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Toll Brothers
TOL

378 hedge funds and large institutions have $4.8B invested in Toll Brothers in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

32% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 44

22% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $29.3M

18% more capital invested

Capital invested by funds: $4.08B → $4.8B (+$720M)

1% more funds holding

Funds holding: 375 → 378 (+3)

0.71% more ownership

Funds ownership: 81.08% → 81.79% (+0.71%)

20% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 143

Holders
378
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
9.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
58
Increased
114
Reduced
143
Closed
44
Calls
$35.7M
Puts
$29.3M
Net Calls
+$6.47M
Net Calls Change
+$1.43M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$544M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.9M
3
CGM
Capital Growth Management
Massachusetts
+$51.7M
4
SFM
Systematic Financial Management
New Jersey
+$43.3M
5
Jennison Associates
Jennison Associates
New York
+$42.8M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$56.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$45M
3
JP Morgan Chase
JP Morgan Chase
New York
-$33.9M
4
ECM
Element Capital Management
New York
-$31.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
326
First Manhattan
New York
$36K – – –
PSUF
327
People's United Financial
Connecticut
$36K – – –
TRCT
328
Tower Research Capital (TRC)
New York
$32K -$17.8K -533 -38%
GT
329
Glenmede Trust
Pennsylvania
$32K – – –
MA
330
MCF Advisors
Kentucky
$32K – – –
NIPH
331
NN Investment Partners Holdings
Netherlands
$32K – – –
RFA
332
Reilly Financial Advisors
California
$32K – – –
IP
333
Intellectus Partners
California
$29K – – –
WCBA
334
Weaver C. Barksdale & Associates
Tennessee
$27K -$3.23K -97 -11%
WA
335
Winfield Associates
Ohio
$27K +$15.4K +461 +174%
PG
336
Patten Group
Tennessee
$26K – – –
IA
337
IFP Advisors
Florida
$21K +$1.07K +32 +6%
EWM
338
Endurance Wealth Management
Rhode Island
$20K – – –
NFG
339
Next Financial Group
Texas
$18K -$16.7K -500 -50%
SBL
340
Sargent Bickham Lagudis
Colorado
$18K – – –
HR
341
Howe & Rusling
New York
$15K +$13.5K +405 New
WEC
342
Winslow Evans & Crocker
Massachusetts
$14.1K – – –
WA
343
WealthTrust-Arizona
Arizona
$14K -$6.67K -200 -33%
GWM
344
Geneos Wealth Management
Colorado
$14K – – –
IWM
345
IHT Wealth Management
Illinois
$14K – – –
PCP
346
Proficio Capital Partners
Massachusetts
$13K +$5.57K +167 +99%
GAM
347
Gemmer Asset Management
California
$12K – – –
HCM
348
Highlander Capital Management
New Jersey
$12K +$10.7K +320 New
HI
349
Hudock Inc
Pennsylvania
$10K – – –
SSB
350
Sandy Spring Bank
Maryland
$9K – – –
12 13
14
15 16

TOL Hedge Fund Activity: Q1 2017 in Review

378 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2017, worth a combined $4.8B — up 18% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TOL positions and 44 closed out — a net gain of 14 holders — while 114 added to existing stakes and 143 trimmed.

The largest buyer was BlackRock, adding an estimated $544M. The largest seller was Citadel Advisors, cutting an estimated $56.7M.

  • 378 institutional investors held Toll Brothers (TOL) as of Q1 2017, up from 375 in Q4 2016.
  • Funds reported $4.8B of Toll Brothers stock for Q1 2017, up 18% quarter-over-quarter.
  • 58 funds opened new Toll Brothers positions in Q1 2017 and 44 closed out, a net change of +14 holders.
  • The largest Toll Brothers buyer in Q1 2017 was BlackRock, an estimated $544M added.
  • The largest Toll Brothers seller in Q1 2017 was Citadel Advisors, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2017.