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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$3.46M -$49.1K -865 -1%
RG
202
Rathbones Group
United Kingdom
$3.39M -$12.8K -225 -0.4%
IF
203
Insight Folios
North Carolina
$3.36M +$3.39M +59,788 New
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$3.31M +$3.35M +59,018 New
TCOV
205
Trust Company of Vermont
Vermont
$3.28M -$31.8K -561 -1%
MIM
206
Manitou Investment Management
Ontario, Canada
$3.1M +$27.4K +484 +0.9%
CAM
207
Claret Asset Management
Quebec, Canada
$2.99M -$103K -1,822 -3%
MFG
208
Monte Financial Group
Connecticut
$2.99M -$35.9K -633 -1%
BCP
209
Blue Chip Partners
Michigan
$2.87M -$93.2K -1,643 -3%
ACM
210
Azimuth Capital Management
Michigan
$2.79M -$17.1K -302 -0.6%
ACM
211
Advisors Capital Management
New Jersey
$2.65M +$2.68M +47,207 New
PP
212
Pacifica Partners
Canada
$2.57M +$2.59M +45,746 New
DCP
213
DSM Capital Partners
Florida
$2.5M +$2.53M +44,600 New
ARMC
214
American Research & Management Company
Massachusetts
$2.48M -$17K -300 -0.7%
JMPWA
215
JP Morgan Private Wealth Advisors
California
$2.43M +$31.7K +559 +1%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$2.32M -$125K -2,205 -5%
PFO
217
Pathstone Family Office
New Jersey
$2.31M
CCM
218
Cox Capital Management
Massachusetts
$2.21M +$63.5K +1,119 +3%
AG
219
Advisor Group
Arizona
$2.19M +$493K +8,693 +29%
SXL
220
Summit X LLC
Missouri
$2.16M +$144K +2,541 +7%
CCMINC
221
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.15M -$14.3K -253 -0.7%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$2.13M +$12K +212 +0.6%
KIA
223
KCM Investment Advisors
California
$2.07M -$66.6K -1,174 -3%
PCM
224
Parsons Capital Management
Rhode Island
$2.04M -$45.1K -795 -2%
DFA
225
Delta Financial Advisors
Louisiana
$2.03M -$22.7K -400 -1%

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.