We are live on ! Find out more

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
JP Morgan Chase
26
JP Morgan Chase
New York
$13M +$4.58M +25,141 +55%
NAAA
27
New Age Alpha Advisors
New York
$12.9M +$12.8M +70,400 New
QCM
28
QRG Capital Management
Illinois
$12.7M +$1.63M +8,943 +15%
Creative Planning
29
Creative Planning
Kansas
$12.3M +$2.7M +14,786 +28%
Osaic Holdings
30
Osaic Holdings
Arizona
$11.1M +$990K +5,430 +10%
RJA
31
Raymond James & Associates
Florida
$10.4M +$287K +1,575 +3%
CGH
32
Crossmark Global Holdings
Texas
$10.4M +$287K +1,576 +3%
LSV Asset Management
33
LSV Asset Management
Illinois
$10.4M +$91.2K +500 +0.9%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$10M +$715K +3,924 +8%
Renaissance Technologies
35
Renaissance Technologies
New York
$9.98M +$7.66M +42,000 +339%
LPL Financial
36
LPL Financial
California
$9.73M +$1.48M +8,104 +18%
UBS Group
37
UBS Group
Switzerland
$9.36M -$5.45M -29,895 -37%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$8.93M +$8.88M +48,700 New
HIMC
39
Heritage Investors Management Corp
Maryland
$8.77M -$97K -532 -1%
US Bancorp
40
US Bancorp
Minnesota
$8.28M +$256K +1,404 +3%
FM
41
Foster & Motley
Ohio
$8.28M -$67.3K -369 -0.8%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$8.13M -$448K -2,459 -5%
HighTower Advisors
43
HighTower Advisors
Illinois
$8.05M +$2.08M +11,384 +35%
Mariner
44
Mariner
Kansas
$7.97M +$969K +5,317 +14%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$7.95M +$438K +2,402 +6%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$7.62M +$4.74K +26 +0.1%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$7.29M +$991K +5,434 +16%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$7.24M +$283K +1,550 +4%
JC
49
JBF Capital
Colorado
$6.2M +$6.17M +33,825 New
ACM
50
Altrius Capital Management
North Carolina
$6.15M -$1.73M -9,462 -22%

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.