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340 hedge funds and large institutions have $2.11B invested in Toyota in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

2% more funds holding

Funds holding: 332340 (+8)

4% more capital invested

Capital invested by funds: $2.03B → $2.11B (+$78.3M)

0.01% less ownership

Funds ownership: 0.5%0.49% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

57% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $64.5M

Holders
340
Holders Change
+8
Holders Change %
+2.41%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
109
Reduced
99
Closed
28
Calls
$28.1M
Puts
$64.5M
Net Calls
-$36.5M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
301
Savior LLC
Massachusetts
$9K
TCOV
302
Trust Company of Vermont
Vermont
$8K -$1.95K -15 -20%
FMP
303
Financial Management Professionals
Texas
$8K
PWMG
304
Prestige Wealth Management Group
New Jersey
$7K -$780 -6 -11%
GRP
305
Global Retirement Partners
California
$7K
IA
306
IFP Advisors
Florida
$7K
LWANC
307
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
BBL
308
Beck Bode LLC
Massachusetts
$7K +$6.5K +50 New
PCM
309
Prelude Capital Management
New York
$7K +$6.5K +50 New
DI
310
Disciplined Investments
Oklahoma
$6K
LFG
311
LifePlan Financial Group
Ohio
$6K
MF
312
Manchester Financial
California
$6K
KFS
313
Kelly Financial Services
Massachusetts
$5.72K
WTC
314
WhitTier Trust Company
Nevada
$5K
CS
315
Candriam SCA
Luxembourg
$5K +$130 +1 +3%
TPCW
316
TD Private Client Wealth
New York
$4.5K
HWM
317
HighMark Wealth Management
Minnesota
$4K
RIA
318
RPG Investment Advisory
California
$4K
NFG
319
Next Financial Group
Texas
$4K +$3.51K +27 New
FP
320
Fiduciary Planning
Florida
$4K +$4.29K +33 New
LWM
321
Liberty Wealth Management
California
$3K
CMBA
322
C.M. Bidwell & Associates
Hawaii
$3K +$2.73K +21 New
CA
323
Crewe Advisors
Utah
$3K +$2.73K +21 New
HPC
324
HM Payson & Co
Maine
$3K +$3.12K +24 New
SC
325
Slow Capital
California
$3K +$3.38K +26 New

TM Hedge Fund Activity: Q3 2020 in Review

340 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q3 2020, worth a combined $2.11B — up 3.9% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TM positions and 28 closed out — a net gain of 12 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $27.8M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $60.2M sold.

  • 340 institutional investors held Toyota (TM) as of Q3 2020, up from 332 in Q2 2020.
  • Funds reported $2.11B of Toyota stock for Q3 2020, up 3.9% quarter-over-quarter.
  • 40 funds opened new Toyota positions in Q3 2020 and 28 closed out, a net change of +12 holders.
  • The largest Toyota buyer in Q3 2020 was Fisher Asset Management, an estimated $27.8M added.
  • The largest Toyota seller in Q3 2020 was Adage Capital Partners, an estimated $60.2M sold.

Based on aggregated 13F filings for Q3 2020.