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352 hedge funds and large institutions have $1.5B invested in Toyota in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.01% less ownership

Funds ownership: 0.39%0.38% (-0.01%)

2% less call options, than puts

Call options by funds: $42.9M | Put options by funds: $43.8M

4% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 112

4% less funds holding

Funds holding: 366352 (-14)

15% less capital invested

Capital invested by funds: $1.76B → $1.5B (-$260M)

19% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 48

Holders
352
Holders Change
-14
Holders Change %
-3.83%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
39
Increased
108
Reduced
112
Closed
48
Calls
$42.9M
Puts
$43.8M
Net Calls
-$923K
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$37K
IBOK
252
Independence Bank of Kentucky
Kentucky
$36K
OIA
253
Optimum Investment Advisors
Illinois
$36K
SIAS
254
Shine Investment Advisory Services
Colorado
$36K
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
TPWA
256
TRUE Private Wealth Advisors
Oregon
$32K
CYG
257
Clean Yield Group
Vermont
$31K
TSW
258
Thompson Siegel & Walmsley
Virginia
$31K
BWA
259
Burt Wealth Advisors
Maryland
$30K
FP
260
Financial Perspectives
Minnesota
$29.4K
EWP
261
Engrave Wealth Partners
Texas
$29K
CWP
262
CFM Wealth Partners
Texas
$29K +$32.3K +242 New
AF
263
Advisornet Financial
Minnesota
$27K +$2.4K +18 +9%
AIP
264
Ameritas Investment Partners
Nebraska
$26K
EDRH
265
Edmond de Rothschild Holding
Switzerland
$26K
DOA
266
D'Orazio & Associates
Virginia
$24K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$24K
SF
268
Synovus Financial
Georgia
$24K +$7.48K +56 +39%
BWA
269
BDO Wealth Advisors
Florida
$24K +$13.3K +100 +100%
JWA
270
JFS Wealth Advisors
Pennsylvania
$22K
HDIM
271
Hanson & Doremus Investment Management
Vermont
$21K +$23.4K +175 New
CT
272
Caldwell Trust
Florida
$21K
IA
273
IFP Advisors
Florida
$20K -$23.4K -175 -53%
SBL
274
Sargent Bickham Lagudis
Colorado
$20K
MIFH
275
Migdal Insurance & Financial Holdings
Israel
$19K -$11.9K -89 -36%

TM Hedge Fund Activity: Q1 2020 in Review

352 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q1 2020, worth a combined $1.5B — down 15% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TM and 39 opened new positions — a net loss of 9 holders — while 112 trimmed existing stakes and 108 added.

The largest buyer was H&H International Investment, opening a new position worth an estimated $15M. The largest seller was Johanson Financial Advisors, cutting an estimated $33.5M.

  • 352 institutional investors held Toyota (TM) as of Q1 2020, down from 366 in Q4 2019.
  • Funds reported $1.5B of Toyota stock for Q1 2020, down 15% quarter-over-quarter.
  • 39 funds opened new Toyota positions in Q1 2020 and 48 closed out, a net change of -9 holders.
  • The largest Toyota buyer in Q1 2020 was H&H International Investment, an estimated $15M added.
  • The largest Toyota seller in Q1 2020 was Johanson Financial Advisors, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2020.