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330 hedge funds and large institutions have $3.2B invested in Toyota in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 102 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

10% more capital invested

Capital invested by funds: $2.9B → $3.2B (+$294M)

1% more funds holding

Funds holding: 326330 (+4)

0.02% more ownership

Funds ownership: 0.7%0.72% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

6% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 109

51% less call options, than puts

Call options by funds: $89.3M | Put options by funds: $183M

Holders
330
Holders Change
+4
Holders Change %
+1.23%
% of All Funds
10.7%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
44
Increased
102
Reduced
109
Closed
36
Calls
$89.3M
Puts
$183M
Net Calls
-$93.6M
Net Calls Change
-$87.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$582M +$2.09M +16,425 +0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$203M +$20.3M +159,436 +11%
TIM
3
Thornburg Investment Management
New Mexico
$171M +$2.81M +22,059 +2%
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$138M +$25M +196,574 +22%
Franklin Resources
5
Franklin Resources
California
$102M -$4.1M -32,211 -4%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$96M +$6.36M +50,000 +7%
Morgan Stanley
7
Morgan Stanley
New York
$95.5M +$66.7M +524,022 +236%
BIP
8
Brandes Investment Partners
California
$89.4M -$19.6M -153,747 -18%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$82.2M +$632K +4,967 +0.8%
Northern Trust
10
Northern Trust
Illinois
$74.9M +$3.43M +26,971 +5%
MAA
11
Managed Account Advisors
New Jersey
$71M -$3.78M -29,685 -5%
Bank of America
12
Bank of America
North Carolina
$65.1M +$1.94M +15,240 +3%
Macquarie Group
13
Macquarie Group
Australia
$50.3M -$32.3M -254,031 -39%
Invesco
14
Invesco
Georgia
$47.3M -$1.57M -12,366 -3%
BC
15
Brinker Capital
Pennsylvania
$41.5M +$10.5M +82,885 +34%
Jennison Associates
16
Jennison Associates
New York
$40.5M -$2.73M -21,444 -6%
JP Morgan Chase
17
JP Morgan Chase
New York
$38.6M +$1.29M +10,120 +3%
DSC
18
Donald Smith & Co
New York
$38.1M -$12.6K -99 -0%
PPA
19
Parametric Portfolio Associates
Washington
$36.3M +$2.33M +18,337 +7%
CGM
20
Capital Growth Management
Massachusetts
$35.8M -$2.55M -20,000 -7%
Wells Fargo
21
Wells Fargo
California
$35.6M +$8.14M +63,960 +30%
FC
22
Fiera Capital
New York
$35.3M -$2.27M -17,815 -6%
HJGA
23
Hardman Johnston Global Advisors
Connecticut
$32.8M -$1.06M -8,330 -3%
Renaissance Technologies
24
Renaissance Technologies
New York
$32.5M +$32.3M +253,600 New
TGI
25
Tradewinds Global Investors
California
$32M -$15.7M -123,678 -33%

TM Hedge Fund Activity: Q3 2013 in Review

330 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Toyota (TM) for Q3 2013, worth a combined $3.2B — up 10% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TM positions and 36 closed out — a net gain of 8 holders — while 102 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.7M. The largest seller was Macquarie Group, cutting an estimated $32.3M.

  • 330 institutional investors held Toyota (TM) as of Q3 2013, up from 326 in Q2 2013.
  • Funds reported $3.2B of Toyota stock for Q3 2013, up 10% quarter-over-quarter.
  • 44 funds opened new Toyota positions in Q3 2013 and 36 closed out, a net change of +8 holders.
  • The largest Toyota buyer in Q3 2013 was Morgan Stanley, an estimated $66.7M added.
  • The largest Toyota seller in Q3 2013 was Macquarie Group, an estimated $32.3M sold.

Based on aggregated 13F filings for Q3 2013.