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532 hedge funds and large institutions have $3.84B invested in Toyota in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 198 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 39

71% more call options, than puts

Call options by funds: $294M | Put options by funds: $172M

56% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 127

13% more capital invested

Capital invested by funds: $3.39B → $3.84B (+$451M)

11% more funds holding

Funds holding: 478532 (+54)

0.02% more ownership

Funds ownership: 0.12%0.13% (+0.02%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
532
Holders Change
+54
Holders Change %
+11.3%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
99
Increased
198
Reduced
127
Closed
39
Calls
$294M
Puts
$172M
Net Calls
+$122M
Net Calls Change
-$1.62B
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
PDS Planning
Ohio
$507K -$4.92K -27 -1%
PCIA
227
Prime Capital Investment Advisors
Kansas
$507K +$504K +2,762 New
SPG
228
Strategic Planning Group
Utah
$495K +$492K +2,700 New
BCM
229
Bayesian Capital Management
New York
$495K +$492K +2,698 New
CAWM
230
Capital Advisors Wealth Management
Washington
$494K +$25.5K +140 +5%
SG Americas Securities
231
SG Americas Securities
New York
$487K +$484K +2,657 New
AWC
232
Abundance Wealth Counselors
Pennsylvania
$486K -$7.11K -39 -1%
AP
233
Americana Partners
Texas
$472K +$470K +2,576 New
JIC
234
Johnson Investment Counsel
Ohio
$465K +$68.7K +377 +17%
LDB
235
Lee, Danner & Bass
Tennessee
$462K
AP
236
Advisors Preferred
Maryland
$461K +$463K +2,541 New
GI
237
Gradient Investments
Minnesota
$461K +$416K +2,280 +979%
BFS
238
Bradley Foster & Sargent
Connecticut
$459K +$78K +428 +21%
UBS AM
239
UBS AM
Illinois
$458K
MIC
240
Meridian Investment Counsel
California
$451K +$102K +560 +29%
EAM
241
Eagle Asset Management
Florida
$449K -$25.2K -138 -5%
CSS
242
Cubist Systematic Strategies
Connecticut
$447K -$3.94M -21,638 -90%
CC
243
Callan Capital
California
$438K +$435K +2,386 New
WFI
244
West Family Investments
California
$437K
CAM
245
Campion Asset Management
Virginia
$434K
KPWS
246
Kestra Private Wealth Services
Texas
$427K +$3.65K +20 +0.9%
KeyBank National Association
247
KeyBank National Association
Ohio
$420K +$149K +815 +55%
Millennium Management
248
Millennium Management
New York
$419K -$2.27M -12,429 -84%
IAA
249
Independent Advisor Alliance
North Carolina
$418K +$34.3K +188 +9%
BHPW
250
Beverly Hills Private Wealth
California
$414K -$20.8K -114 -5%

TM Hedge Fund Activity: Q4 2023 in Review

532 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q4 2023, worth a combined $3.84B — up 13% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new TM positions and 39 closed out — a net gain of 60 holders — while 198 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $315M. The largest seller was Bank of America, cutting an estimated $52.1M.

  • 532 institutional investors held Toyota (TM) as of Q4 2023, up from 478 in Q3 2023.
  • Funds reported $3.84B of Toyota stock for Q4 2023, up 13% quarter-over-quarter.
  • 99 funds opened new Toyota positions in Q4 2023 and 39 closed out, a net change of +60 holders.
  • The largest Toyota buyer in Q4 2023 was Morgan Stanley, an estimated $315M added.
  • The largest Toyota seller in Q4 2023 was Bank of America, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2023.