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Toll Brothers

382 hedge funds and large institutions have $3.92B invested in Toll Brothers in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 91 increasing their positions, 179 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $4.12B → $3.92B (-$194M)

2.11% less ownership

Funds ownership: 84.76%82.65% (-2.1%)

11% less funds holding

Funds holding: 427382 (-45)

14% less call options, than puts

Call options by funds: $29.1M | Put options by funds: $33.8M

39% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 109

49% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 179

Holders
382
Holders Change
-45
Holders Change %
-10.54%
% of All Funds
8.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
66
Increased
91
Reduced
179
Closed
109
Calls
$29.1M
Puts
$33.8M
Net Calls
-$4.73M
Net Calls Change
+$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
326
Sargent Bickham Lagudis
Colorado
$16K
MWA
327
Meridian Wealth Advisors
Texas
$16K +$16.1K +500 New
RFA
328
Reilly Financial Advisors
California
$16K +$16.1K +500 New
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$15K -$1.57K -49 -9%
WEC
330
Winslow Evans & Crocker
Massachusetts
$14K -$107K -3,326 -90%
IP
331
Intellectus Partners
California
$13K
WCM
332
WealthBridge Capital Management
Ohio
$13K +$12.8K +400 New
BWA
333
BDO Wealth Advisors
Florida
$12K
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$12K +$5.08K +158 +81%
GAM
335
Gemmer Asset Management
California
$11K
ClearBridge Investments
336
ClearBridge Investments
New York
$11K +$2.51K +78 +29%
APA
337
American Portfolios Advisors
New York
$10.9K +$6.42K +200 +154%
BI
338
Bramshill Investments
Florida
$10K -$493K -15,338 -98%
Credit Agricole
339
Credit Agricole
France
$10K
HI
340
Hudock Inc
Pennsylvania
$10K
SIM
341
Sonora Investment Management
Arizona
$10K
PWMG
342
Prestige Wealth Management Group
New Jersey
$10K +$9.83K +306 New
OIA
343
OneDigital Investment Advisors
Kansas
$10K +$10K +312 New
Schroder Investment Management Group
344
Schroder Investment Management Group
United Kingdom
$9.87K +$6.81M +211,850 +241%
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$9K +$2.18K +68 +31%
CAW
346
Cornerstone Advisors (Washington)
Washington
$7K -$353 -11 -5%
VCM
347
Versant Capital Management
Arizona
$7K +$6.65K +207 +986%
PH
348
Pinnacle Holdings
Oklahoma
$6.59K
RE
349
RBC Europe
United Kingdom
$6.16K
PCP
350
Proficio Capital Partners
Massachusetts
$6K -$451K -14,037 -99%