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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
LTFS
301
Ladenburg Thalmann Financial Services
Florida
$205K +$26.3K +790 +16%
GCAC
302
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K +$193K +5,800 New
QI
303
QS Investors
New York
$179K – – –
EOJOAM
304
E. Ohman J:or Asset Management
Sweden
$152K – – –
MCIM
305
Meadow Creek Investment Management
Georgia
$149K -$27.7K -832 -17%
MSV
306
MN Services Vermogensbeheer
Netherlands
$140K – – –
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$134K +$11.3K +339 +10%
Nordea Investment Management
308
Nordea Investment Management
Sweden
$126K – – –
CBOA
309
Commonwealth Bank of Australia
Australia
$123K +$11K +330 +11%
ASN
310
Advisory Services Network
Georgia
$114K +$106K +3,170 New
LS
311
Livforsakringsbolaget Skandia
Sweden
$106K -$503K -15,100 -84%
Creative Planning
312
Creative Planning
Kansas
$101K -$173K -5,200 -65%
US Bancorp
313
US Bancorp
Minnesota
$101K +$1.63K +49 +2%
Macquarie Group
314
Macquarie Group
Australia
$98K -$20K -600 -18%
CG
315
Cutler Group
California
$96K -$492K -14,760 -85%
FPF
316
FNY Partners Fund
New York
$90K +$83.4K +2,500 New
ST
317
Spot Trading
Illinois
$88K +$81.1K +2,432 New
FPA
318
Fieldpoint Private Advisors
New York
$87K -$3.02M -90,445 -97%
MIFH
319
Migdal Insurance & Financial Holdings
Israel
$84K -$13.3K -400 -15%
SO
320
STRS Ohio
Ohio
$84K – – –
AAM
321
Advisors Asset Management
Colorado
$60K -$94.3K -2,829 -63%
OMCS
322
Old Mutual Customised Solutions
South Africa
$54K – – –
FMA
323
FNY Managed Accounts
New York
$51K +$47.5K +1,425 New
HCA
324
Harbour Capital Advisors
Virginia
$48.7K +$45K +1,350 New
WTB
325
Washington Trust Bank
Washington
$36K -$767 -23 -2%
11 12
13
14 15

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.