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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
SWA
301
Sutton Wealth Advisors
Florida
$12K
CCM
302
Cribstone Capital Management
Maine
$11K -$12K -90 -50%
RIA
303
RPG Investment Advisory
California
$11K
PWMG
304
Prestige Wealth Management Group
New Jersey
$11K +$9.61K +72 +450%
EWA
305
Evolution Wealth Advisors
Florida
$10K -$4.27K -32 -27%
TCOV
306
Trust Company of Vermont
Vermont
$10K
ABC
307
Associated Banc-Corp
Wisconsin
$10K +$11.1K +83 New
ATC
308
Adirondack Trust Company
New York
$9K
WCG
309
Weaver Consulting Group
California
$9K
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$9K +$267 +2 +3%
FGAM
311
Financial Gravity Asset Management
Texas
$8.19K +$1.33K +10 +17%
SL
312
Savior LLC
Massachusetts
$8K -$7.21K -54 -45%
BCM
313
Bourgeon Capital Management
Connecticut
$8K
KFI
314
Key Financial Inc
Pennsylvania
$8K +$8.28K +62 New
LFG
315
Larson Financial Group
Missouri
$7K
TJHA
316
Thomas J. Herzfeld Advisors
Florida
$7K
TPCW
317
TD Private Client Wealth
New York
$6.36K +$1.2K +9 +20%
GEA
318
Glen Eagle Advisors
New Jersey
$6.1K
GRP
319
Global Retirement Partners
California
$6K
LWANC
320
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
LFG
321
LifePlan Financial Group
Ohio
$6K
TL
322
TrueWealth LLC
Georgia
$6K
VCP
323
Verus Capital Partners
Arizona
$6K
DI
324
Disciplined Investments
Oklahoma
$5K
MF
325
Manchester Financial
California
$5K

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.