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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
GAM
326
Gemmer Asset Management
California
$4K -$7.21K -54 -62%
WTC
327
WhitTier Trust Company
Nevada
$4K
CS
328
Candriam SCA
Luxembourg
$4K +$4.14K +31 New
AA
329
AlphaMark Advisors
Kentucky
$4K +$4.81K +36 New
HWM
330
HighMark Wealth Management
Minnesota
$3K -$267 -2 -6%
LWM
331
Liberty Wealth Management
California
$3K
GWS
332
Glassman Wealth Services
Virginia
$3K +$934 +7 +50%
GSWM
333
Golden State Wealth Management
California
$3K +$3.87K +29 New
ME
334
McIlrath & Eck
Washington
$2K
NFG
335
Next Financial Group
Texas
$2K
SA
336
SRH Advisors
Kansas
$2K
VNA
337
Valley National Advisers
Pennsylvania
$2K
DWM
338
Darwin Wealth Management
Florida
$2K +$2.54K +19 New
KFS
339
Kelly Financial Services
Massachusetts
$1.56K
FA
340
Forefront Analytics
Pennsylvania
$1.2K +$1.33K +10 New
TFS
341
TrustCore Financial Services
Tennessee
$1K -$4.94K -37 -76%
CMA
342
Cedar Mountain Advisors
Oregon
$1K
PMFA
343
Plante Moran Financial Advisors
Michigan
$1K
TFA
344
Toth Financial Advisory
Virginia
$1K
TCM
345
Tradewinds Capital Management
Washington
$1K
AWA
346
Arkadios Wealth Advisors
Georgia
$240 +$267 +2 New
WIM
347
Westside Investment Management
California
$53 +$60.1K +450 New
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$6.33M -45,050 Closed
Citadel Advisors
349
Citadel Advisors
Florida
-$4.47M -33,470 Closed
TNBTD
350
Trustmark National Bank Trust Department
Mississippi
-$3.11M -22,155 Closed

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.