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Toll Brothers
TOL

428 hedge funds and large institutions have $5.62B invested in Toll Brothers in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $30.3M

0.79% less ownership

Funds ownership: 86.44% → 85.66% (-0.79%)

7% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 154

5% less funds holding

Funds holding: 452 → 428 (-24)

12% less capital invested

Capital invested by funds: $6.35B → $5.62B (-$734M)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
428
Holders Change
-24
Holders Change %
-5.31%
% of All Funds
9.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
58
Increased
143
Reduced
154
Closed
76
Calls
$51.6M
Puts
$30.3M
Net Calls
+$21.3M
Net Calls Change
+$19.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$58.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.4M
3
TCIM
TIAA CREF Investment Management
New York
+$47.9M
4
American Century Companies
American Century Companies
Missouri
+$47.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$28.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$99.4M
2
Millennium Management
Millennium Management
New York
-$79.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$57.6M
4
CGM
Capital Growth Management
Massachusetts
-$46.6M
5
BlackRock
BlackRock
New York
-$35.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$429K -$6.76K -144 -1%
Stifel Financial
302
Stifel Financial
Missouri
$429K +$464K +9,889 New
PGIM
303
Pacific Global Investment Management
California
$428K +$38.1K +811 +9%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$419K -$9.58K -204 -2%
CG
305
Clinton Group
New York
$413K -$3.36M -71,592 -88%
HPC
306
HM Payson & Co
Maine
$397K +$7.98K +170 +2%
HCC
307
Hirtle Callaghan & Co
Pennsylvania
$389K – – –
FPS
308
Fieldpoint Private Securities
Connecticut
$359K +$18.3K +390 +5%
SAM
309
Shell Asset Management
Netherlands
$349K – – –
YMRC
310
Yorktown Management & Research Company
Virginia
$346K – – –
WAM
311
World Asset Management
Michigan
$344K -$73.7K -1,569 -16%
WBC
312
Westpac Banking Corp
Australia
$338K – – –
Skandinaviska Enskilda Banken (SEB)
313
Skandinaviska Enskilda Banken (SEB)
Sweden
$327K +$29.7K +633 +9%
BWM
314
BigSur Wealth Management
Florida
$321K – – –
LTFS
315
Ladenburg Thalmann Financial Services
Florida
$307K -$52.5K -1,119 -14%
SRAM
316
Stone Ridge Asset Management
New York
$305K +$332K +7,062 New
EC
317
EJF Capital
Virginia
$303K +$329K +7,000 New
HCA
318
Harbour Capital Advisors
Virginia
$301K – – –
OC
319
Oppenheimer & Co
New York
$299K +$325K +6,923 New
FCBT
320
First Citizens Bank & Trust
North Carolina
$297K -$54.7K -1,165 -15%
MYAM
321
Meiji Yasuda Asset Management
Japan
$294K +$319K +6,800 New
Acadian Asset Management
322
Acadian Asset Management
Massachusetts
$293K -$20.8M -442,121 -98%
EHWM
323
Eads & Heald Wealth Management
Georgia
$284K +$1.64K +35 +0.5%
SGAM
324
Steinberg Global Asset Management
Florida
$268K +$291K +6,189 New
WEC
325
Winslow Evans & Crocker
Massachusetts
$267K +$271K +5,780 +1,482%
11 12
13
14 15

TOL Hedge Fund Activity: Q1 2018 in Review

428 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2018, worth a combined $5.62B — down 12% from $6.35B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TOL and 58 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 143 added.

The largest buyer was AJO LP, adding an estimated $58.5M. The largest seller was JP Morgan Chase, cutting an estimated $99.4M.

  • 428 institutional investors held Toll Brothers (TOL) as of Q1 2018, down from 452 in Q4 2017.
  • Funds reported $5.62B of Toll Brothers stock for Q1 2018, down 12% quarter-over-quarter.
  • 58 funds opened new Toll Brothers positions in Q1 2018 and 76 closed out, a net change of -18 holders.
  • The largest Toll Brothers buyer in Q1 2018 was AJO LP, an estimated $58.5M added.
  • The largest Toll Brothers seller in Q1 2018 was JP Morgan Chase, an estimated $99.4M sold.

Based on aggregated 13F filings for Q1 2018.