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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
First Manhattan
301
First Manhattan
New York
$13K – – –
EIP
302
Ellis Investment Partners
Pennsylvania
$13K +$55 +2 +0.5%
OPS
303
Orion Portfolio Solutions
Nebraska
$13K +$6.67K +244 +168%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K +$8.43K +308 New
AW
305
Alpha Windward
Massachusetts
$10K -$278K -10,148 -97%
CIA
306
CSat Investment Advisory
Michigan
$10K -$6.13K -224 -43%
Credit Agricole
307
Credit Agricole
France
$10K – – –
HFA
308
HC Financial Advisors
California
$10K – – –
SIM
309
Sonora Investment Management
Arizona
$10K – – –
SPIA
310
Steward Partners Investment Advisory
New York
$10K – – –
BWM
311
Baystate Wealth Management
Massachusetts
$10K +$8.51K +311 New
HI
312
Hudock Inc
Pennsylvania
$9K – – –
SIC
313
Salem Investment Counselors
North Carolina
$8K – – –
JGIA
314
Jackson Grant Investment Advisers
Connecticut
$7K – – –
PWMG
315
Prestige Wealth Management Group
New Jersey
$7K – – –
LC
316
Lindbrook Capital
California
$7K +$821 +30 +16%
PH
317
Pinnacle Holdings
Oklahoma
$6.52K – – –
BDWM
318
Brewin Dolphin Wealth Management
Ireland
$6.52K +$5.47K +200 New
BCA
319
Berman Capital Advisors
Georgia
$6K -$1.7K -62 -24%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
ZB
321
Zions Bancorporation
Utah
$3K -$2.27K -83 -44%
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
NL
323
NVWM LLC
Pennsylvania
$3K – – –
RFA
324
Reilly Financial Advisors
California
$3K – – –
TFS
325
TrustCore Financial Services
Tennessee
$3K – – –
11 12
13
14 15

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.