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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
MSFP
326
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
IWMPD
327
Integrated Wealth Management (Palm Desert)
California
$19K -$1.52K -11 -7%
CCS
328
Crosspoint Capital Strategies
California
$19K – – –
LWM
329
Lenox Wealth Management
Ohio
$19K +$13.8K +100 +250%
LWM
330
LBA Wealth Management
Florida
$17K – – –
CFA
331
Carroll Financial Associates
North Carolina
$17K +$6.89K +50 +65%
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$15.6K +$17.9K +130 New
VCM
333
Vigilant Capital Management
Maine
$15K – – –
CHP
334
Cable Hill Partners
Oregon
$14K – – –
DAM
335
Delta Asset Management
Tennessee
$14K – – –
ECM
336
Estabrook Capital Management
New York
$13.4K – – –
GAM
337
Gemmer Asset Management
California
$13K – – –
QCG
338
Quadrant Capital Group
Ohio
$13K +$13.8K +100 New
P
339
Palladiem
Pennsylvania
$12K – – –
BIM
340
BlackRock Investment Management
Delaware
$11K +$9.93K +72 +800%
KCPG
341
Kavar Capital Partners Group
Kansas
$11K +$11.9K +86 New
CFSG
342
Community Financial Services Group
Vermont
$10K – – –
PSUF
343
People's United Financial
Connecticut
$9K – – –
HFM
344
Hartford Financial Management
Connecticut
$9K +$9.79K +71 New
GWS
345
Glassman Wealth Services
Virginia
$7K – – –
TCOV
346
Trust Company of Vermont
Vermont
$7K – – –
BCM
347
Brookstone Capital Management
Illinois
$5K +$4.96K +36 New
MFBTD
348
MB Financial Bank - Trust Department
Illinois
$5K +$4.96K +36 New
RCG
349
Ruggie Capital Group
Florida
$5K +$4.96K +36 New
FPFS
350
First Personal Financial Services
North Carolina
$4K – – –
12 13
14
15 16

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.