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Toronto Dominion Bank

634 hedge funds and large institutions have $49.8B invested in Toronto Dominion Bank in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 195 increasing their positions, 252 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $263M | Put options by funds: $129M

31% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $45.1B → $49.8B (+$4.73B)

2% more funds holding

Funds holding: 624634 (+10)

0.07% more ownership

Funds ownership: 49.56%49.63% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

23% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 252

Holders
634
Holders Change
+10
Holders Change %
+1.6%
% of All Funds
13.72%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.15%
New
67
Increased
195
Reduced
252
Closed
51
Calls
$263M
Puts
$129M
Net Calls
+$135M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
151
Foster & Motley
Ohio
$9.35M -$193K -3,489 -2%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$9.27M +$5.98M +108,258 +450%
Ameriprise
153
Ameriprise
Minnesota
$9.15M -$1.69M -30,632 -15%
Balyasny Asset Management
154
Balyasny Asset Management
Illinois
$9.14M +$7.55M +136,520 +430%
Creative Planning
155
Creative Planning
Kansas
$8.93M -$208K -3,762 -2%
RC
156
Randolph Company
Ohio
$8.89M +$9.05M +163,723 New
EP
157
Elkfork Partners
Oregon
$8.7M -$184K -3,332 -2%
TU
158
TDAM USA
Ontario, Canada
$8.6M -$173K -3,128 -2%
FAF
159
Första AP-fonden
Sweden
$8.48M -$171K -3,100 -2%
CGH
160
Crossmark Global Holdings
Texas
$8.31M +$4.09K +74 +0%
ZIG
161
Zurich Insurance Group
Switzerland
$8.21M +$4.25M +76,799 +103%
Barclays
162
Barclays
United Kingdom
$7.38M -$4.43M -80,114 -37%
FWCM
163
Ferguson Wellman Capital Management
Oregon
$7.37M +$420K +7,592 +6%
BTS
164
BB&T Securities
Virginia
$7.33M -$108K -1,959 -1%
GHCM
165
Glen Harbor Capital Management
California
$7.16M -$152K -2,744 -2%
Macquarie Group
166
Macquarie Group
Australia
$6.67M +$515K +9,317 +8%
LSV Asset Management
167
LSV Asset Management
Illinois
$6.66M -$38.7K -700 -0.6%
ACM
168
AlphaCrest Capital Management
New York
$6.13M +$5.89M +106,478 +1,676%
SBAM
169
Santa Barbara Asset Management
California
$6.08M +$2.23M +40,282 +56%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$5.93M -$29.1K -527 -0.5%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$5.88M -$977K -17,680 -14%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$5.74M +$4.73M +85,620 +428%
BPC
173
Banque Pictet & Cie
Switzerland
$5.64M -$2.5M -45,183 -30%
PNAA
174
Pictet North America Advisors
Switzerland
$5.64M -$2.5M -45,183 -30%
MCIM
175
Meadow Creek Investment Management
Georgia
$5.63M -$119K -2,156 -2%

TD Hedge Fund Activity: Q1 2019 in Review

634 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2019, worth a combined $49.8B — up 10% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new TD positions and 51 closed out — a net gain of 16 holders — while 195 added to existing stakes and 252 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $403M. The largest seller was Royal Bank of Canada, cutting an estimated $438M.

  • 634 institutional investors held Toronto Dominion Bank (TD) as of Q1 2019, up from 624 in Q4 2018.
  • Funds reported $49.8B of Toronto Dominion Bank stock for Q1 2019, up 10% quarter-over-quarter.
  • 67 funds opened new Toronto Dominion Bank positions in Q1 2019 and 51 closed out, a net change of +16 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2019 was Bank of Montreal, an estimated $403M added.
  • The largest Toronto Dominion Bank seller in Q1 2019 was Royal Bank of Canada, an estimated $438M sold.

Based on aggregated 13F filings for Q1 2019.