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Toronto Dominion Bank

430 hedge funds and large institutions have $47.2B invested in Toronto Dominion Bank in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 156 increasing their positions, 143 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

9% more funds holding in top 10

Funds holding in top 10: 4751 (+4)

2% more funds holding

Funds holding: 423430 (+7)

9% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 143

9% more call options, than puts

Call options by funds: $158M | Put options by funds: $146M

1.66% less ownership

Funds ownership: 53.59%51.93% (-1.7%)

7% less capital invested

Capital invested by funds: $50.9B → $47.2B (-$3.73B)

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
12.47%
Holding in Top 10
51
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.51%
% of All Funds
1.48%
New
37
Increased
156
Reduced
143
Closed
26
Calls
$158M
Puts
$146M
Net Calls
+$12.4M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CGT
201
Capital Guardian Trust
California
$2.17M
CIA
202
Covington Investment Advisors
Pennsylvania
$2.17M -$34.5K -665 -1%
QT
203
Quantbot Technologies
New York
$2.1M +$1.77M +34,056 +400%
FC
204
FIC Capital
New York
$2.09M
HighTower Advisors
205
HighTower Advisors
Illinois
$2.09M -$117K -2,252 -5%
VOYA Investment Management
206
VOYA Investment Management
Georgia
$2.04M -$97.1K -1,870 -4%
BG
207
BlackRock Group
United Kingdom
$2M +$17.1K +330 +0.8%
PCM
208
Parsons Capital Management
Rhode Island
$2M +$20.9K +402 +1%
BCAM
209
Boston Common Asset Management
Massachusetts
$1.98M +$273K +5,260 +15%
BMO
210
Beck Mack & Oliver
New York
$1.93M
HDIM
211
Hanson & Doremus Investment Management
Vermont
$1.92M -$6.23K -120 -0.2%
State Street
212
State Street
Massachusetts
$1.9M
Citadel Advisors
213
Citadel Advisors
Florida
$1.85M -$1.76M -33,916 -47%
EAM
214
EULAV Asset Management
Florida
$1.85M
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$1.82M +$143K +2,754 +8%
GC
216
Grimes & Company
Massachusetts
$1.81M
Creative Planning
217
Creative Planning
Kansas
$1.78M +$34.1K +658 +2%
CAM
218
Cypress Asset Management
Texas
$1.78M +$63.6K +1,225 +4%
AAM
219
Advisors Asset Management
Colorado
$1.75M -$1.55M -29,934 -46%
KJHP
220
K.J. Harrison & Partners
Ontario, Canada
$1.72M -$52.7K -1,016 -3%
KeyBank National Association
221
KeyBank National Association
Ohio
$1.72M +$45.3K +872 +3%
BIC
222
Bridges Investment Counsel
Nebraska
$1.7M -$1.56K -30 -0.1%
SCA
223
Stonebridge Capital Advisors
Minnesota
$1.7M -$153K -2,950 -8%
MA
224
MUFG Americas
New York
$1.69M -$400K -7,715 -18%
Nomura Asset Management
225
Nomura Asset Management
Japan
$1.66M

TD Hedge Fund Activity: Q3 2014 in Review

430 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2014, worth a combined $47.2B — down 7.3% from $50.9B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TD positions and 26 closed out — a net gain of 11 holders — while 156 added to existing stakes and 143 trimmed.

The largest buyer was UBS, adding an estimated $195M. The largest seller was Norges Bank, cutting an estimated $868M.

  • 430 institutional investors held Toronto Dominion Bank (TD) as of Q3 2014, up from 423 in Q2 2014.
  • Funds reported $47.2B of Toronto Dominion Bank stock for Q3 2014, down 7.3% quarter-over-quarter.
  • 37 funds opened new Toronto Dominion Bank positions in Q3 2014 and 26 closed out, a net change of +11 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2014 was UBS, an estimated $195M added.
  • The largest Toronto Dominion Bank seller in Q3 2014 was Norges Bank, an estimated $868M sold.

Based on aggregated 13F filings for Q3 2014.