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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
GRP
301
Global Retirement Partners
California
$298K +$9.3K +51 +3%
CAG
302
Csenge Advisory Group
Florida
$296K +$294K +1,613 New
CTC
303
Central Trust Company
Missouri
$294K +$2.73K +15 +0.9%
RFC
304
Regions Financial Corp
Alabama
$293K -$12.6K -69 -4%
TD Asset Management
305
TD Asset Management
Ontario, Canada
$292K +$290K +1,593 New
LNC
306
Lincoln National Corp
Pennsylvania
$292K -$189K -1,039 -40%
VIM
307
Vista Investment Management
Pennsylvania
$290K +$11.8K +65 +4%
CWP
308
Curated Wealth Partners
California
$288K
NHC
309
Nicholas Hoffman & Company
Georgia
$286K
Invesco
310
Invesco
Georgia
$281K +$43.2K +237 +18%
SP
311
Successful Portfolios
Florida
$279K +$277K +1,520 New
SC
312
Sapient Capital
Indiana
$278K +$276K +1,516 New
MAM
313
McLean Asset Management
Virginia
$276K
BFS
314
Bard Financial Services
Connecticut
$275K
AAM
315
Auxier Asset Management
Oregon
$270K -$21.1K -116 -7%
AWM
316
Aberdeen Wealth Management
Illinois
$270K -$54.7K -300 -17%
CFA
317
Cahill Financial Advisors
Minnesota
$270K -$150K -822 -36%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$265K -$9.12K -50 -3%
PVH
319
Psagot Value Holdings
Israel
$265K -$17.3K -95 -6%
BC
320
Bartlett & Co
Ohio
$265K -$9.12K -50 -3%
SCTC
321
Sanibel Captiva Trust Company
Florida
$265K +$263K +1,445 New
AWS
322
Atria Wealth Solutions
New York
$263K +$15.5K +85 +6%
Lido Advisors
323
Lido Advisors
California
$263K +$10.9K +60 +4%
MOS
324
MGO One Seven
Ohio
$262K -$9.12K -50 -3%
SC
325
Savant Capital
Illinois
$260K +$259K +1,418 New

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.