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325 hedge funds and large institutions have $1.66B invested in Toyota in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 140 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more call options, than puts

Call options by funds: $89.3M | Put options by funds: $76.3M

2% more capital invested

Capital invested by funds: $1.63B → $1.66B (+$37M)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

0.06% less ownership

Funds ownership: 0.49%0.43% (-0.06%)

0% less funds holding

Funds holding: 326325 (-1)

43% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 140

Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
8.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
40
Increased
80
Reduced
140
Closed
40
Calls
$89.3M
Puts
$76.3M
Net Calls
+$13M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
101
Geode Capital Management
Massachusetts
$1.4M -$89.4K -781 -6%
CIM
102
Calvert Investment Management
Maryland
$1.38M -$103K -900 -7%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$1.38M +$304K +2,660 +29%
American Century Companies
104
American Century Companies
Missouri
$1.31M -$466K -4,070 -26%
UCFA
105
United Capital Financial Advisors
Texas
$1.3M +$479K +4,181 +60%
WA
106
WESPAC Advisors
California
$1.28M -$184K -1,611 -13%
SIC
107
Schwartz Investment Counsel
Michigan
$1.23M -$252K -2,200 -17%
RC
108
RegentAtlantic Capital
New Jersey
$1.22M -$80.2K -701 -6%
PAI
109
Pittenger & Anderson Inc
Nebraska
$1.21M
CWM
110
Concert Wealth Management
California
$1.18M -$129K -1,125 -10%
GT
111
Glenmede Trust
Pennsylvania
$1.18M -$128K -1,118 -10%
FA
112
FDx Advisors
Illinois
$1.17M +$229 +2 +0%
RHBC
113
R.H. Bluestein & Co
Michigan
$1.16M +$1.03K +9 +0.1%
SFM
114
Systematic Financial Management
New Jersey
$1.15M
Creative Planning
115
Creative Planning
Kansas
$1.07M +$17.2K +150 +2%
UFF
116
USA Financial Formulas
Michigan
$1.04M -$369K -3,222 -26%
AIA
117
Avalon Investment & Advisory
Texas
$950K -$76K -664 -8%
LCM
118
Logan Capital Management
Pennsylvania
$950K -$19.2K -168 -2%
Arrowstreet Capital
119
Arrowstreet Capital
Massachusetts
$928K +$916K +8,000 New
FNT
120
First National Trust
Pennsylvania
$918K -$108K -944 -11%
PAG
121
Private Advisor Group
New Jersey
$886K -$1.6K -14 -0.2%
1GA
122
1st Global Advisors
Texas
$874K -$31.8K -278 -4%
DADC
123
D.A. Davidson & Co
Montana
$838K +$37.7K +329 +5%
HIC
124
Hartline Investment Corp
Illinois
$791K
Macquarie Group
125
Macquarie Group
Australia
$784K -$1.07M -9,373 -58%

TM Hedge Fund Activity: Q3 2016 in Review

325 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q3 2016, worth a combined $1.66B — up 2.3% from $1.63B a quarter earlier.

Fund positioning in TM was balanced in Q3 2016: 40 funds opened new positions, 40 closed out, 80 added to existing stakes and 140 trimmed.

The largest buyer was NWQ Investment Management Company, opening a new position worth an estimated $36.6M. The largest seller was Donald Smith & Co, cutting an estimated $80.3M.

  • 325 institutional investors held Toyota (TM) as of Q3 2016, down from 326 in Q2 2016.
  • Funds reported $1.66B of Toyota stock for Q3 2016, up 2.3% quarter-over-quarter.
  • 40 funds opened new Toyota positions in Q3 2016 and 40 closed out, a net change of 0 holders.
  • The largest Toyota buyer in Q3 2016 was NWQ Investment Management Company, an estimated $36.6M added.
  • The largest Toyota seller in Q3 2016 was Donald Smith & Co, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2016.