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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
FANJ
326
Financial Architects (New Jersey)
New Jersey
$28K
HPBT
327
High Point Bank & Trust
North Carolina
$28K
DOA
328
D'Orazio & Associates
Virginia
$28K +$26.7K +200 New
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$25K -$172K -1,290 -88%
LNB
330
Ledyard National Bank
$25K
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$24K
PSC
332
Prentiss Smith & Co
Vermont
$23K
S
333
SignatureFD
Georgia
$22K +$3.47K +26 +20%
GWM
334
Gupta Wealth Management
California
$22K +$21K +157 New
AIM
335
Advantage Investment Management
Iowa
$21K
AA
336
Apriem Advisors
California
$21K
KCM
337
Karp Capital Management
California
$21K
MSFP
338
Mark Sheptoff Financial Planning
Connecticut
$21K
IWMPD
339
Integrated Wealth Management (Palm Desert)
California
$21K +$20.8K +156 New
CCS
340
Crosspoint Capital Strategies
California
$20K +$19.4K +145 New
LWM
341
LBA Wealth Management
Florida
$17K
RPG
342
Risk Paradigm Group
Texas
$16.8K +$16K +120 New
AllianceBernstein
343
AllianceBernstein
Tennessee
$15K -$18.4K -138 -56%
DAM
344
Delta Asset Management
Tennessee
$15K
VCM
345
Vigilant Capital Management
Maine
$15K
CHP
346
Cable Hill Partners
Oregon
$14K
GAM
347
Gemmer Asset Management
California
$14K
TRCT
348
Tower Research Capital (TRC)
New York
$14K +$13.1K +98 New
BWFA
349
Baltimore-Washington Financial Advisors
Maryland
$14K +$13.3K +100 New
ECM
350
Estabrook Capital Management
New York
$14K

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.