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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
CHJWM
376
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$672K -4,805 Closed
QIM
377
Quantitative Investment Management
Virginia
– -$643K -4,600 Closed
TI
378
Turner Investments
Pennsylvania
– -$592K -4,233 Closed
MFS
379
Monetta Financial Services
Illinois
– -$574K -4,100 Closed
IA
380
Icon Advisers
Colorado
– -$560K -4,000 Closed
USAA
381
United Services Automobile Association
Texas
– -$529K -3,781 Closed
PSI
382
Pinnacle Summer Investments
Virginia
– -$408K -2,920 Closed
MFS
383
MSI Financial Services
Massachusetts
– -$400K -2,859 Closed
EFS
384
Essex Financial Services
Connecticut
– -$371K -2,650 Closed
BCM
385
Bluefin Capital Management
New York
– -$350K -2,500 Closed
FNYS
386
First New York Securities
New York
– -$350K -2,500 Closed
ICM
387
IMS Capital Management
Oregon
– -$312K -2,230 Closed
LS
388
Lupo Securities
Illinois
– -$297K -2,126 Closed
DHFB
389
Dixon Hubard Feinour & Brown
Virginia
– -$290K -2,075 Closed
FAB
390
First American Bank
Illinois
– -$276K -1,975 Closed
LNC
391
Lincoln National Corp
Pennsylvania
– -$272K -1,946 Closed
V
392
Veritable
Delaware
– -$257K -1,837 Closed
VAM
393
Visium Asset Management
New York
– -$254K -1,818 Closed
SWP
394
Stratos Wealth Partners
Ohio
– -$241K -1,729 Closed
American Century Companies
395
American Century Companies
Missouri
– -$237K -1,695 Closed
PVWM
396
Point View Wealth Management
New Jersey
– -$222K -1,586 Closed
PIC
397
Portland Investment Counsel
Ontario, Canada
– -$210K -1,500 Closed
RCM
398
Reynolds Capital Management
Nevada
– -$210K -1,500 Closed
HCM
399
Howland Capital Management
Massachusetts
– -$201K -1,437 Closed
Walleye Trading
400
Walleye Trading
New York
– -$180K -1,303 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.