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532 hedge funds and large institutions have $3.84B invested in Toyota in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 198 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 39

71% more call options, than puts

Call options by funds: $294M | Put options by funds: $172M

56% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 127

13% more capital invested

Capital invested by funds: $3.39B → $3.84B (+$451M)

11% more funds holding

Funds holding: 478532 (+54)

0.02% more ownership

Funds ownership: 0.12%0.13% (+0.02%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
532
Holders Change
+54
Holders Change %
+11.3%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
99
Increased
198
Reduced
127
Closed
39
Calls
$294M
Puts
$172M
Net Calls
+$122M
Net Calls Change
-$1.62B
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
401
SYSTM Wealth Solutions
Illinois
$60.9K +$60.5K +332 New
CWP
402
Concord Wealth Partners
Virginia
$60.3K -$71.3K -391 -54%
MA
403
Montag & Associates
Georgia
$59.6K
SWA
404
SOA Wealth Advisors
New York
$57.2K
LF
405
Lee Financial
Texas
$55K
VWM
406
Venturi Wealth Management
Texas
$55K +$15.7K +86 +40%
ODG
407
O'Dell Group
Ohio
$55K +$54.7K +300 New
IGWM
408
ICA Group Wealth Management
Colorado
$54.7K +$54.5K +299 New
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$53.4K
CHA
410
Carmichael Hill & Associates
Maryland
$51.3K
IBOK
411
Independence Bank of Kentucky
Kentucky
$50.4K
HBW
412
Hazlett, Burt & Watson
West Virginia
$50K
FMP
413
Financial Management Professionals
Texas
$49K +$912 +5 +2%
FP
414
Financial Perspectives
Minnesota
$48.9K
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$48.3K +$3.83K +21 +9%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.9K -$29.2K -160 -40%
CLOS
417
Compagnie Lombard Odier SCmA
Switzerland
$45.8K
OC
418
Oakworth Capital
Alabama
$45.8K
OIA
419
Optimum Investment Advisors
Illinois
$45.8K
PP
420
Pacifica Partners
Canada
$43.2K +$14.6K +80 +53%
CA
421
Clearstead Advisors
Ohio
$42.2K -$41.9K -230 -50%
ECM
422
Estabrook Capital Management
New York
$40.3K
BWM
423
BKM Wealth Management
Wisconsin
$39.4K +$39.2K +215 New
RFG
424
RFP Financial Group
Georgia
$39.2K +$19.3K +106 +98%
BSB
425
Bangor Savings Bank
Maine
$38.3K

TM Hedge Fund Activity: Q4 2023 in Review

532 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q4 2023, worth a combined $3.84B — up 13% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new TM positions and 39 closed out — a net gain of 60 holders — while 198 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $315M. The largest seller was Bank of America, cutting an estimated $52.1M.

  • 532 institutional investors held Toyota (TM) as of Q4 2023, up from 478 in Q3 2023.
  • Funds reported $3.84B of Toyota stock for Q4 2023, up 13% quarter-over-quarter.
  • 99 funds opened new Toyota positions in Q4 2023 and 39 closed out, a net change of +60 holders.
  • The largest Toyota buyer in Q4 2023 was Morgan Stanley, an estimated $315M added.
  • The largest Toyota seller in Q4 2023 was Bank of America, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2023.