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332 hedge funds and large institutions have $2.03B invested in Toyota in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 123 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $1.5B → $2.03B (+$537M)

0.12% more ownership

Funds ownership: 0.38%0.5% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 352332 (-20)

18% less call options, than puts

Call options by funds: $51.5M | Put options by funds: $62.5M

26% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 123

40% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 48

Holders
332
Holders Change
-20
Holders Change %
-5.68%
% of All Funds
6.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
29
Increased
91
Reduced
123
Closed
48
Calls
$51.5M
Puts
$62.5M
Net Calls
-$11M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
151
Intercontinental Wealth Advisors
Texas
$364K +$29K +234 +9%
KOMWMG
152
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K +$32K +258 +10%
SI
153
Stephens Inc
Arkansas
$359K +$124 +1 +0%
CGL
154
Clarius Group LLC
Washington
$359K +$5.58K +45 +2%
LWM
155
Lenox Wealth Management
Ohio
$358K +$22.8K +184 +7%
WIA
156
Wealthstreet Investment Advisors
Texas
$353K
PCG
157
Private Capital Group
Connecticut
$350K -$26.5K -214 -7%
RhumbLine Advisers
158
RhumbLine Advisers
Massachusetts
$349K +$89.5K +722 +35%
PFS
159
Physicians Financial Services
North Carolina
$343K -$285K -2,300 -46%
AAM
160
Advisors Asset Management
Colorado
$341K -$371K -2,990 -52%
DIM
161
DC Investments Management
Virginia
$340K -$123K -994 -27%
BP
162
Ballentine Partners
Massachusetts
$340K -$107K -866 -24%
AWM
163
Altium Wealth Management
New York
$340K +$75.9K +612 +29%
RWM
164
Ritholtz Wealth Management
New York
$338K +$334K +2,691 New
CG
165
Caprock Group
Idaho
$333K -$142K -1,142 -30%
MBT
166
Montecito Bank & Trust
California
$323K
SRC
167
Sage Rhino Capital
California
$320K -$30K -242 -9%
ECM
168
Evergreen Capital Management
Washington
$319K -$204K -1,644 -39%
1WA
169
180 Wealth Advisors
Washington
$315K -$6.08K -49 -2%
LDB
170
Lee, Danner & Bass
Tennessee
$314K
PA
171
Parallel Advisors
California
$312K -$8.06K -65 -3%
QIM
172
Quantitative Investment Management
Virginia
$303K +$300K +2,419 New
BOPW
173
Brandywine Oak Private Wealth
Pennsylvania
$300K -$47.5K -383 -14%
HJIM
174
Henry James International Management
New York
$278K +$56.8K +458 +26%
AWM
175
Aberdeen Wealth Management
Illinois
$272K -$64.5K -520 -19%

TM Hedge Fund Activity: Q2 2020 in Review

332 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q2 2020, worth a combined $2.03B — up 36% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TM and 29 opened new positions — a net loss of 19 holders — while 123 trimmed existing stakes and 91 added.

The largest buyer was Fisher Asset Management, adding an estimated $476M. The largest seller was Parametric Portfolio Associates, cutting an estimated $12.3M.

  • 332 institutional investors held Toyota (TM) as of Q2 2020, down from 352 in Q1 2020.
  • Funds reported $2.03B of Toyota stock for Q2 2020, up 36% quarter-over-quarter.
  • 29 funds opened new Toyota positions in Q2 2020 and 48 closed out, a net change of -19 holders.
  • The largest Toyota buyer in Q2 2020 was Fisher Asset Management, an estimated $476M added.
  • The largest Toyota seller in Q2 2020 was Parametric Portfolio Associates, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2020.