3B of Toronto Dominion Bank stock for Q4 2019, down 3.4% quarter-over-quarter.
  • 92 funds opened new Toronto Dominion Bank positions in Q4 2019 and 45 closed out, a net change of +47 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2019 was Bank of Nova Scotia, an estimated $290M added.
  • The largest Toronto Dominion Bank seller in Q4 2019 was Acadian Asset Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.