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Toll Brothers
TOL

378 hedge funds and large institutions have $4.8B invested in Toll Brothers in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

32% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 44

22% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $29.3M

18% more capital invested

Capital invested by funds: $4.08B → $4.8B (+$720M)

1% more funds holding

Funds holding: 375 → 378 (+3)

0.71% more ownership

Funds ownership: 81.08% → 81.79% (+0.71%)

20% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 143

Holders
378
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
9.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
58
Increased
114
Reduced
143
Closed
44
Calls
$35.7M
Puts
$29.3M
Net Calls
+$6.47M
Net Calls Change
+$1.43M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$544M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.9M
3
CGM
Capital Growth Management
Massachusetts
+$51.7M
4
SFM
Systematic Financial Management
New Jersey
+$43.3M
5
Jennison Associates
Jennison Associates
New York
+$42.8M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$56.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$45M
3
JP Morgan Chase
JP Morgan Chase
New York
-$33.9M
4
ECM
Element Capital Management
New York
-$31.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
226
PEAK6 Group
Illinois
$498K -$194K -5,808 -30%
M&T Bank
227
M&T Bank
New York
$492K +$120K +3,585 +36%
ACM
228
Advent Capital Management
New York
$488K +$450K +13,510 New
DVM
229
Dreman Value Management
Florida
$486K – – –
QC
230
Quadrature Capital
United Kingdom
$485K +$448K +13,433 New
SEI Investments
231
SEI Investments
Pennsylvania
$477K +$73K +2,189 +20%
ProShare Advisors
232
ProShare Advisors
Maryland
$476K -$67.8K -2,033 -13%
OI
233
Oakbrook Investments
Illinois
$475K -$13.3K -400 -3%
VFPI
234
Vantage Financial Partners (Illinois)
Illinois
$465K +$46.7K +1,400 +12%
BAM
235
Berkshire Asset Management
Pennsylvania
$462K – – –
SMDAM
236
Sumitomo Mitsui DS Asset Management
Japan
$460K +$64.1K +1,921 +18%
CSS
237
Cubist Systematic Strategies
Connecticut
$446K +$90.2K +2,705 +28%
ECM
238
ETrade Capital Management
Virginia
$430K +$43.7K +1,312 +12%
PCM
239
Prelude Capital Management
New York
$430K +$397K +11,900 New
RFCA
240
R&F Capital Advisors
New York
$430K +$397K +11,910 New
DnB Asset Management
241
DnB Asset Management
Norway
$418K +$386K +11,577 New
DekaBank Deutsche Girozentrale
242
DekaBank Deutsche Girozentrale
Germany
$413K +$210K +6,288 +134%
Daiwa Securities Group
243
Daiwa Securities Group
Japan
$412K +$240K +7,200 +171%
SCM
244
Shelton Capital Management
Colorado
$410K – – –
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$408K -$33.4K -1,002 -8%
WBC
246
Westpac Banking Corp
Australia
$388K -$190K -5,709 -35%
Parallax Volatility Advisers
247
Parallax Volatility Advisers
California
$383K -$220K -6,593 -38%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$378K -$28.3K -850 -8%
BWM
249
BigSur Wealth Management
Florida
$374K – – –
Stifel Financial
250
Stifel Financial
Missouri
$371K -$26.2K -786 -7%
8 9
10
11 12

TOL Hedge Fund Activity: Q1 2017 in Review

378 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2017, worth a combined $4.8B — up 18% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TOL positions and 44 closed out — a net gain of 14 holders — while 114 added to existing stakes and 143 trimmed.

The largest buyer was BlackRock, adding an estimated $544M. The largest seller was Citadel Advisors, cutting an estimated $56.7M.

  • 378 institutional investors held Toll Brothers (TOL) as of Q1 2017, up from 375 in Q4 2016.
  • Funds reported $4.8B of Toll Brothers stock for Q1 2017, up 18% quarter-over-quarter.
  • 58 funds opened new Toll Brothers positions in Q1 2017 and 44 closed out, a net change of +14 holders.
  • The largest Toll Brothers buyer in Q1 2017 was BlackRock, an estimated $544M added.
  • The largest Toll Brothers seller in Q1 2017 was Citadel Advisors, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2017.