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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
P
351
Palladiem
Pennsylvania
$12K
CFA
352
Carroll Financial Associates
North Carolina
$11K
FWM
353
Focused Wealth Management
New York
$11K
CFSG
354
Community Financial Services Group
Vermont
$10K -$25.5K -191 -72%
PSUF
355
People's United Financial
Connecticut
$9K
WCM
356
Wealthcare Capital Management
Virginia
$9K +$8.68K +65 New
GWS
357
Glassman Wealth Services
Virginia
$7K
TCOV
358
Trust Company of Vermont
Vermont
$7K
CGT
359
Capital Guardian Trust
California
$7K +$4.54K +34 +213%
LWM
360
Lenox Wealth Management
Ohio
$6K
FPFS
361
First Personal Financial Services
North Carolina
$4K
GWA
362
Genesis Wealth Advisors
Massachusetts
$3.46K
HDIM
363
Hanson & Doremus Investment Management
Vermont
$3K
VNA
364
Valley National Advisers
Pennsylvania
$3K +$3.2K +24 New
AWM
365
AllSquare Wealth Management
New York
$2K -$1.47K -11 -44%
AWM
366
Avior Wealth Management
Nebraska
$2K
KTC
367
Kistler-Tiffany Companies
Pennsylvania
$2K
SA
368
SRH Advisors
Kansas
$2K
TCM
369
Tradewinds Capital Management
Washington
$2K
AWS
370
Aris Wealth Services
Pennsylvania
$2K +$1.87K +14 New
Manulife (Manufacturers Life Insurance)
371
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15K -$912K -6,833 -45%
BIM
372
BlackRock Investment Management
Delaware
$1K -$7.74K -58 -87%
AT
373
Arden Trust
Delaware
$231 +$220K +1,646 New
Citadel Advisors
374
Citadel Advisors
Florida
-$2.23M -17,740 Closed
TH
375
Timber Hill
Connecticut
-$2.17M -16,274 Closed

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.