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Toyota
TM

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: 478 → 532 (+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: 9 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$315M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$135M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$30.9M
4
Jane Street
Jane Street
New York
+$30.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$26M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$52.1M
2
SC
SRB Corp
Massachusetts
-$44.8M
3
CCM
Cullen Capital Management
New York
-$29.2M
4
CG
Clarus Group
Texas
-$12.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
501
Annapolis Financial Services
Maryland
$4.4K – – –
FFO
502
Fortitude Family Office
Arizona
$4.4K +$4.38K +24 New
W
503
WealthCollab
Washington
$4.22K +$4.19K +23 New
TWM
504
Tradition Wealth Management
Minnesota
$4K – – –
KFS
505
Kelly Financial Services
Massachusetts
$3.34K – – –
IPW
506
Impact Partnership Wealth
Georgia
$3.3K – – –
MA
507
MCF Advisors
Kentucky
$3.12K -$7.11K -39 -70%
VNA
508
Valley National Advisers
Pennsylvania
$3K – – –
WIA
509
Wetzel Investment Advisors
Indiana
$3K +$2.55K +14 New
Allspring Global Investments
510
Allspring Global Investments
North Carolina
$2.93K – – –
CAM
511
ClariVest Asset Management
California
$2.54K +$2.55K +14 New
DF
512
DecisionPoint Financial
Arizona
$2.38K – – –
FCA
513
FinTrust Capital Advisors
South Carolina
$2.38K – – –
MCM
514
MidAtlantic Capital Management
Virginia
$2.2K +$2.19K +12 New
AAP
515
Arax Advisory Partners
Colorado
$2.02K -$16.2K -89 -89%
AW
516
Avion Wealth
Texas
$2K – – –
M
517
MOTCO
Texas
$1.83K – – –
TCM
518
Tradewinds Capital Management
Washington
$1.83K – – –
GIA
519
GHP Investment Advisors
Colorado
$1.47K – – –
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28K -$9.66K -53 -88%
MFA
521
McClarren Financial Advisors
Pennsylvania
$1K – – –
LFG
522
Larson Financial Group
Missouri
$917 -$16.4K -90 -95%
GTAM
523
Global Trust Asset Management
Florida
$734 – – –
TFM
524
TFC Financial Management
Massachusetts
$734 – – –
SIC
525
SJS Investment Consulting
Ohio
$551 +$547 +3 New
19 20
21
22 23

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.