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373 hedge funds and large institutions have $3.36B invested in Toyota in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

10% more capital invested

Capital invested by funds: $3.04B → $3.36B (+$319M)

6% more funds holding

Funds holding: 352373 (+21)

0% less ownership

Funds ownership: 0.71%0.71% (-0%)

3% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 121

59% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $132M

Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
9.94%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
48
Increased
117
Reduced
121
Closed
23
Calls
$53.5M
Puts
$132M
Net Calls
-$78.6M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
226
National Planning Corporation
California
$326K -$23.2K -174 -7%
PMG
227
ProVise Management Group
Florida
$322K +$307K +2,300 New
FVCM
228
F&V Capital Management
Florida
$321K -$1.87K -14 -0.6%
SPC
229
Stewart & Patten Company
California
$318K -$26.7K -200 -8%
CRC
230
Curi RMB Capital
Illinois
$315K -$117K -874 -28%
State Street
231
State Street
Massachusetts
$315K
B
232
Baird
Wisconsin
$314K -$26.6K -199 -8%
ICM
233
IMS Capital Management
Oregon
$312K
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$311K +$280K +2,094 +1,598%
CNB
235
City National Bank
California
$308K +$48.7K +365 +20%
TU
236
TDAM USA
Ontario, Canada
$306K -$8.28K -62 -3%
FM
237
Foster & Motley
Ohio
$301K +$287K +2,150 New
LS
238
Lupo Securities
Illinois
$297K -$205K -1,539 -42%
FDS
239
First Dallas Securities
Texas
$297K -$73.4K -550 -21%
RBC
240
Ronald Blue & Co
Georgia
$297K +$283K +2,119 New
AAM
241
Auxier Asset Management
Oregon
$290K -$50.1K -375 -15%
DHFB
242
Dixon Hubard Feinour & Brown
Virginia
$290K +$277K +2,075 New
FB
243
Fulton Bank
Pennsylvania
$278K +$11.2K +84 +4%
WS
244
Wedbush Securities
California
$278K +$265K +1,988 New
FAB
245
First American Bank
Illinois
$276K
OAM
246
Oberweis Asset Management
Illinois
$275K
AIA
247
Avalon Investment & Advisory
Texas
$273K +$260K +1,948 New
LNC
248
Lincoln National Corp
Pennsylvania
$272K +$2.67K +20 +1%
Dodge & Cox
249
Dodge & Cox
California
$270K
ATIA
250
American Trust Investment Advisors
New Hampshire
$270K +$42.7K +320 +20%

TM Hedge Fund Activity: Q1 2015 in Review

373 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q1 2015, worth a combined $3.36B — up 10% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TM positions and 23 closed out — a net gain of 25 holders — while 117 added to existing stakes and 121 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56.8M. The largest seller was Thornburg Investment Management, cutting an estimated $50.7M.

  • 373 institutional investors held Toyota (TM) as of Q1 2015, up from 352 in Q4 2014.
  • Funds reported $3.36B of Toyota stock for Q1 2015, up 10% quarter-over-quarter.
  • 48 funds opened new Toyota positions in Q1 2015 and 23 closed out, a net change of +25 holders.
  • The largest Toyota buyer in Q1 2015 was Morgan Stanley, an estimated $56.8M added.
  • The largest Toyota seller in Q1 2015 was Thornburg Investment Management, an estimated $50.7M sold.

Based on aggregated 13F filings for Q1 2015.