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Toll Brothers

368 hedge funds and large institutions have $4.35B invested in Toll Brothers in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.47% more ownership

Funds ownership: 81.12%82.6% (+1.5%)

2% more capital invested

Capital invested by funds: $4.29B → $4.35B (+$64.9M)

7% less call options, than puts

Call options by funds: $30.1M | Put options by funds: $32.3M

8% less funds holding

Funds holding: 400368 (-32)

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

41% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 66

Holders
368
Holders Change
-32
Holders Change %
-8%
% of All Funds
7.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
113
Reduced
161
Closed
66
Calls
$30.1M
Puts
$32.3M
Net Calls
-$2.19M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
276
Financial Architects (New Jersey)
New Jersey
$227K -$242K -6,475 -51%
LTFS
277
Ladenburg Thalmann Financial Services
Florida
$227K -$78.4K -2,101 -25%
SLF
278
Sun Life Financial
Ontario, Canada
$227K
Group One Trading
279
Group One Trading
Illinois
$227K +$193K +5,158 +498%
JIR
280
James Investment Research
Ohio
$225K -$812K -21,755 -78%
CCFM
281
Clear Creek Financial Management
Washington
$222K +$226K +6,064 New
HCA
282
Harbour Capital Advisors
Virginia
$218K
Two Sigma Advisers
283
Two Sigma Advisers
New York
$216K -$7.85M -210,194 -97%
OFW
284
Omnia Family Wealth
Florida
$214K
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$202K +$206K +5,516 New
LWM
286
Lyell Wealth Management
California
$201K +$205K +5,500 New
PA
287
Parallel Advisors
California
$198K +$373 +10 +0.2%
SOAMC
288
Spirit of America Management Corp
New York
$157K +$25K +670 +19%
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$146K
GWMIA
290
Global Wealth Management Investment Advisory
Florida
$104K -$10.1K -270 -9%
SPIA
291
Steward Partners Investment Advisory
New York
$91K +$93.3K +2,500 New
JCM
292
Jacobi Capital Management
Pennsylvania
$86K
NFG
293
Next Financial Group
Texas
$86K +$86K +2,303 +4,900%
PCM
294
Penserra Capital Management
California
$77K +$20.5K +550 +35%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$76K +$26.4K +707 +52%
CG
296
Cutler Group
California
$76K +$78.1K +2,092 New
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.5K -$18.7K -500 -20%
S
298
SignatureFD
Georgia
$69K +$5.64K +151 +9%
VNA
299
Valley National Advisers
Pennsylvania
$62K -$25.5K -684 -29%
CFGS
300
Concourse Financial Group Securities
Alabama
$54K -$57.6K -1,544 -51%

TOL Hedge Fund Activity: Q2 2019 in Review

368 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2019, worth a combined $4.35B — up 1.5% from $4.29B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of TOL and 39 opened new positions — a net loss of 27 holders — while 161 trimmed existing stakes and 113 added.

The largest buyer was Boston Partners, adding an estimated $59.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $22.9M.

  • 368 institutional investors held Toll Brothers (TOL) as of Q2 2019, down from 400 in Q1 2019.
  • Funds reported $4.35B of Toll Brothers stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 39 funds opened new Toll Brothers positions in Q2 2019 and 66 closed out, a net change of -27 holders.
  • The largest Toll Brothers buyer in Q2 2019 was Boston Partners, an estimated $59.9M added.
  • The largest Toll Brothers seller in Q2 2019 was D.E. Shaw & Co, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2019.