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Toll Brothers

389 hedge funds and large institutions have $5.25B invested in Toll Brothers in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

9% more capital invested

Capital invested by funds: $4.8B → $5.25B (+$449M)

3% more funds holding

Funds holding: 378389 (+11)

0.47% less ownership

Funds ownership: 81.79%81.31% (-0.47%)

19% less call options, than puts

Call options by funds: $34.9M | Put options by funds: $42.9M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
389
Holders Change
+11
Holders Change %
+2.91%
% of All Funds
9.7%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.12%
New
55
Increased
151
Reduced
112
Closed
42
Calls
$34.9M
Puts
$42.9M
Net Calls
-$8.02M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
226
River Wealth Advisors
Pennsylvania
$781K +$13.1K +350 +2%
MSU
227
Mizuho Securities USA
New York
$759K +$717K +19,201 New
SAM
228
Securian Asset Management
Minnesota
$738K -$9.29K -249 -1%
DCM
229
Dynamic Capital Management
Jersey
$735K -$3.39M -90,951 -83%
HMS
230
Hanseatic Management Services
New Mexico
$713K -$75 -2 -0%
LPL Financial
231
LPL Financial
California
$711K +$672K +18,000 New
Envestnet Asset Management
232
Envestnet Asset Management
Illinois
$710K -$1.1M -29,556 -62%
PG
233
PEAK6 Group
Illinois
$708K +$154K +4,119 +30%
DL
234
Delta Lloyd
Netherlands
$703K +$664K +17,783 New
LIA
235
LS Investment Advisors
Michigan
$677K +$73.6K +1,971 +13%
CAM
236
Capstone Asset Management
Texas
$672K +$17.2K +460 +3%
PA
237
Profund Advisors
Maryland
$665K -$290K -7,782 -32%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$664K +$627K +16,797 New
PP
239
Patten & Patten
Tennessee
$628K +$74.6K +2,000 +14%
NA
240
Neuburgh Advisers
California
$625K +$378K +10,142 +179%
B
241
Barings
North Carolina
$581K -$817K -21,900 -60%
MHS
242
M Holdings Securities
Oregon
$572K +$188K +5,042 +53%
M&T Bank
243
M&T Bank
New York
$569K +$28.6K +765 +6%
Nomura Holdings
244
Nomura Holdings
Japan
$569K +$538K +14,412 New
FCBT
245
First Citizens Bank & Trust
North Carolina
$511K +$110K +2,951 +30%
OI
246
Oakbrook Investments
Illinois
$503K -$16K -430 -3%
CIP
247
Convergence Investment Partners
Florida
$494K -$769K -20,597 -62%
EMG
248
Ellington Management Group
Connecticut
$494K +$466K +12,500 New
LCM
249
Laurion Capital Management
New York
$490K -$967K -25,906 -68%
XK
250
Xact Kapitalforvaltning
Sweden
$489K +$86.5K +2,317 +23%

TOL Hedge Fund Activity: Q2 2017 in Review

389 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2017, worth a combined $5.25B — up 9.4% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TOL positions and 42 closed out — a net gain of 13 holders — while 151 added to existing stakes and 112 trimmed.

The largest buyer was Millennium Management, adding an estimated $91.8M. The largest seller was Capital Growth Management, cutting an estimated $66.8M.

  • 389 institutional investors held Toll Brothers (TOL) as of Q2 2017, up from 378 in Q1 2017.
  • Funds reported $5.25B of Toll Brothers stock for Q2 2017, up 9.4% quarter-over-quarter.
  • 55 funds opened new Toll Brothers positions in Q2 2017 and 42 closed out, a net change of +13 holders.
  • The largest Toll Brothers buyer in Q2 2017 was Millennium Management, an estimated $91.8M added.
  • The largest Toll Brothers seller in Q2 2017 was Capital Growth Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2017.