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Toll Brothers

368 hedge funds and large institutions have $4.35B invested in Toll Brothers in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.47% more ownership

Funds ownership: 81.12%82.6% (+1.5%)

2% more capital invested

Capital invested by funds: $4.29B → $4.35B (+$64.9M)

7% less call options, than puts

Call options by funds: $30.1M | Put options by funds: $32.3M

8% less funds holding

Funds holding: 400368 (-32)

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

41% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 66

Holders
368
Holders Change
-32
Holders Change %
-8%
% of All Funds
7.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
113
Reduced
161
Closed
66
Calls
$30.1M
Puts
$32.3M
Net Calls
-$2.19M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
326
Cornerstone Advisors (Washington)
Washington
$10K +$1.08K +29 +12%
AIM
327
Advantage Investment Management
Iowa
$10K +$3.58K +96 +52%
SIC
328
Salem Investment Counselors
North Carolina
$9K
ZB
329
Zions Bancorporation
Utah
$9K
RIA
330
Realta Investment Advisors
Delaware
$8K +$1.19K +32 +16%
PH
331
Pinnacle Holdings
Oklahoma
$7.32K
PWMG
332
Prestige Wealth Management Group
New Jersey
$7K
RE
333
RBC Europe
United Kingdom
$6.85K
PCP
334
Proficio Capital Partners
Massachusetts
$6K -$1.53K -41 -21%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$6K
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$6K
FHA
337
First Horizon Advisors
Tennessee
$6K +$3.25K +87 +84%
RCAG
338
Rehmann Capital Advisory Group
Michigan
$4.14K
CFG
339
Citizens Financial Group
Rhode Island
$4K
CWA
340
Clarus Wealth Advisors
Arizona
$4K
DAM
341
Delta Asset Management
Tennessee
$4K
TFS
342
TrustCore Financial Services
Tennessee
$4K
NCM
343
Next Capital Management
New York
$4K +$4.52K +121 New
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$3K -$26.7K -714 -89%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$3K -$10.2K -274 -78%
PFBT
346
Parkside Financial Bank & Trust
Missouri
$3K +$3.13K +84 +764%
MIM
347
Macroview Investment Management
Maryland
$3K +$3.25K +87 New
SWA
348
Sutton Wealth Advisors
Florida
$2.71K +$933 +25 +51%
ED
349
Exane Derivatives
France
$2.64K
EARNEST Partners
350
EARNEST Partners
Georgia
$2K

TOL Hedge Fund Activity: Q2 2019 in Review

368 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2019, worth a combined $4.35B — up 1.5% from $4.29B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of TOL and 39 opened new positions — a net loss of 27 holders — while 161 trimmed existing stakes and 113 added.

The largest buyer was Boston Partners, adding an estimated $59.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $22.9M.

  • 368 institutional investors held Toll Brothers (TOL) as of Q2 2019, down from 400 in Q1 2019.
  • Funds reported $4.35B of Toll Brothers stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 39 funds opened new Toll Brothers positions in Q2 2019 and 66 closed out, a net change of -27 holders.
  • The largest Toll Brothers buyer in Q2 2019 was Boston Partners, an estimated $59.9M added.
  • The largest Toll Brothers seller in Q2 2019 was D.E. Shaw & Co, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2019.