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Toronto Dominion Bank

451 hedge funds and large institutions have $42.1B invested in Toronto Dominion Bank in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 140 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $269M | Put options by funds: $77.8M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 140

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 443451 (+8)

4% less capital invested

Capital invested by funds: $43.6B → $42.1B (-$1.53B)

1.02% less ownership

Funds ownership: 53.78%52.76% (-1%)

Holders
451
Holders Change
+8
Holders Change %
+1.81%
% of All Funds
12.03%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.25%
New
48
Increased
171
Reduced
140
Closed
36
Calls
$269M
Puts
$77.8M
Net Calls
+$191M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
151
Suntrust Banks
Georgia
$3.99M +$3.84M +88,164 +1,875%
BTS
152
BB&T Securities
Virginia
$3.92M +$779K +17,899 +24%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$3.76M +$3.27M +75,147 +599%
CT
154
Coastline Trust
Rhode Island
$3.63M +$273K +6,270 +8%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$3.59M -$827 -19 -0%
HighTower Advisors
156
HighTower Advisors
Illinois
$3.51M -$48.1K -1,104 -1%
SCM
157
Stevens Capital Management
Pennsylvania
$3.5M +$2.54M +58,385 +253%
Ameriprise
158
Ameriprise
Minnesota
$3.43M +$301K +6,917 +9%
GC
159
Guggenheim Capital
Illinois
$3.4M -$129K -2,972 -4%
ERIM
160
Eagle Ridge Investment Management
Connecticut
$3.31M +$11.8K +270 +0.4%
LPL Financial
161
LPL Financial
California
$3.3M -$3.53M -81,167 -51%
LSV Asset Management
162
LSV Asset Management
Illinois
$3.24M
FM
163
Family Management
New York
$3.24M +$3.28M +75,375 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$3.23M -$79.3K -1,822 -2%
UCFA
165
United Capital Financial Advisors
Texas
$3.2M +$2.97M +68,297 +1,132%
SBAM
166
Santa Barbara Asset Management
California
$3.15M +$24.7K +568 +1%
CIA
167
Covington Investment Advisors
Pennsylvania
$3.06M -$17.4K -400 -0.6%
AAIM
168
American Assets Investment Management
California
$3M
IWA
169
Intercontinental Wealth Advisors
Texas
$2.98M -$209K -4,802 -6%
M&T Bank
170
M&T Bank
New York
$2.96M +$2.33M +53,425 +344%
BCP
171
Blue Chip Partners
Michigan
$2.95M +$320K +7,345 +12%
BCAM
172
Boston Common Asset Management
Massachusetts
$2.87M +$153K +3,505 +6%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$2.8M -$1.87K -43 -0.1%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$2.71M
ADMI
175
Albert D. Mason Inc
Massachusetts
$2.67M +$9.79K +225 +0.4%

TD Hedge Fund Activity: Q2 2016 in Review

451 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q2 2016, worth a combined $42.1B — down 3.5% from $43.6B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TD positions and 36 closed out — a net gain of 12 holders — while 171 added to existing stakes and 140 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $427M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $1.12B sold.

  • 451 institutional investors held Toronto Dominion Bank (TD) as of Q2 2016, up from 443 in Q1 2016.
  • Funds reported $42.1B of Toronto Dominion Bank stock for Q2 2016, down 3.5% quarter-over-quarter.
  • 48 funds opened new Toronto Dominion Bank positions in Q2 2016 and 36 closed out, a net change of +12 holders.
  • The largest Toronto Dominion Bank buyer in Q2 2016 was Mackenzie Financial, an estimated $427M added.
  • The largest Toronto Dominion Bank seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2016.