Toll Brothers
405 hedge funds and large institutions have $5.8B invested in Toll Brothers in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 47 closing their positions.
130% more call options, than puts
Call options by funds: $216M | Put options by funds: $94.2M
8% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 131
4% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 47
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less funds holding
Funds holding: 407 → 405 (-2)
0.65% less ownership
Funds ownership: 86.87% → 86.23% (-0.65%)
6% less capital invested
Capital invested by funds: $6.18B → $5.8B (-$386M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$86.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$35.7M |
| 3 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
|
+$14.5M |
| 4 |
Jennison Associates
New York
|
+$12.6M |
| 5 |
BAMCO Inc
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.2M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$41M |
| 3 |
BlackRock
New York
|
-$24.2M |
| 4 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
-$18.9M |
| 5 |
Squarepoint
New York
|
-$15.6M |
TOL Hedge Fund Activity: Q3 2021 in Review
405 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2021, worth a combined $5.8B — down 6.2% from $6.18B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new TOL positions and 47 closed out — a net gain of 2 holders — while 142 added to existing stakes and 131 trimmed.
The largest buyer was Capital International Investors, adding an estimated $86.7M. The largest seller was Fidelity Investments, cutting an estimated $69.2M.
- 405 institutional investors held Toll Brothers (TOL) as of Q3 2021, down from 407 in Q2 2021.
- Funds reported $5.8B of Toll Brothers stock for Q3 2021, down 6.2% quarter-over-quarter.
- 49 funds opened new Toll Brothers positions in Q3 2021 and 47 closed out, a net change of +2 holders.
- The largest Toll Brothers buyer in Q3 2021 was Capital International Investors, an estimated $86.7M added.
- The largest Toll Brothers seller in Q3 2021 was Fidelity Investments, an estimated $69.2M sold.
Based on aggregated 13F filings for Q3 2021.