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Toronto Dominion Bank

398 hedge funds and large institutions have $44.1B invested in Toronto Dominion Bank in 2013 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 149 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

4% more funds holding

Funds holding: 382398 (+16)

2% less capital invested

Capital invested by funds: $44.8B → $44.1B (-$693M)

1.49% less ownership

Funds ownership: 108.17%106.68% (-1.5%)

10% less funds holding in top 10

Funds holding in top 10: 4944 (-5)

14% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 149

31% less call options, than puts

Call options by funds: $222M | Put options by funds: $322M

Holders
398
Holders Change
+16
Holders Change %
+4.19%
% of All Funds
11.55%
Holding in Top 10
44
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.2%
% of All Funds
1.28%
New
48
Increased
128
Reduced
149
Closed
28
Calls
$222M
Puts
$322M
Net Calls
-$99.6M
Net Calls Change
-$58M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.6B +$23.2M +509,578 +0.3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.81B -$1.11M -24,342 -0%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.75B -$50.8M -1,117,402 -2%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$2.62B +$8.04M +176,718 +0.3%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$2.47B -$20.6M -451,980 -0.9%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$1.9B +$37.9M +833,080 +1%
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.43B -$62.7M -1,378,170 -4%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$1.32B -$11.2M -245,038 -0.9%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$1.28B -$20M -439,060 -2%
IGIM
10
I.G. Investment Management
Manitoba, Canada
$1.21B -$31.5M -691,200 -3%
Canada Life
11
Canada Life
Manitoba, Canada
$1.07B -$39.8M -875,232 -4%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$986M +$21.7M +477,770 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$920M +$4.05M +88,952 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$893M -$9.37M -205,904 -1%
Norges Bank
15
Norges Bank
Norway
$806M +$22.2M +487,600 +3%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$780M -$19.5M -428,420 -3%
Franklin Resources
17
Franklin Resources
California
$538M +$28.3M +622,088 +6%
GMI
18
Greystone Managed Investments
Saskatchewan, Canada
$537M -$80.9M -1,776,754 -13%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$535M -$17.4M -382,196 -3%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$511M -$10.7M -235,650 -2%
Capital World Investors
21
Capital World Investors
California
$489M -$10M -220,000 -2%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$469M -$25.3M -556,532 -5%
SRAIM
23
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$464M -$22.6M -497,408 -5%
Invesco
24
Invesco
Georgia
$403M -$10.2M -224,630 -3%
Deutsche Bank
25
Deutsche Bank
Germany
$392M +$8.67M +190,536 +2%

TD Hedge Fund Activity: Q4 2013 in Review

398 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2013, worth a combined $44.1B — down 1.5% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TD positions and 28 closed out — a net gain of 20 holders — while 128 added to existing stakes and 149 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $119M. The largest seller was ING Group, exiting entirely with an estimated $156M sold.

  • 398 institutional investors held Toronto Dominion Bank (TD) as of Q4 2013, up from 382 in Q3 2013.
  • Funds reported $44.1B of Toronto Dominion Bank stock for Q4 2013, down 1.5% quarter-over-quarter.
  • 48 funds opened new Toronto Dominion Bank positions in Q4 2013 and 28 closed out, a net change of +20 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2013 was Credit Suisse, an estimated $119M added.
  • The largest Toronto Dominion Bank seller in Q4 2013 was ING Group, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2013.