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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
WCA
251
Westover Capital Advisors
Delaware
$412K
CTC
252
Cetera Trust Company
Minnesota
$412K +$409K +2,245 New
PGFC
253
Peapack-Gladstone Financial Corp
New Jersey
$406K
SI
254
Stephens Inc
Arkansas
$396K +$47K +258 +14%
LC
255
Lindbrook Capital
California
$396K +$40.7K +223 +12%
LI
256
Louisbourg Investments
New Brunswick, Canada
$392K +$390K +2,140 New
Balyasny Asset Management
257
Balyasny Asset Management
Illinois
$389K -$14.9K -82 -4%
SWP
258
Stratos Wealth Partners
Ohio
$386K +$26.1K +143 +7%
DCM
259
DGS Capital Management
New Jersey
$383K +$76K +417 +25%
KWM
260
Kingsview Wealth Management
Oregon
$382K -$38.1K -209 -9%
FSA
261
Fort Sheridan Advisors
Illinois
$381K
APWM
262
Argonautica Private Wealth Management
Massachusetts
$376K
MWM
263
Mission Wealth Management
California
$374K -$21.9K -120 -6%
BFG
264
Bleakley Financial Group
New Jersey
$374K -$21.5K -118 -5%
SS
265
Simplicity Solutions
Minnesota
$374K -$21.5K -118 -5%
CHAM
266
Clear Harbor Asset Management
Connecticut
$373K +$6.56K +36 +2%
LIM
267
Leavell Investment Management
Alabama
$367K +$365K +2,000 New
VOYA Investment Management
268
VOYA Investment Management
Georgia
$367K -$301K -1,650 -45%
KV
269
Kickstand Ventures
New York
$364K -$1.82K -10 -0.5%
KOMWMG
270
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K +$1.64K +9 +0.5%
EH
271
Equitable Holdings
New York
$362K +$360K +1,976 New
BJL
272
Brighton Jones LLC
Washington
$361K +$29.9K +164 +9%
AAS
273
Avantax Advisory Services
Texas
$361K +$14.9K +82 +4%
DWM
274
Drive Wealth Management
Utah
$358K +$18.6K +102 +6%
RJT
275
Raymond James Trust
Florida
$356K -$66.9K -367 -16%

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.