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Toll Brothers

377 hedge funds and large institutions have $4.93B invested in Toll Brothers in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $169M | Put options by funds: $71.6M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $4.35B → $4.93B (+$576M)

2.93% more ownership

Funds ownership: 82.6%85.53% (+2.9%)

2% more funds holding

Funds holding: 368377 (+9)

40% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 162

Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
50
Increased
97
Reduced
162
Closed
41
Calls
$169M
Puts
$71.6M
Net Calls
+$97.6M
Net Calls Change
+$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
Advisors Asset Management
Colorado
$119K -$159K -4,322 -60%
GWMIA
302
Global Wealth Management Investment Advisory
Florida
$109K -$7.38K -200 -7%
PCM
303
Penserra Capital Management
California
$109K +$19.6K +532 +25%
JCM
304
Jacobi Capital Management
Pennsylvania
$97K
NFG
305
Next Financial Group
Texas
$95K -$774 -21 -0.9%
SSB
306
Sandy Spring Bank
Maryland
$82K +$36.9K +1,000 +100%
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$82K +$73.7K +2,000 New
S
308
SignatureFD
Georgia
$81K +$2.8K +76 +4%
VNA
309
Valley National Advisers
Pennsylvania
$70K +$74 +2 +0.1%
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.6K -$22.1K -600 -30%
Acadian Asset Management
311
Acadian Asset Management
Massachusetts
$55K +$49.4K +1,340 New
SJIM
312
St. Johns Investment Management
Florida
$52K +$47K +1,275 New
FMT
313
First Mercantile Trust
Tennessee
$37K +$3.39K +92 +12%
CFGS
314
Concourse Financial Group Securities
Alabama
$34K -$23.4K -634 -43%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$33K -$46.7K -1,267 -61%
CG
316
Cutler Group
California
$31K -$49.2K -1,335 -64%
QCG
317
Quadrant Capital Group
Ohio
$30K -$26.6K -720 -48%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$26K +$4.68K +127 +25%
EWM
319
Endurance Wealth Management
Rhode Island
$23K
SBL
320
Sargent Bickham Lagudis
Colorado
$21K
IRC
321
Investors Research Corp
Georgia
$21K +$18.4K +500 New
EIP
322
Ellis Investment Partners
Pennsylvania
$20K +$37 +1 +0.2%
MCM
323
McMillion Capital Management
North Carolina
$19K
WEC
324
Winslow Evans & Crocker
Massachusetts
$18K
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$17K +$12.1K +327 +372%

TOL Hedge Fund Activity: Q3 2019 in Review

377 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2019, worth a combined $4.93B — up 13% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TOL positions and 41 closed out — a net gain of 9 holders — while 97 added to existing stakes and 162 trimmed.

The largest buyer was Capital World Investors, adding an estimated $94.7M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 377 institutional investors held Toll Brothers (TOL) as of Q3 2019, up from 368 in Q2 2019.
  • Funds reported $4.93B of Toll Brothers stock for Q3 2019, up 13% quarter-over-quarter.
  • 50 funds opened new Toll Brothers positions in Q3 2019 and 41 closed out, a net change of +9 holders.
  • The largest Toll Brothers buyer in Q3 2019 was Capital World Investors, an estimated $94.7M added.
  • The largest Toll Brothers seller in Q3 2019 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.