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Toronto Dominion Bank

439 hedge funds and large institutions have $42.4B invested in Toronto Dominion Bank in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $153M | Put options by funds: $87.3M

1.01% more ownership

Funds ownership: 52.69%53.7% (+1%)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 168

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

2% less funds holding

Funds holding: 449439 (-10)

9% less capital invested

Capital invested by funds: $46.7B → $42.4B (-$4.26B)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

Holders
439
Holders Change
-10
Holders Change %
-2.23%
% of All Funds
11.7%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.25%
New
47
Increased
166
Reduced
168
Closed
53
Calls
$153M
Puts
$87.3M
Net Calls
+$65.3M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.07B +$82.3M +1,915,487 +1%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.56B -$6.28M -146,110 -0.2%
CIBC World Market
3
CIBC World Market
Ontario, Canada
$3.51B +$21.7M +504,605 +0.6%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.38B -$126M -2,935,484 -5%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$2.38B +$12M +279,962 +0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.26B -$51.8M -1,204,920 -2%
IGIM
7
I.G. Investment Management
Manitoba, Canada
$1.24B +$103M +2,403,994 +9%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.16B -$20.7M -480,927 -2%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$1.05B -$1.02M -23,785 -0.1%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$1.01B -$52.2M -1,213,722 -5%
Canada Life
11
Canada Life
Manitoba, Canada
$880M -$26.6M -619,890 -3%
Vanguard Group
12
Vanguard Group
Pennsylvania
$839M +$842M +19,590,083 New
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$833M -$15.9M -370,000 -2%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$755M -$321M -7,476,547 -30%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$682M -$55.5M -1,292,385 -8%
Norges Bank
16
Norges Bank
Norway
$662M -$36.4M -846,036 -5%
Franklin Resources
17
Franklin Resources
California
$614M +$32.4M +754,721 +6%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$521M +$14.1M +328,052 +3%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$489M +$23M +535,621 +5%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$480M -$5.4M -125,663 -1%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$465M +$6.94M +161,473 +2%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$382M +$55.5M +1,291,552 +22%
Invesco
23
Invesco
Georgia
$361M -$6.32M -146,977 -2%
UBS Group
24
UBS Group
Switzerland
$349M +$106M +2,460,712 +43%
Legal & General Group
25
Legal & General Group
United Kingdom
$321M +$10.2M +236,574 +3%

TD Hedge Fund Activity: Q1 2015 in Review

439 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q1 2015, worth a combined $42.4B — down 9.1% from $46.7B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TD and 47 opened new positions — a net loss of 6 holders — while 168 trimmed existing stakes and 166 added.

The largest buyer was Vanguard Group, opening a new position worth an estimated $842M. The largest seller was 1832 Asset Management, cutting an estimated $321M.

  • 439 institutional investors held Toronto Dominion Bank (TD) as of Q1 2015, down from 449 in Q4 2014.
  • Funds reported $42.4B of Toronto Dominion Bank stock for Q1 2015, down 9.1% quarter-over-quarter.
  • 47 funds opened new Toronto Dominion Bank positions in Q1 2015 and 53 closed out, a net change of -6 holders.
  • The largest Toronto Dominion Bank buyer in Q1 2015 was Vanguard Group, an estimated $842M added.
  • The largest Toronto Dominion Bank seller in Q1 2015 was 1832 Asset Management, an estimated $321M sold.

Based on aggregated 13F filings for Q1 2015.