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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
PWMG
476
Prestige Wealth Management Group
New Jersey
$11.2K +$9.12K +50 +455%
AP
477
Aspect Partners
Virginia
$10.6K +$10.6K +58 New
CBT
478
Central Bank & Trust
Kentucky
$9.9K
AWM
479
AllSquare Wealth Management
New York
$9.72K
LWANC
480
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.35K
MTIC
481
Missouri Trust & Investment Company
Missouri
$9.17K
WIM
482
Westside Investment Management
California
$9.17K
FMB
483
Field & Main Bank
Kentucky
$9.17K
FWM
484
FSA Wealth Management
Massachusetts
$9K +$9.12K +50 New
OLVIG
485
Oliver Lagore Vanvalin Investment Group
Michigan
$8.99K +$1.28K +7 +17%
AT
486
Arlington Trust
Alabama
$8.8K +$8.75K +48 New
Federated Hermes
487
Federated Hermes
Pennsylvania
$8.62K +$4.92K +27 +135%
FCH
488
Freestone Capital Holdings
Washington
$7.19K -$547 -3 -7%
CCMI
489
Creative Capital Management Investments
California
$7.15K
YAL
490
Your Advocates Ltd
Texas
$6.89K
MSFP
491
Mark Sheptoff Financial Planning
Connecticut
$6.56K
AF
492
Advisornet Financial
Minnesota
$6.42K
BCM
493
Bourgeon Capital Management
Connecticut
$6.05K +$2.73K +15 +83%
RIM
494
Rockbridge Investment Management
New York
$5.68K +$5.65K +31 New
PIS
495
POM Investment Strategies
North Carolina
$5.32K +$5.29K +29 New
SHIM
496
Stone House Investment Management
Pennsylvania
$5.16K +$2.37K +13 +87%
CAM
497
Creekmur Asset Management
Illinois
$4.95K +$4.92K +27 New
FFA
498
Frazier Financial Advisors
Ohio
$4.77K +$4.74K +26 New
GWSG
499
GPS Wealth Strategies Group
Colorado
$4.58K +$4.56K +25 New
VAMG
500
Voisard Asset Management Group
Michigan
$4.58K +$4.56K +25 New

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.