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Toll Brothers

361 hedge funds and large institutions have $4.71B invested in Toll Brothers in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 140 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $170M | Put options by funds: $157M

0.89% less ownership

Funds ownership: 87.31%86.42% (-0.89%)

2% less funds holding

Funds holding: 370361 (-9)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

12% less capital invested

Capital invested by funds: $5.35B → $4.71B (-$641M)

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 140

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
361
Holders Change
-9
Holders Change %
-2.43%
% of All Funds
6.39%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
45
Increased
110
Reduced
140
Closed
51
Calls
$170M
Puts
$157M
Net Calls
+$13M
Net Calls Change
+$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
301
Ellevest Inc
New York
$25K
MF
302
Manchester Financial
California
$24K
KC
303
Kinloch Capital
Virginia
$24K +$25.5K +550 New
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$23K -$24.1K -520 -49%
IRC
305
Investors Research Corp
Georgia
$22K
NFSG
306
Newbridge Financial Services Group
Florida
$22K
SBL
307
Sargent Bickham Lagudis
Colorado
$22K
TFGT
308
TS Financial Group (TSFG)
Illinois
$22K +$46 +1 +0.2%
PMFA
309
Plante Moran Financial Advisors
Michigan
$20K +$20.9K +450 New
BBHC
310
Brown Brothers Harriman & Co
New York
$18K -$232 -5 -1%
EIP
311
Ellis Investment Partners
Pennsylvania
$18K +$46 +1 +0.2%
DA
312
Denali Advisors
California
$17K -$589K -12,700 -97%
PA
313
Parallel Advisors
California
$17K -$207K -4,463 -92%
SIC
314
Salem Investment Counselors
North Carolina
$17K
PFBT
315
Parkside Financial Bank & Trust
Missouri
$16K -$417 -9 -2%
BWM
316
Baystate Wealth Management
Massachusetts
$14K
QCG
317
Quadrant Capital Group
Ohio
$13K -$6.91K -149 -33%
Credit Agricole
318
Credit Agricole
France
$13K
HFA
319
HC Financial Advisors
California
$13K
HI
320
Hudock Inc
Pennsylvania
$13K
SIM
321
Sonora Investment Management
Arizona
$13K
VCG
322
Vantage Consulting Group
Virginia
$13K +$13.5K +292 New
FTDI
323
First Trust Direct Indexing
Massachusetts
$13K +$13.7K +296 New
RWB
324
RMR Wealth Builders
New Jersey
$13K +$13.9K +300 New
AWA
325
Arkadios Wealth Advisors
Georgia
$10K +$46 +1 +0.4%

TOL Hedge Fund Activity: Q4 2020 in Review

361 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2020, worth a combined $4.71B — down 12% from $5.35B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TOL and 45 opened new positions — a net loss of 6 holders — while 140 trimmed existing stakes and 110 added.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Man Group, cutting an estimated $32.5M.

  • 361 institutional investors held Toll Brothers (TOL) as of Q4 2020, down from 370 in Q3 2020.
  • Funds reported $4.71B of Toll Brothers stock for Q4 2020, down 12% quarter-over-quarter.
  • 45 funds opened new Toll Brothers positions in Q4 2020 and 51 closed out, a net change of -6 holders.
  • The largest Toll Brothers buyer in Q4 2020 was BlackRock, an estimated $54.1M added.
  • The largest Toll Brothers seller in Q4 2020 was Man Group, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2020.