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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
QCG
301
Quadrant Capital Group
Ohio
$52K +$21K +562 +59%
MAM
302
Meeder Asset Management
Ohio
$50K -$110K -2,941 -68%
HFM
303
Harvest Fund Management
China
$49K
Simplex Trading
304
Simplex Trading
Illinois
$48K +$49.2K +1,319 New
SSB
305
Sandy Spring Bank
Maryland
$37K -$2.91K -78 -7%
QT
306
Quantamental Technologies
New York
$30K -$104K -2,791 -77%
FMT
307
First Mercantile Trust
Tennessee
$29K -$4.48K -120 -13%
EWM
308
Endurance Wealth Management
Rhode Island
$20K
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$19K +$5.71K +153 +42%
SBL
310
Sargent Bickham Lagudis
Colorado
$18K
EIP
311
Ellis Investment Partners
Pennsylvania
$18K +$19K +509 New
VCM
312
Versant Capital Management
Arizona
$17K -$336 -9 -2%
MCM
313
McMillion Capital Management
North Carolina
$17K +$17.5K +469 New
WEC
314
Winslow Evans & Crocker
Massachusetts
$16K -$373 -10 -3%
APA
315
American Portfolios Advisors
New York
$14.3K +$37 +1 +0.3%
VFA
316
Valeo Financial Advisors
Indiana
$14K -$9.56K -256 -40%
ASN
317
Advisory Services Network
Georgia
$14K +$14.7K +395 New
GAM
318
Gemmer Asset Management
California
$13K
CIA
319
CSat Investment Advisory
Michigan
$12K +$12K +322 New
Credit Agricole
320
Credit Agricole
France
$11K
HI
321
Hudock Inc
Pennsylvania
$11K
RFA
322
Reilly Financial Advisors
California
$11K
SIM
323
Sonora Investment Management
Arizona
$11K
OIA
324
OneDigital Investment Advisors
Kansas
$11K +$37 +1 +0.3%
BCA
325
Berman Capital Advisors
Georgia
$10K

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.