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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
Toronto Dominion Bank
276
Toronto Dominion Bank
Ontario, Canada
$65K – – –
GT
277
Glenmede Trust
Pennsylvania
$65K +$9.41K +344 +21%
JCM
278
Jacobi Capital Management
Pennsylvania
$57K -$16.4K -600 -25%
GWM
279
Geneos Wealth Management
Colorado
$47K +$33.4K +1,222 +306%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$41K +$11.8K +433 +53%
KPW
281
Kore Private Wealth
New York
$39K – – –
FMT
282
First Mercantile Trust
Tennessee
$38K -$1.8K -66 -5%
GRP
283
Global Retirement Partners
California
$36K +$2.87K +105 +11%
AA
284
Ancora Advisors
Ohio
$33K -$13.7K -500 -33%
APA
285
American Portfolios Advisors
New York
$27.5K +$957 +35 +4%
S
286
SignatureFD
Georgia
$23K -$41.4K -1,515 -68%
IA
287
IFP Advisors
Florida
$19K +$1.8K +66 +12%
EI
288
Ellevest Inc
New York
$19K +$2.38K +87 +18%
MF
289
Manchester Financial
California
$18K +$14.9K +545 New
AWA
290
Arkadios Wealth Advisors
Georgia
$16.7K -$27.4K -1,000 -67%
IRC
291
Investors Research Corp
Georgia
$16K – – –
SBL
292
Sargent Bickham Lagudis
Colorado
$16K – – –
TFGT
293
TS Financial Group (TSFG)
Illinois
$16K +$13.7K +500 New
HNB
294
Huntington National Bank
Ohio
$16K +$13.8K +503 New
QCG
295
Quadrant Capital Group
Ohio
$15K -$13K -474 -51%
EWM
296
Endurance Wealth Management
Rhode Island
$15K – – –
PA
297
Parallel Advisors
California
$15K +$5.5K +201 +70%
NICM
298
Neo Ivy Capital Management
New York
$15K +$12.3K +448 New
MAM
299
Meeder Asset Management
Ohio
$13K -$192K -7,021 -95%
PFBT
300
Parkside Financial Bank & Trust
Missouri
$13K -$328 -12 -3%
10 11
12
13 14

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.