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Toronto Dominion Bank

382 hedge funds and large institutions have $44.8B invested in Toronto Dominion Bank in 2013 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

15% more capital invested

Capital invested by funds: $39B → $44.8B (+$5.75B)

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

3% more funds holding

Funds holding: 371382 (+11)

1.65% more ownership

Funds ownership: 106.52%108.17% (+1.6%)

2% less funds holding in top 10

Funds holding in top 10: 5049 (-1)

15% less call options, than puts

Call options by funds: $227M | Put options by funds: $269M

Holders
382
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
12.39%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
1.59%
New
39
Increased
143
Reduced
127
Closed
24
Calls
$227M
Puts
$269M
Net Calls
-$41.6M
Net Calls Change
-$74.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.23B -$62.8M -1,477,380 -0.9%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.64B +$166M +3,900,238 +5%
CIBC World Market
3
CIBC World Market
Ontario, Canada
$3.58B +$20.1M +471,832 +0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.68B +$79.7M +1,875,200 +3%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$2.49B -$92.9M -2,186,910 -4%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$2.38B -$20.9M -491,862 -0.9%
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.43B -$54.9M -1,291,172 -4%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$1.27B -$44M -1,035,968 -4%
IGIM
9
I.G. Investment Management
Manitoba, Canada
$1.19B -$78M -1,834,800 -6%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$1.11B +$85.8M +2,019,026 +9%
Canada Life
11
Canada Life
Manitoba, Canada
$1.06B +$54.2M +1,274,556 +6%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$921M -$240M -5,655,932 -22%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$877M +$86.6M +2,037,676 +12%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$837M +$33.2M +780,690 +5%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$766M +$3.86M +90,890 +0.5%
Norges Bank
16
Norges Bank
Norway
$750M +$94M +2,212,164 +15%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$677M -$77.7M -1,828,228 -11%
GMI
18
Greystone Managed Investments
Saskatchewan, Canada
$594M -$48.8M -1,147,576 -8%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$530M +$15.4M +362,944 +3%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$499M +$45.8M +1,076,868 +11%
Franklin Resources
21
Franklin Resources
California
$486M +$18.5M +435,198 +4%
Capital World Investors
22
Capital World Investors
California
$477M -$31M -730,000 -6%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$475M +$194M +4,569,798 +77%
SRAIM
24
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$453M -$24.8M -583,896 -6%
Invesco
25
Invesco
Georgia
$396M -$10.8M -253,664 -3%

TD Hedge Fund Activity: Q3 2013 in Review

382 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q3 2013, worth a combined $44.8B — up 15% from $39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new TD positions and 24 closed out — a net gain of 15 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $289M. The largest seller was 1832 Asset Management, cutting an estimated $240M.

  • 382 institutional investors held Toronto Dominion Bank (TD) as of Q3 2013, up from 371 in Q2 2013.
  • Funds reported $44.8B of Toronto Dominion Bank stock for Q3 2013, up 15% quarter-over-quarter.
  • 39 funds opened new Toronto Dominion Bank positions in Q3 2013 and 24 closed out, a net change of +15 holders.
  • The largest Toronto Dominion Bank buyer in Q3 2013 was Mawer Investment Management, an estimated $289M added.
  • The largest Toronto Dominion Bank seller in Q3 2013 was 1832 Asset Management, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2013.