We are live on ! Find out more
TOL icon

Toll Brothers
TOL

346 hedge funds and large institutions have $3.41B invested in Toll Brothers in 2020 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 79 increasing their positions, 132 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $88.1M | Put options by funds: $36.4M

69% more capital invested

Capital invested by funds: $2.02B → $3.41B (+$1.39B)

67% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 51

11% more funds holding

Funds holding: 313 → 346 (+33)

0.31% more ownership

Funds ownership: 83.01% → 83.31% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

40% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 132

Holders
346
Holders Change
+33
Holders Change %
+10.54%
% of All Funds
7.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
85
Increased
79
Reduced
132
Closed
51
Calls
$88.1M
Puts
$36.4M
Net Calls
+$51.6M
Net Calls Change
+$34.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.1M
2
Goldman Sachs
Goldman Sachs
New York
+$43.7M
3
BlackRock
BlackRock
New York
+$23.2M
4
Morgan Stanley
Morgan Stanley
New York
+$22.3M
5
CGM
Capital Growth Management
Massachusetts
+$21.1M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$58.6M
2
Capital World Investors
Capital World Investors
California
-$52.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$39.4M
4
ESCM
Echo Street Capital Management
New York
-$28.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
251
Shelton Capital Management
Colorado
$229K +$192K +7,033 New
DCM
252
Dupont Capital Management
Delaware
$225K -$156K -5,705 -45%
FCBT
253
First Citizens Bank & Trust
North Carolina
$225K +$189K +6,894 New
HA
254
H2O AM
United Kingdom
$222K -$139K -5,065 -43%
PAG
255
Private Advisor Group
New Jersey
$219K +$184K +6,725 New
PCMC
256
Paragon Capital Management (Colorado)
Colorado
$215K +$181K +6,608 New
US Bancorp
257
US Bancorp
Minnesota
$212K +$58.8K +2,148 +49%
SAM
258
Shell Asset Management
Netherlands
$209K -$218K -7,982 -55%
NAM
259
NorthCoast Asset Management
Connecticut
$209K +$175K +6,400 New
LIA
260
LS Investment Advisors
Michigan
$207K -$9.63K -352 -5%
QSS
261
Quantitative Systematic Strategies
Florida
$204K +$171K +6,246 New
CFGS
262
Concourse Financial Group Securities
Alabama
$194K +$101K +3,700 +165%
ICOM
263
Investment Counselors of Maryland
Maryland
$185K -$858K -31,365 -85%
VCM
264
Vigilant Capital Management
Maine
$178K +$149K +5,450 New
WAM
265
Wolverine Asset Management
Illinois
$159K +$134K +4,888 New
PHK
266
Point72 Hong Kong
Hong Kong
$145K +$122K +4,455 New
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$130K – – –
Acadian Asset Management
268
Acadian Asset Management
Massachusetts
$127K – – –
C
269
Cerebellum
California
$120K +$68.4K +2,500 New
GWMIA
270
Global Wealth Management Investment Advisory
Florida
$112K – – –
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$93K +$80.8K +2,955 New
NIT
272
NumerixS Investment Technologies
British Columbia, Canada
$86K -$51.6K -1,886 -42%
CAN
273
Cetera Advisor Networks
California
$86K +$72.1K +2,636 New
EP
274
Eudaimonia Partners
Tennessee
$65K – – –
HI
275
Hoey Investments
Pennsylvania
$65K – – –
9 10
11
12 13

TOL Hedge Fund Activity: Q2 2020 in Review

346 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2020, worth a combined $3.41B — up 69% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new TOL positions and 51 closed out — a net gain of 34 holders — while 79 added to existing stakes and 132 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $58.6M.

  • 346 institutional investors held Toll Brothers (TOL) as of Q2 2020, up from 313 in Q1 2020.
  • Funds reported $3.41B of Toll Brothers stock for Q2 2020, up 69% quarter-over-quarter.
  • 85 funds opened new Toll Brothers positions in Q2 2020 and 51 closed out, a net change of +34 holders.
  • The largest Toll Brothers buyer in Q2 2020 was Fidelity Investments, an estimated $64.1M added.
  • The largest Toll Brothers seller in Q2 2020 was Massachusetts Financial Services, an estimated $58.6M sold.

Based on aggregated 13F filings for Q2 2020.