We are live on ! Find out more

373 hedge funds and large institutions have $3.36B invested in Toyota in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 121 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

10% more capital invested

Capital invested by funds: $3.04B → $3.36B (+$319M)

6% more funds holding

Funds holding: 352373 (+21)

0% less ownership

Funds ownership: 0.71%0.71% (-0%)

3% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 121

59% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $132M

Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
9.94%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
48
Increased
117
Reduced
121
Closed
23
Calls
$53.5M
Puts
$132M
Net Calls
-$78.6M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
101
Independent Portfolio Consultants
Florida
$2.21M +$6.27K +47 +0.3%
GT
102
Glenmede Trust
Pennsylvania
$2.19M -$603K -4,514 -22%
RWA
103
River Wealth Advisors
Pennsylvania
$2.17M +$2.07M +15,520 New
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$2.15M -$26.2K -196 -1%
CFA
105
Camarda Financial Advisors
Florida
$2.13M +$2.03M +15,203 New
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$2.1M +$12.1K +91 +0.6%
TAM
107
Tocqueville Asset Management
New York
$2.08M +$29K +217 +1%
CC
108
Colrain Capital
Massachusetts
$2.06M -$594K -4,450 -23%
BCM
109
Birmingham Capital Management
Alabama
$1.99M
SCCM
110
Schafer Cullen Capital Management
New York
$1.95M +$702K +5,255 +61%
HighTower Advisors
111
HighTower Advisors
Illinois
$1.93M +$230K +1,726 +14%
OC
112
Oppenheimer & Co
New York
$1.92M -$70.4K -527 -4%
SW
113
SVB Wealth
Massachusetts
$1.91M +$1.04M +7,761 +132%
JGGDR
114
JGP Global Gestao de Recursos
Brazil
$1.86M +$1.78M +13,303 New
SIC
115
Schwartz Investment Counsel
Michigan
$1.79M
FWIA
116
Fort Washington Investment Advisors
Ohio
$1.69M -$53.4K -400 -3%
TCM
117
Telos Capital Management
California
$1.65M +$4.81K +36 +0.3%
FNT
118
First National Trust
Pennsylvania
$1.65M +$158K +1,183 +11%
KJHP
119
K.J. Harrison & Partners
Ontario, Canada
$1.64M
HCM
120
Hodges Capital Management
Texas
$1.62M -$186K -1,395 -11%
NB
121
NBT Bank
New York
$1.57M -$6.54K -49 -0.4%
PAG
122
Private Advisor Group
New Jersey
$1.56M +$481K +3,605 +48%
FMB
123
Field & Main Bank
Kentucky
$1.55M -$2.67K -20 -0.2%
JMPWA
124
JP Morgan Private Wealth Advisors
California
$1.41M +$32K +240 +2%
IAA
125
Ironsides Asset Advisors
North Carolina
$1.4M +$125K +938 +10%

TM Hedge Fund Activity: Q1 2015 in Review

373 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q1 2015, worth a combined $3.36B — up 10% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TM positions and 23 closed out — a net gain of 25 holders — while 117 added to existing stakes and 121 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56.8M. The largest seller was Thornburg Investment Management, cutting an estimated $50.7M.

  • 373 institutional investors held Toyota (TM) as of Q1 2015, up from 352 in Q4 2014.
  • Funds reported $3.36B of Toyota stock for Q1 2015, up 10% quarter-over-quarter.
  • 48 funds opened new Toyota positions in Q1 2015 and 23 closed out, a net change of +25 holders.
  • The largest Toyota buyer in Q1 2015 was Morgan Stanley, an estimated $56.8M added.
  • The largest Toyota seller in Q1 2015 was Thornburg Investment Management, an estimated $50.7M sold.

Based on aggregated 13F filings for Q1 2015.