We are live on ! Find out more

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
WOC
301
West Oak Capital
California
$56K +$15.9K +119 +42%
CTC
302
Central Trust Company
Missouri
$52K +$30K +225 +152%
CG
303
Colony Group
Massachusetts
$50K
MWAN
304
Mariner Wealth Advisors (NYC)
Kansas
$50K +$48.1K +360 New
DVM
305
Dreman Value Management
Florida
$47K
AF
306
Allworth Financial
California
$46K +$44.2K +331 New
NSIM
307
North Star Investment Management
Illinois
$45K
Bessemer Group
308
Bessemer Group
New Jersey
$44K -$35K -262 -46%
MCM
309
Manchester Capital Management
Vermont
$43K -$280K -2,097 -87%
TJHA
310
Thomas J. Herzfeld Advisors
Florida
$42K +$29.9K +224 +284%
FCCM
311
First City Capital Management
Georgia
$42K
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K
WEC
313
Winslow Evans & Crocker
Massachusetts
$40.6K
ACS
314
Archford Capital Strategies
Illinois
$39K -$1.2K -9 -3%
Twin Tree Management
315
Twin Tree Management
Texas
$39K +$37.4K +280 New
JWA
316
JFS Wealth Advisors
Pennsylvania
$38K -$32K -240 -47%
OC
317
Oakworth Capital
Alabama
$38K
ASN
318
Advisory Services Network
Georgia
$37K -$1.2K -9 -3%
WTB
319
Washington Trust Bank
Washington
$36K -$6.67K -50 -16%
CYG
320
Clean Yield Group
Vermont
$36K +$34.7K +260 New
BFEC
321
Benjamin F. Edwards & Company
Missouri
$31K
CP
322
Corbenic Partners
Pennsylvania
$31K
BKA
323
Brick & Kyle Associates
Pennsylvania
$30K
TDC
324
Thompson Davis & Co
Virginia
$29K -$9.35K -70 -26%
CB
325
Community Bank
New York
$28K

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.