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Toll Brothers
TOL

428 hedge funds and large institutions have $5.62B invested in Toll Brothers in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $30.3M

0.79% less ownership

Funds ownership: 86.44% → 85.66% (-0.79%)

7% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 154

5% less funds holding

Funds holding: 452 → 428 (-24)

12% less capital invested

Capital invested by funds: $6.35B → $5.62B (-$734M)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
428
Holders Change
-24
Holders Change %
-5.31%
% of All Funds
9.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
58
Increased
143
Reduced
154
Closed
76
Calls
$51.6M
Puts
$30.3M
Net Calls
+$21.3M
Net Calls Change
+$19.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$58.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.4M
3
TCIM
TIAA CREF Investment Management
New York
+$47.9M
4
American Century Companies
American Century Companies
Missouri
+$47.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$28.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$99.4M
2
Millennium Management
Millennium Management
New York
-$79.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$57.6M
4
CGM
Capital Growth Management
Massachusetts
-$46.6M
5
BlackRock
BlackRock
New York
-$35.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
326
Omnia Family Wealth
Florida
$260K – – –
KI
327
Koch Industries
Kansas
$252K -$364K -7,748 -57%
CCIA
328
Campbell & Co Investment Adviser
Maryland
$242K -$146K -3,100 -36%
II
329
IFM Investors
Australia
$240K +$260K +5,546 New
ACP
330
Aviance Capital Partners
Florida
$240K +$261K +5,562 New
NA
331
NewEdge Advisors
Louisiana
$240K +$269K +5,728 New
SGA
332
Strategic Global Advisors
California
$234K +$255K +5,420 New
FQ
333
First Quadrant
California
$233K – – –
SSP
334
Sapphire Star Partners
Washington
$230K – – –
TAM
335
Taurus Asset Management
New York
$225K – – –
PTC
336
Petrus Trust Company
Texas
$224K +$243K +5,178 New
IA
337
Icon Advisers
Colorado
$221K +$239K +5,100 New
NA
338
Navellier & Associates
Nevada
$216K -$35K -746 -13%
Daiwa Securities Group
339
Daiwa Securities Group
Japan
$216K – – –
HCM
340
Hollencrest Capital Management
California
$216K – – –
PAM
341
Private Asset Management
California
$216K – – –
WSFS
342
Wilmington Savings Fund Society
Delaware
$207K – – –
PHK
343
Point72 Hong Kong
Hong Kong
$203K +$220K +4,688 New
EOJOAM
344
E. Ohman J:or Asset Management
Sweden
$182K – – –
KTC
345
Kistler-Tiffany Companies
Pennsylvania
$173K – – –
ST
346
Smithfield Trust
Pennsylvania
$161K +$22.5K +480 +15%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$151K – – –
Envestnet Asset Management
348
Envestnet Asset Management
Illinois
$150K -$54.6K -1,163 -25%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K -$55.2K -1,175 -26%
CTC
350
Central Trust Company
Missouri
$131K -$10.6K -225 -7%
12 13
14
15 16

TOL Hedge Fund Activity: Q1 2018 in Review

428 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2018, worth a combined $5.62B — down 12% from $6.35B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TOL and 58 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 143 added.

The largest buyer was AJO LP, adding an estimated $58.5M. The largest seller was JP Morgan Chase, cutting an estimated $99.4M.

  • 428 institutional investors held Toll Brothers (TOL) as of Q1 2018, down from 452 in Q4 2017.
  • Funds reported $5.62B of Toll Brothers stock for Q1 2018, down 12% quarter-over-quarter.
  • 58 funds opened new Toll Brothers positions in Q1 2018 and 76 closed out, a net change of -18 holders.
  • The largest Toll Brothers buyer in Q1 2018 was AJO LP, an estimated $58.5M added.
  • The largest Toll Brothers seller in Q1 2018 was JP Morgan Chase, an estimated $99.4M sold.

Based on aggregated 13F filings for Q1 2018.