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Toronto Dominion Bank

423 hedge funds and large institutions have $50.9B invested in Toronto Dominion Bank in 2014 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 158 increasing their positions, 148 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

16% more call options, than puts

Call options by funds: $203M | Put options by funds: $174M

10% more capital invested

Capital invested by funds: $46.1B → $50.9B (+$4.83B)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

2% more funds holding

Funds holding: 415423 (+8)

7% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 148

0.89% more ownership

Funds ownership: 52.71%53.59% (+0.89%)

Holders
423
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
12.16%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.35%
New
42
Increased
158
Reduced
148
Closed
32
Calls
$203M
Puts
$174M
Net Calls
+$28.6M
Net Calls Change
+$68.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.3B +$71.3M +1,469,321 +0.9%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.28B +$14.5M +299,673 +0.4%
CIBC World Market
3
CIBC World Market
Ontario, Canada
$4.14B +$17.7M +365,078 +0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.09B -$4.58M -94,399 -0.2%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$2.8B -$10.1M -207,400 -0.4%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$2.65B -$41.6M -856,565 -2%
Norges Bank
7
Norges Bank
Norway
$1.72B +$812M +16,724,991 +100%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.47B -$64.1M -1,321,306 -4%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$1.34B -$67.3M -1,385,563 -5%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$1.26B +$14.6M +301,740 +1%
IGIM
11
I.G. Investment Management
Manitoba, Canada
$1.18B -$55.8M -1,149,270 -5%
Canada Life
12
Canada Life
Manitoba, Canada
$1.05B -$29.7M -610,959 -3%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$988M +$25.2M +519,833 +3%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$970M +$225M +4,635,988 +33%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$952M -$266M -5,482,032 -23%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$940M +$56.5M +1,164,754 +7%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$610M -$36.8M -759,115 -6%
Franklin Resources
18
Franklin Resources
California
$591M +$24.5M +504,761 +5%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$581M +$20.1M +413,175 +4%
GCC
20
Guardian Capital (Canada)
Ontario, Canada
$559M -$19.9M -410,622 -4%
Invesco
21
Invesco
Georgia
$450M -$1.25M -25,650 -0.3%
GMI
22
Greystone Managed Investments
Saskatchewan, Canada
$430M -$42M -865,307 -9%
Bank of America
23
Bank of America
North Carolina
$430M +$34M +701,291 +9%
SRAIM
24
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$403M -$20.6M -424,377 -5%
Legal & General Group
25
Legal & General Group
United Kingdom
$386M -$6.11M -125,913 -2%

TD Hedge Fund Activity: Q2 2014 in Review

423 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q2 2014, worth a combined $50.9B — up 10% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TD positions and 32 closed out — a net gain of 10 holders — while 158 added to existing stakes and 148 trimmed.

The largest buyer was Norges Bank, adding an estimated $812M. The largest seller was 1832 Asset Management, cutting an estimated $266M.

  • 423 institutional investors held Toronto Dominion Bank (TD) as of Q2 2014, up from 415 in Q1 2014.
  • Funds reported $50.9B of Toronto Dominion Bank stock for Q2 2014, up 10% quarter-over-quarter.
  • 42 funds opened new Toronto Dominion Bank positions in Q2 2014 and 32 closed out, a net change of +10 holders.
  • The largest Toronto Dominion Bank buyer in Q2 2014 was Norges Bank, an estimated $812M added.
  • The largest Toronto Dominion Bank seller in Q2 2014 was 1832 Asset Management, an estimated $266M sold.

Based on aggregated 13F filings for Q2 2014.