We are live on ! Find out more
TOL icon

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
GL
251
GLG LLC
New York
$371K -$734 -22 -0.2%
FFA
252
First Foundation Advisors
California
$366K -$1.27K -38 -0.4%
XK
253
Xact Kapitalforvaltning
Sweden
$363K – – –
PC
254
Pomelo Capital
New York
$361K – – –
FCBT
255
First Citizens Bank & Trust
North Carolina
$360K +$333K +9,973 New
S
256
SignatureFD
Georgia
$358K -$52.5K -1,576 -14%
WAM
257
World Asset Management
Michigan
$357K +$22K +659 +7%
SEC
258
Seven Eight Capital
New York
$350K +$323K +9,695 New
TD Asset Management
259
TD Asset Management
Ontario, Canada
$349K +$20K +600 +7%
AG
260
Advisor Group
Arizona
$348K +$54.4K +1,631 +20%
MHS
261
M Holdings Securities
Oregon
$341K +$19.9K +598 +7%
EGM
262
Engineers Gate Manager
New York
$328K +$303K +9,090 New
HPC
263
HM Payson & Co
Maine
$325K – – –
FCM
264
Flinton Capital Management
Pennsylvania
$317K -$59K -1,768 -17%
GH
265
GAM Holding
Switzerland
$317K -$267 -8 -0.1%
RCM
266
Riverhead Capital Management
Delaware
$311K -$56.7K -1,700 -17%
SAM
267
Shell Asset Management
Netherlands
$306K +$16.2K +487 +6%
PAM
268
Panagora Asset Management
Massachusetts
$303K -$164K -4,928 -37%
ZIC
269
ZWJ Investment Counsel
Georgia
$300K +$277K +8,300 New
CIAN
270
Capstone Investment Advisors (Netherlands)
New York
$295K -$65.9K -1,975 -19%
GS
271
GAM Systematic
United Kingdom
$295K +$272K +8,167 New
JG
272
Jefferies Group
New York
$286K -$188K -5,632 -42%
CI
273
Cavalier Investments
Georgia
$286K -$39.9K -1,197 -13%
FPS
274
Fieldpoint Private Securities
Connecticut
$285K +$263K +7,900 New
Wolverine Trading
275
Wolverine Trading
Illinois
$274K +$251K +7,537 New
9 10
11
12 13

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.