Toyota
373 hedge funds and large institutions have $2.28B invested in Toyota in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 131 reducing their positions, and 35 closing their positions.
14% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 35
0% more funds holding
Funds holding: 372 → 373 (+1)
0.05% less ownership
Funds ownership: 0.6% → 0.56% (-0.05%)
5% less capital invested
Capital invested by funds: $2.41B → $2.28B (-$132M)
15% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 131
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
33% less call options, than puts
Call options by funds: $59.2M | Put options by funds: $88.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$11M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
+$10.8M |
| 3 |
Jane Street
New York
|
+$10.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$9.73M |
| 5 |
GPC
Glacier Peak Capital
Bellevue,
Washington
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$91.1M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$76.3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$28.1M |
| 4 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$13.3M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$8.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFSG
401
Community Financial Services Group
Newport,
Vermont
| – | -$9K | -75 | Closed |
|
|
CCS
402
Crosspoint Capital Strategies
Orinda,
California
| – | -$6K | -55 | Closed |
|
|
RCG
403
Ruggie Capital Group
Tavares,
Florida
| – | -$5K | -36 | Closed |
|
|
FPFS
404
First Personal Financial Services
Charlotte,
North Carolina
| – | -$4K | -26 | Closed |
|
|
AAM
405
American Asset Management
Boca Raton,
Florida
| – | -$2K | -20 | Closed |
|
|
NMIS
406
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$2K | -14 | Closed |
|
|
LFR
407
Lehman Financial Resources
Media,
Pennsylvania
| – | -$1K | -10 | Closed |
|
408
Nordea Investment Management
Stockholm,
Sweden
| – | -$1K | -7 | Closed |
|
|
MPWT
409
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$588 | -5 | Closed |
|
410
BlackRock
New York
| – | +$495 | +4 | New |
|
TM Hedge Fund Activity: Q4 2015 in Review
373 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q4 2015, worth a combined $2.28B — down 5.4% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new TM positions and 35 closed out — a net gain of 5 holders — while 112 added to existing stakes and 131 trimmed.
The largest buyer was SEI Investments, adding an estimated $11M. The largest seller was Morgan Stanley, cutting an estimated $91.1M.
- 373 institutional investors held Toyota (TM) as of Q4 2015, up from 372 in Q3 2015.
- Funds reported $2.28B of Toyota stock for Q4 2015, down 5.4% quarter-over-quarter.
- 40 funds opened new Toyota positions in Q4 2015 and 35 closed out, a net change of +5 holders.
- The largest Toyota buyer in Q4 2015 was SEI Investments, an estimated $11M added.
- The largest Toyota seller in Q4 2015 was Morgan Stanley, an estimated $91.1M sold.
Based on aggregated 13F filings for Q4 2015.