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324 hedge funds and large institutions have $1.65B invested in Toyota in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 99 increasing their positions, 89 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.43B → $1.65B (+$217M)

11% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 89

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 0.41%0.38% (-0.03%)

4% less funds holding

Funds holding: 337324 (-13)

24% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 41

38% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $44.6M

Holders
324
Holders Change
-13
Holders Change %
-3.86%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
99
Reduced
89
Closed
41
Calls
$27.7M
Puts
$44.6M
Net Calls
-$16.9M
Net Calls Change
-$7.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Cullen Capital Management
New York
$313K +$305K +2,325 New
BOPW
177
Brandywine Oak Private Wealth
Pennsylvania
$311K +$304K +2,317 New
LWM
178
Lenox Wealth Management
Ohio
$310K +$113K +859 +59%
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$309K +$301K +2,300 New
FHA
180
First Horizon Advisors
Tennessee
$290K +$1.7K +13 +0.6%
ATIA
181
American Trust Investment Advisors
New Hampshire
$283K -$52.4K -400 -16%
PVWM
182
Point View Wealth Management
New Jersey
$279K -$2.75K -21 -1%
BTS
183
BB&T Securities
Virginia
$278K -$21.1K -161 -7%
PCG
184
Private Capital Group
Connecticut
$277K +$111K +847 +70%
RhumbLine Advisers
185
RhumbLine Advisers
Massachusetts
$272K +$7.07K +54 +3%
DP
186
Dearborn Partners
Illinois
$271K
VFA
187
Voya Financial Advisors
Connecticut
$270K +$7.6K +58 +3%
MHIC
188
Marble Harbor Investment Counsel
Massachusetts
$269K
HC
189
Hourglass Capital
Texas
$256K
VIM
190
Vista Investment Management
Pennsylvania
$252K
WA
191
Wambolt & Associates
Colorado
$251K +$262 +2 +0.1%
LJAC
192
L.J. Altfest & Co
New York
$248K -$10.1K -77 -4%
FSA
193
Fort Sheridan Advisors
Illinois
$247K +$4.58K +35 +2%
LC
194
Lindbrook Capital
California
$245K +$3.8K +29 +2%
IA
195
IFP Advisors
Florida
$243K +$233K +1,782 New
WS
196
Wedbush Securities
California
$240K +$234K +1,787 New
FAAS
197
First Allied Advisory Services
California
$239K +$9.82K +75 +4%
JFA
198
Johanson Financial Advisors
California
$238K -$119K -908 -34%
BOS
199
Bingham Osborn & Scarborough
California
$237K -$3.93K -30 -2%
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
$237K +$230K +1,759 New

TM Hedge Fund Activity: Q3 2019 in Review

324 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q3 2019, worth a combined $1.65B — up 15% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TM and 31 opened new positions — a net loss of 10 holders — while 89 trimmed existing stakes and 99 added.

The largest buyer was Schafer Cullen Capital Management, adding an estimated $45.1M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $27.8M sold.

  • 324 institutional investors held Toyota (TM) as of Q3 2019, down from 337 in Q2 2019.
  • Funds reported $1.65B of Toyota stock for Q3 2019, up 15% quarter-over-quarter.
  • 31 funds opened new Toyota positions in Q3 2019 and 41 closed out, a net change of -10 holders.
  • The largest Toyota buyer in Q3 2019 was Schafer Cullen Capital Management, an estimated $45.1M added.
  • The largest Toyota seller in Q3 2019 was Marshall Wace North America, an estimated $27.8M sold.

Based on aggregated 13F filings for Q3 2019.