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Toronto Dominion Bank

587 hedge funds and large institutions have $53.8B invested in Toronto Dominion Bank in 2017 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 32

54% more call options, than puts

Call options by funds: $138M | Put options by funds: $89.8M

13% more funds holding

Funds holding: 521587 (+66)

3% more capital invested

Capital invested by funds: $52.5B → $53.8B (+$1.32B)

0.68% less ownership

Funds ownership: 50.17%49.5% (-0.68%)

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

8% less funds holding in top 10

Funds holding in top 10: 6055 (-5)

Holders
587
Holders Change
+66
Holders Change %
+12.67%
% of All Funds
13.31%
Holding in Top 10
55
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.33%
% of All Funds
1.25%
New
100
Increased
182
Reduced
196
Closed
32
Calls
$138M
Puts
$89.8M
Net Calls
+$48.4M
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.9B -$216M -3,779,726 -3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.81B -$211M -3,694,931 -5%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$3.02B -$62.1M -1,086,565 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3B -$198M -3,469,084 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.58B +$84.8M +1,483,724 +3%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$2.05B +$33.1M +578,913 +2%
Bank of America
7
Bank of America
North Carolina
$1.59B +$26.2M +458,348 +2%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$1.48B -$11.6M -203,765 -0.8%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.48B -$23.3M -408,159 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.46B
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$1.25B +$760M +13,296,812 +167%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$1.14B -$50.9M -890,206 -4%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.06B -$88.9M -1,556,228 -8%
Canada Life
14
Canada Life
Manitoba, Canada
$1.03B -$25.4M -443,897 -2%
Norges Bank
15
Norges Bank
Norway
$1.03B +$22.1M +386,003 +2%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$953M +$202M +3,527,079 +28%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$894M +$211M +3,687,174 +32%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$836M +$80.2M +1,403,919 +11%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$599M +$13.1M +228,549 +3%
Franklin Resources
20
Franklin Resources
California
$594M -$3.19M -55,833 -0.5%
Capital World Investors
21
Capital World Investors
California
$542M -$10.6M -184,999 -2%
Viking Global Investors
22
Viking Global Investors
Connecticut
$521M -$42.4M -742,886 -8%
GCC
23
Guardian Capital (Canada)
Ontario, Canada
$513M -$17.9M -313,414 -3%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$509M +$20M +350,373 +4%
Capital Research Global Investors
25
Capital Research Global Investors
California
$482M -$85.7M -1,500,000 -15%

TD Hedge Fund Activity: Q4 2017 in Review

587 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Toronto Dominion Bank (TD) for Q4 2017, worth a combined $53.8B — up 2.5% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new TD positions and 32 closed out — a net gain of 68 holders — while 182 added to existing stakes and 196 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $760M. The largest seller was Arrowstreet Capital, cutting an estimated $241M.

  • 587 institutional investors held Toronto Dominion Bank (TD) as of Q4 2017, up from 521 in Q3 2017.
  • Funds reported $53.8B of Toronto Dominion Bank stock for Q4 2017, up 2.5% quarter-over-quarter.
  • 100 funds opened new Toronto Dominion Bank positions in Q4 2017 and 32 closed out, a net change of +68 holders.
  • The largest Toronto Dominion Bank buyer in Q4 2017 was Mackenzie Financial, an estimated $760M added.
  • The largest Toronto Dominion Bank seller in Q4 2017 was Arrowstreet Capital, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2017.