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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
MYAM
276
Meiji Yasuda Asset Management
Japan
$272K -$130K -3,900 -34%
Robeco Institutional Asset Management
277
Robeco Institutional Asset Management
Netherlands
$269K +$249K +7,459 New
HC
278
Henshaw Capital
Massachusetts
$267K – – –
TIM
279
Thompson Investment Management
Wisconsin
$267K -$6.67K -200 -3%
CCB
280
Cutter & Co Brokerage
Missouri
$267K +$4K +120 +2%
BHWM
281
Bar Harbor Wealth Management
New Hampshire
$264K +$3.33K +100 +1%
IR
282
Invictus RG
Bermuda
$262K +$242K +7,261 New
TAM
283
Tyers Asset Management
Texas
$261K -$48.5K -1,456 -17%
CRC
284
Curi RMB Capital
Illinois
$253K – – –
Skandinaviska Enskilda Banken (SEB)
285
Skandinaviska Enskilda Banken (SEB)
Sweden
$250K – – –
NIMI
286
Natixis Investment Managers International
France
$248K -$190K -5,703 -45%
Tudor Investment Corp
287
Tudor Investment Corp
Connecticut
$246K +$227K +6,800 New
EHWM
288
Eads & Heald Wealth Management
Georgia
$244K +$225K +6,745 New
MYLI
289
Meiji Yasuda Life Insurance
Japan
$242K -$130K -3,900 -37%
TH
290
Timber Hill
Connecticut
$230K +$212K +6,371 New
FRM
291
Fox Run Management
Connecticut
$227K -$467K -14,000 -69%
Group One Trading
292
Group One Trading
Illinois
$227K +$210K +6,293 New
CI
293
Cigna Investments
Connecticut
$221K +$204K +6,117 New
OFW
294
Omnia Family Wealth
Florida
$219K – – –
TSW
295
Thompson Siegel & Walmsley
Virginia
$217K – – –
CA
296
Commerzbank Aktiengesellschaft
Germany
$214K -$639K -19,164 -76%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$211K +$194K +5,830 New
NA
298
Navellier & Associates
Nevada
$208K +$193K +5,774 New
SSP
299
Sapphire Star Partners
Washington
$208K +$193K +5,774 New
NA
300
Neuburgh Advisers
California
$205K -$38.1K -1,144 -17%
10 11
12
13 14

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.