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Toyota
TM

368 hedge funds and large institutions have $3.3B invested in Toyota in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 137 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 98

0.02% more ownership

Funds ownership: 0.71% → 0.73% (+0.02%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

2% less capital invested

Capital invested by funds: $3.36B → $3.3B (-$63.6M)

1% less funds holding

Funds holding: 373 → 368 (-5)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

30% less call options, than puts

Call options by funds: $73.8M | Put options by funds: $106M

Holders
368
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
9.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.22%
New
39
Increased
137
Reduced
98
Closed
39
Calls
$73.8M
Puts
$106M
Net Calls
-$32M
Net Calls Change
+$46.6M

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
+$50.5M
2
Morgan Stanley
Morgan Stanley
New York
+$39.1M
3
CIM
Calvert Investment Management
Maryland
+$28.6M
4
Renaissance Technologies
Renaissance Technologies
New York
+$22.4M
5
RFC
Russell Frank Company
Washington
+$21.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$33.4M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$30.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$23.7M
4
MNA
Manning & Napier Advisors
New York
-$15.1M
5
MICM
Matthews International Capital Management
California
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
301
Archford Capital Strategies
Illinois
$38K – – –
OC
302
Oakworth Capital
Alabama
$37K – – –
ASN
303
Advisory Services Network
Georgia
$37K +$2.34K +17 +7%
WEC
304
Winslow Evans & Crocker
Massachusetts
$36.1K -$2.76K -20 -7%
JWA
305
JFS Wealth Advisors
Pennsylvania
$36K – – –
WTB
306
Washington Trust Bank
Washington
$34K – – –
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$32K +$32.9K +239 New
TFA
308
Transamerica Financial Advisors
Florida
$31K -$110K -796 -78%
CP
309
Corbenic Partners
Pennsylvania
$30K – – –
AWS
310
Aris Wealth Services
Pennsylvania
$30K +$28.5K +207 +1,479%
BFEC
311
Benjamin F. Edwards & Company
Missouri
$29K – – –
BKA
312
Brick & Kyle Associates
Pennsylvania
$29K – – –
CB
313
Community Bank
New York
$27K – – –
DOA
314
D'Orazio & Associates
Virginia
$27K – – –
FANJ
315
Financial Architects (New Jersey)
New Jersey
$27K – – –
TDC
316
Thompson Davis & Co
Virginia
$27K – – –
AA
317
Apriem Advisors
California
$27K +$6.89K +50 +33%
Fiera Capital (Canada)
318
Fiera Capital (Canada)
Quebec, Canada
$25.8K +$2.56M +18,595 +11%
TRCT
319
Tower Research Capital (TRC)
New York
$25K +$12.4K +90 +92%
LNB
320
Ledyard National Bank
$24K – – –
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
PSC
322
Prentiss Smith & Co
Vermont
$22K – – –
BWA
323
Burt Wealth Advisors
Maryland
$21K +$20.7K +150 New
TWA
324
TCI Wealth Advisors
Arizona
$21K +$21.2K +154 New
AIM
325
Advantage Investment Management
Iowa
$20K – – –
11 12
13
14 15

TM Hedge Fund Activity: Q2 2015 in Review

368 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q2 2015, worth a combined $3.3B — down 1.9% from $3.36B a quarter earlier.

Fund positioning in TM was balanced in Q2 2015: 39 funds opened new positions, 39 closed out, 137 added to existing stakes and 98 trimmed.

The largest buyer was Thornburg Investment Management, adding an estimated $50.5M. The largest seller was Franklin Resources, cutting an estimated $33.4M.

  • 368 institutional investors held Toyota (TM) as of Q2 2015, down from 373 in Q1 2015.
  • Funds reported $3.3B of Toyota stock for Q2 2015, down 1.9% quarter-over-quarter.
  • 39 funds opened new Toyota positions in Q2 2015 and 39 closed out, a net change of 0 holders.
  • The largest Toyota buyer in Q2 2015 was Thornburg Investment Management, an estimated $50.5M added.
  • The largest Toyota seller in Q2 2015 was Franklin Resources, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2015.