Toll Brothers
TOL
334 hedge funds and large institutions have $4.94B invested in Toll Brothers in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 105 increasing their positions, 118 reducing their positions, and 43 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
23% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 43
15% more call options, than puts
Call options by funds: $127M | Put options by funds: $111M
8% more capital invested
Capital invested by funds: $4.59B → $4.94B (+$347M)
1% more funds holding
Funds holding: 330 → 334 (+4)
0.63% less ownership
Funds ownership: 82.93% → 82.3% (-0.63%)
11% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 118
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$90.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$63.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$45.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.2M |
| 5 |
FAM
Fred Alger Management
New York
|
+$39.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$138M |
| 2 |
MAM
Marketfield Asset Management
New York
|
-$67.1M |
| 3 |
Goldman Sachs
New York
|
-$55.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$46.1M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$40.7M |
TOL Hedge Fund Activity: Q4 2014 in Review
334 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2014, worth a combined $4.94B — up 7.5% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new TOL positions and 43 closed out — a net gain of 10 holders — while 105 added to existing stakes and 118 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $90.4M. The largest seller was Capital Research Global Investors, cutting an estimated $138M.
- 334 institutional investors held Toll Brothers (TOL) as of Q4 2014, up from 330 in Q3 2014.
- Funds reported $4.94B of Toll Brothers stock for Q4 2014, up 7.5% quarter-over-quarter.
- 53 funds opened new Toll Brothers positions in Q4 2014 and 43 closed out, a net change of +10 holders.
- The largest Toll Brothers buyer in Q4 2014 was JP Morgan Chase, an estimated $90.4M added.
- The largest Toll Brothers seller in Q4 2014 was Capital Research Global Investors, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2014.