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Toll Brothers

377 hedge funds and large institutions have $4.93B invested in Toll Brothers in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $169M | Put options by funds: $71.6M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $4.35B → $4.93B (+$576M)

2.93% more ownership

Funds ownership: 82.6%85.53% (+2.9%)

2% more funds holding

Funds holding: 368377 (+9)

40% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 162

Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
50
Increased
97
Reduced
162
Closed
41
Calls
$169M
Puts
$71.6M
Net Calls
+$97.6M
Net Calls Change
+$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
251
Sumitomo Mitsui Trust Group
Japan
$403K +$87.8K +2,380 +32%
PA
252
Profund Advisors
Maryland
$398K -$9.99K -271 -3%
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$395K -$32.3K -877 -8%
SC
254
Sawyer & Company
Massachusetts
$393K -$6.64K -180 -2%
NERM
255
New England Research & Management
Illinois
$388K
PP
256
Patten & Patten
Tennessee
$387K -$4.61K -125 -1%
VRS
257
Virginia Retirement Systems
Virginia
$382K -$398K -10,800 -54%
HighTower Advisors
258
HighTower Advisors
Illinois
$372K -$23.9K -649 -7%
CP
259
Camelot Portfolios
Ohio
$351K -$647K -17,533 -67%
M&T Bank
260
M&T Bank
New York
$349K -$701 -19 -0.2%
Zurich Cantonal Bank
261
Zurich Cantonal Bank
Switzerland
$347K +$21.2K +574 +7%
WAM
262
World Asset Management
Michigan
$339K +$5.2K +141 +2%
BIP
263
Brandes Investment Partners
California
$329K -$78.9K -2,141 -21%
PCMC
264
Paragon Capital Management (Colorado)
Colorado
$324K -$7.74K -210 -3%
CB
265
Commerce Bank
Missouri
$323K -$125K -3,401 -30%
CPO
266
Cerity Partners OCIO
New York
$318K +$286K +7,749 New
B
267
Barings
North Carolina
$296K
ACI
268
AMP Capital Investors
Australia
$289K
ONB
269
Old National Bancorp
Indiana
$289K +$4.83K +131 +2%
AG
270
Advisor Group
Arizona
$278K -$558K -15,142 -69%
LIA
271
LS Investment Advisors
Michigan
$278K -$1.03K -28 -0.4%
Baird Financial Group
272
Baird Financial Group
Wisconsin
$276K -$847K -22,970 -77%
QT
273
Quantbot Technologies
New York
$267K +$240K +6,508 New
BFM
274
Boothbay Fund Management
New York
$266K +$239K +6,483 New
CSS
275
Cubist Systematic Strategies
Connecticut
$264K -$757K -20,524 -76%

TOL Hedge Fund Activity: Q3 2019 in Review

377 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2019, worth a combined $4.93B — up 13% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TOL positions and 41 closed out — a net gain of 9 holders — while 97 added to existing stakes and 162 trimmed.

The largest buyer was Capital World Investors, adding an estimated $94.7M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 377 institutional investors held Toll Brothers (TOL) as of Q3 2019, up from 368 in Q2 2019.
  • Funds reported $4.93B of Toll Brothers stock for Q3 2019, up 13% quarter-over-quarter.
  • 50 funds opened new Toll Brothers positions in Q3 2019 and 41 closed out, a net change of +9 holders.
  • The largest Toll Brothers buyer in Q3 2019 was Capital World Investors, an estimated $94.7M added.
  • The largest Toll Brothers seller in Q3 2019 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.