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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
SA
351
SpiderRock Advisors
Delaware
$9K – – –
LNB
352
Ledyard National Bank
$9K +$8.34K +250 New
PMFA
353
Plante Moran Financial Advisors
Michigan
$9K +$8.64K +259 New
QCG
354
Quadrant Capital Group
Ohio
$8K +$5.3K +159 +127%
IUHSA
355
Itau Unibanco Holding S.A.
Brazil
$8K +$7K +210 New
PA
356
Parallel Advisors
California
$8K +$7.2K +216 New
PH
357
Pinnacle Holdings
Oklahoma
$7.22K – – –
SF
358
Synovus Financial
Georgia
$7K – – –
AWM
359
Avior Wealth Management
Nebraska
$7K +$6.67K +200 New
CAW
360
Cornerstone Advisors (Washington)
Washington
$6K – – –
FPFS
361
First Personal Financial Services
North Carolina
$6K +$5.3K +159 New
WAM
362
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.07K +32 +28%
Acadian Asset Management
363
Acadian Asset Management
Massachusetts
$5K +$4.47K +134 New
ZB
364
Zions Bancorporation
Utah
$4K -$1.97K -59 -36%
GBBWRPM
365
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K – – –
SFPIA
366
Stevens First Principles Investment Advisors
California
$4K +$3.33K +100 New
AIM
367
Acrospire Investment Management
Illinois
$4K +$4.1K +123 New
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$3K -$3.1K -93 -51%
AAF
369
Andra AP-fonden
Sweden
$2.31K +$513K +15,400 +32%
BFEC
370
Benjamin F. Edwards & Company
Missouri
$2K – – –
CAM
371
ClariVest Asset Management
California
$2K – – –
SFG
372
SevenBridge Financial Group
Pennsylvania
$2K – – –
FANJ
373
Financial Architects (New Jersey)
New Jersey
$1K – – –
SPIA
374
Steward Partners Investment Advisory
New York
$1K – – –
TWA
375
TCI Wealth Advisors
Arizona
$1K – – –
13 14
15
16 17

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.