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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
AWM
151
Altium Wealth Management
New York
$420K +$61.2K +471 +17%
SBH
152
Segall Bryant & Hamill
Illinois
$419K
IWA
153
Intercontinental Wealth Advisors
Texas
$403K +$19.8K +152 +5%
AssetMark Inc
154
AssetMark Inc
California
$401K -$189K -1,453 -32%
IC
155
IEQ Capital
California
$398K +$260 +2 +0.1%
KOMWMG
156
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$391K +$7.8K +60 +2%
Invesco
157
Invesco
Georgia
$390K +$383K +2,943 New
Fayez Sarofim & Co
158
Fayez Sarofim & Co
Texas
$384K -$13K -100 -3%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$381K -$45.5K -350 -11%
SI
160
Stephens Inc
Arkansas
$380K +$1.69K +13 +0.5%
WIA
161
Wealthstreet Investment Advisors
Texas
$372K
CAM
162
Columbia Asset Management
Michigan
$370K +$364K +2,796 New
QIM
163
Quantitative Investment Management
Virginia
$368K +$47.2K +363 +15%
W
164
WealthStone
Ohio
$362K +$145K +1,113 +69%
FIM
165
Freedom Investment Management
Connecticut
$355K -$42.9K -330 -11%
RWM
166
Ritholtz Wealth Management
New York
$354K -$1.95K -15 -0.6%
AAS
167
Avantax Advisory Services
Texas
$351K +$343K +2,637 New
CGL
168
Clarius Group LLC
Washington
$346K -$31.2K -240 -8%
MBT
169
Montecito Bank & Trust
California
$341K
1WA
170
180 Wealth Advisors
Washington
$341K +$15.2K +117 +5%
PA
171
Parallel Advisors
California
$338K +$8.19K +63 +3%
PCG
172
Private Capital Group
Connecticut
$337K -$31.5K -242 -9%
ECM
173
Evergreen Capital Management
Washington
$337K +$390 +3 +0.1%
JFL
174
Jarislowsky, Fraser Ltd
Quebec, Canada
$336K -$582K -4,475 -64%
LDB
175
Lee, Danner & Bass
Tennessee
$331K

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.