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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
AP
351
Atwood & Palmer
Missouri
$4K +$4.55K +33 New
Lazard Asset Management
352
Lazard Asset Management
New York
$4K +$5.1K +37 New
GWA
353
Genesis Wealth Advisors
Massachusetts
$3.34K – – –
WCM
354
Wealthcare Capital Management
Virginia
$3K -$5.51K -40 -62%
HDIM
355
Hanson & Doremus Investment Management
Vermont
$3K – – –
VNA
356
Valley National Advisers
Pennsylvania
$3K – – –
HA
357
Harfst & Associates
Wyoming
$3K +$3.45K +25 New
AWM
358
AllSquare Wealth Management
New York
$2K – – –
AWM
359
Avior Wealth Management
Nebraska
$2K – – –
SA
360
SRH Advisors
Kansas
$2K – – –
TCM
361
Tradewinds Capital Management
Washington
$2K – – –
BBHC
362
Brown Brothers Harriman & Co
New York
$2K +$2.34K +17 New
RIA
363
Regal Investment Advisors
Michigan
$2K +$2.48K +18 New
1GA
364
1st Global Advisors
Texas
$1.11K -$38.2K -277 -3%
Nordea Investment Management
365
Nordea Investment Management
Sweden
$1K -$68.1K -494 -99%
KTC
366
Kistler-Tiffany Companies
Pennsylvania
$1K -$414 -3 -21%
LFR
367
Lehman Financial Resources
Pennsylvania
$1K +$1.38K +10 New
Manulife (Manufacturers Life Insurance)
368
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$995 -$109K -794 -10%
AT
369
Arden Trust
Delaware
$332 +$116K +841 +51%
MNA
370
Manning & Napier Advisors
New York
– -$15.1M -107,698 Closed
Aristotle Capital Management
371
Aristotle Capital Management
California
– -$13.3M -95,241 Closed
VBCP
372
Vollero Beach Capital Partners
New York
– -$9.58M -68,509 Closed
Lord, Abbett & Co
373
Lord, Abbett & Co
New Jersey
– -$4.16M -29,759 Closed
JGGDR
374
JGP Global Gestao de Recursos
Brazil
– -$1.86M -13,303 Closed
Creative Planning
375
Creative Planning
Kansas
– -$1M -7,152 Closed
13 14
15
16 17

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.