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340 hedge funds and large institutions have $2.11B invested in Toyota in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

2% more funds holding

Funds holding: 332340 (+8)

4% more capital invested

Capital invested by funds: $2.03B → $2.11B (+$78.3M)

0.01% less ownership

Funds ownership: 0.5%0.49% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

57% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $64.5M

Holders
340
Holders Change
+8
Holders Change %
+2.41%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
109
Reduced
99
Closed
28
Calls
$28.1M
Puts
$64.5M
Net Calls
-$36.5M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
126
Schwartz Investment Counsel
Michigan
$596K
RJT
127
Raymond James Trust
Florida
$596K +$260 +2 +0%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$578K +$114K +874 +25%
HighTower Advisors
129
HighTower Advisors
Illinois
$569K -$227K -1,742 -29%
QCG
130
Quadrant Capital Group
Ohio
$565K +$113K +866 +25%
CFG
131
CKW Financial Group
Hawaii
$561K
EI
132
Ethic Inc
New York
$548K +$39.7K +305 +8%
CCP
133
Corient Capital Partners
California
$546K +$9.23K +71 +2%
RHBC
134
R.H. Bluestein & Co
Michigan
$530K
DWT
135
Dorsey & Whitney Trust
South Dakota
$529K -$70.2K -540 -12%
B
136
Bailard
California
$512K +$23.5K +181 +5%
BF
137
BOK Financial
Oklahoma
$493K -$650 -5 -0.1%
CICI
138
Capital Investment Counsel Inc
North Carolina
$490K +$6.5K +50 +1%
HWA
139
HHM Wealth Advisors
Tennessee
$488K
CAN
140
Cetera Advisor Networks
California
$482K -$104K -799 -18%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$469K +$15.9K +122 +4%
CFB
142
Cullen/Frost Bankers
Texas
$461K +$399K +3,065 +735%
PFS
143
Physicians Financial Services
North Carolina
$455K +$91K +700 +26%
AAM
144
Advisors Asset Management
Colorado
$448K +$87.5K +673 +25%
CAM
145
Cresset Asset Management
Illinois
$446K -$2.73K -21 -0.6%
BP
146
Ballentine Partners
Massachusetts
$444K +$84K +646 +24%
WA
147
Wambolt & Associates
Colorado
$437K +$26.8K +206 +7%
SGI
148
Summit Global Investments
Utah
$433K +$425K +3,271 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$427K -$9.1K -70 -2%
RhumbLine Advisers
150
RhumbLine Advisers
Massachusetts
$425K +$55.9K +430 +15%

TM Hedge Fund Activity: Q3 2020 in Review

340 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q3 2020, worth a combined $2.11B — up 3.9% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TM positions and 28 closed out — a net gain of 12 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $27.8M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $60.2M sold.

  • 340 institutional investors held Toyota (TM) as of Q3 2020, up from 332 in Q2 2020.
  • Funds reported $2.11B of Toyota stock for Q3 2020, up 3.9% quarter-over-quarter.
  • 40 funds opened new Toyota positions in Q3 2020 and 28 closed out, a net change of +12 holders.
  • The largest Toyota buyer in Q3 2020 was Fisher Asset Management, an estimated $27.8M added.
  • The largest Toyota seller in Q3 2020 was Adage Capital Partners, an estimated $60.2M sold.

Based on aggregated 13F filings for Q3 2020.