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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$9.27M
MWNA
152
Marshall Wace North America
New York
$9.09M +$5.26M +92,700 +134%
SAM
153
Sycomore Asset Management
France
$8.73M
FM
154
Foster & Motley
Ohio
$8.23M -$840K -14,813 -9%
Ameriprise
155
Ameriprise
Minnesota
$8.21M -$619K -10,922 -7%
Creative Planning
156
Creative Planning
Kansas
$8.09M -$471K -8,308 -5%
FWCM
157
Ferguson Wellman Capital Management
Oregon
$7.92M +$124K +2,195 +2%
RMC
158
Resources Management Corp
Connecticut
$7.74M -$14.7K -260 -0.2%
PIC
159
Portland Investment Counsel
Ontario, Canada
$7.48M -$90.7K -1,600 -1%
KJHP
160
K.J. Harrison & Partners
Ontario, Canada
$7.39M +$1.57M +27,732 +27%
CGH
161
Crossmark Global Holdings
Texas
$7.32M -$24.9K -439 -0.3%
FAF
162
Första AP-fonden
Sweden
$7.3M +$323K +5,700 +5%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$6.75M +$207K +3,656 +3%
MME
164
Meag Munich Ergo
Germany
$6.31M +$669K +11,800 +12%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$6.17M -$76.4K -1,348 -1%
AHC
166
Adell Harriman & Carpenter
Texas
$6.1M +$14.2K +250 +0.2%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$6.08M +$484K +8,534 +9%
VHAM
168
Van Hulzen Asset Management
California
$6.08M -$160K -2,824 -3%
N
169
Nuveen
North Carolina
$5.93M +$1.7K +30 +0%
JG
170
Jefferies Group
New York
$5.9M +$5.96M +105,134 New
FT
171
Fiduciary Trust
Massachusetts
$5.88M +$25.5K +450 +0.4%
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$5.72M +$786K +13,853 +16%
VanEck Associates
173
VanEck Associates
New York
$5.58M +$256K +4,523 +5%
Truist Financial
174
Truist Financial
North Carolina
$5.55M +$5.61M +98,928 New
BPC
175
Banque Pictet & Cie
Switzerland
$5.42M -$109K -1,917 -2%

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.