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352 hedge funds and large institutions have $1.5B invested in Toyota in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.01% less ownership

Funds ownership: 0.39%0.38% (-0.01%)

2% less call options, than puts

Call options by funds: $42.9M | Put options by funds: $43.8M

4% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 112

4% less funds holding

Funds holding: 366352 (-14)

15% less capital invested

Capital invested by funds: $1.76B → $1.5B (-$260M)

19% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 48

Holders
352
Holders Change
-14
Holders Change %
-3.83%
% of All Funds
7.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
39
Increased
108
Reduced
112
Closed
48
Calls
$42.9M
Puts
$43.8M
Net Calls
-$923K
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bailard
California
$428K +$100K +751 +27%
BP
152
Ballentine Partners
Massachusetts
$428K +$111K +833 +30%
SBH
153
Segall Bryant & Hamill
Illinois
$380K
PCG
154
Private Capital Group
Connecticut
$359K +$184K +1,380 +85%
HRC
155
Hoertkorn Richard Charles
$351K -$46.7K -350 -11%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$345K +$180K +1,347 +88%
SI
157
Stephens Inc
Arkansas
$343K
CGL
158
Clarius Group LLC
Washington
$337K -$21.2K -159 -5%
WIA
159
Wealthstreet Investment Advisors
Texas
$337K -$21.1K -158 -5%
SRC
160
Sage Rhino Capital
California
$335K +$25.4K +190 +7%
BOPW
161
Brandywine Oak Private Wealth
Pennsylvania
$333K +$54.3K +407 +17%
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$330K -$300K -2,250 -45%
SCM
163
SOL Capital Management
Maryland
$330K -$26.7K -200 -7%
CAM
164
Cresset Asset Management
Illinois
$325K -$168K -1,260 -32%
AWM
165
Aberdeen Wealth Management
Illinois
$322K
LWM
166
Lenox Wealth Management
Ohio
$320K -$8.41K -63 -2%
IWA
167
Intercontinental Wealth Advisors
Texas
$319K +$161K +1,207 +83%
KOMWMG
168
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$316K -$13.8K -103 -4%
WA
169
Wambolt & Associates
Colorado
$313K +$25K +187 +8%
EI
170
Ethic Inc
New York
$312K +$40.4K +303 +13%
MBT
171
Montecito Bank & Trust
California
$309K
PA
172
Parallel Advisors
California
$306K +$143K +1,069 +72%
LDB
173
Lee, Danner & Bass
Tennessee
$300K +$334K +2,500 New
TSS
174
Two Sigma Securities
New York
$298K -$1.23M -9,247 -79%
1WA
175
180 Wealth Advisors
Washington
$298K -$22.2K -166 -6%

TM Hedge Fund Activity: Q1 2020 in Review

352 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q1 2020, worth a combined $1.5B — down 15% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TM and 39 opened new positions — a net loss of 9 holders — while 112 trimmed existing stakes and 108 added.

The largest buyer was H&H International Investment, opening a new position worth an estimated $15M. The largest seller was Johanson Financial Advisors, cutting an estimated $33.5M.

  • 352 institutional investors held Toyota (TM) as of Q1 2020, down from 366 in Q4 2019.
  • Funds reported $1.5B of Toyota stock for Q1 2020, down 15% quarter-over-quarter.
  • 39 funds opened new Toyota positions in Q1 2020 and 48 closed out, a net change of -9 holders.
  • The largest Toyota buyer in Q1 2020 was H&H International Investment, an estimated $15M added.
  • The largest Toyota seller in Q1 2020 was Johanson Financial Advisors, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2020.