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Toll Brothers

377 hedge funds and large institutions have $4.93B invested in Toll Brothers in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $169M | Put options by funds: $71.6M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $4.35B → $4.93B (+$576M)

2.93% more ownership

Funds ownership: 82.6%85.53% (+2.9%)

2% more funds holding

Funds holding: 368377 (+9)

40% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 162

Holders
377
Holders Change
+9
Holders Change %
+2.45%
% of All Funds
8.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
50
Increased
97
Reduced
162
Closed
41
Calls
$169M
Puts
$71.6M
Net Calls
+$97.6M
Net Calls Change
+$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
326
American Portfolios Advisors
New York
$16.1K
CIA
327
CSat Investment Advisory
Michigan
$15K +$1.92K +52 +16%
VCM
328
Versant Capital Management
Arizona
$14K -$5.16K -140 -29%
ASN
329
Advisory Services Network
Georgia
$14K
GAM
330
Gemmer Asset Management
California
$14K
SPIA
331
Steward Partners Investment Advisory
New York
$12K -$81.1K -2,200 -88%
BCA
332
Berman Capital Advisors
Georgia
$12K
Credit Agricole
333
Credit Agricole
France
$12K
HI
334
Hudock Inc
Pennsylvania
$12K
RFA
335
Reilly Financial Advisors
California
$12K
SIM
336
Sonora Investment Management
Arizona
$12K
AIM
337
Advantage Investment Management
Iowa
$11K -$553 -15 -5%
CAW
338
Cornerstone Advisors (Washington)
Washington
$10K -$1.07K -29 -11%
SIC
339
Salem Investment Counselors
North Carolina
$10K
ZB
340
Zions Bancorporation
Utah
$10K
RIA
341
Realta Investment Advisors
Delaware
$10K +$959 +26 +11%
SFS
342
Sowell Financial Services
Arkansas
$9K +$8.3K +225 New
PH
343
Pinnacle Holdings
Oklahoma
$8.21K
PWMG
344
Prestige Wealth Management Group
New Jersey
$8K
RE
345
RBC Europe
United Kingdom
$7.68K
FHA
346
First Horizon Advisors
Tennessee
$7K
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$6K
WAP
348
Wealthcare Advisory Partners
Pennsylvania
$6K +$37 +1 +0.6%
CFG
349
Citizens Financial Group
Rhode Island
$5K
RCAG
350
Rehmann Capital Advisory Group
Michigan
$4.23K -$369 -10 -9%

TOL Hedge Fund Activity: Q3 2019 in Review

377 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2019, worth a combined $4.93B — up 13% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TOL positions and 41 closed out — a net gain of 9 holders — while 97 added to existing stakes and 162 trimmed.

The largest buyer was Capital World Investors, adding an estimated $94.7M. The largest seller was Fidelity Investments, cutting an estimated $154M.

  • 377 institutional investors held Toll Brothers (TOL) as of Q3 2019, up from 368 in Q2 2019.
  • Funds reported $4.93B of Toll Brothers stock for Q3 2019, up 13% quarter-over-quarter.
  • 50 funds opened new Toll Brothers positions in Q3 2019 and 41 closed out, a net change of +9 holders.
  • The largest Toll Brothers buyer in Q3 2019 was Capital World Investors, an estimated $94.7M added.
  • The largest Toll Brothers seller in Q3 2019 was Fidelity Investments, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2019.