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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
DAM
351
Delta Asset Management
Tennessee
$4K
PFBT
352
Parkside Financial Bank & Trust
Missouri
$4K
TFS
353
TrustCore Financial Services
Tennessee
$4K
GWAG
354
Garrett Wealth Advisory Group
Texas
$3.08K +$2.77K +75 New
SWA
355
Sutton Wealth Advisors
Florida
$3.04K
EARNEST Partners
356
EARNEST Partners
Georgia
$3K
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$3K
FRA
358
Front Row Advisors
California
$3K +$811 +22 +40%
PB
359
Pinnacle Bancorp
Nebraska
$3K +$2.58K +70 New
ClearBridge Investments
360
ClearBridge Investments
New York
$3K +$2.84K +77 New
ED
361
Exane Derivatives
France
$2.96K
AF
362
Advisornet Financial
Minnesota
$2K
PW
363
Price Wealth
Texas
$2K
RA
364
Royce & Associates
New York
$2K
EWM
365
Elmwood Wealth Management
California
$2K +$37 +1 +3%
IA
366
IFP Advisors
Florida
$2K +$2.62K +71 New
BBHC
367
Brown Brothers Harriman & Co
New York
$1K
CMBA
368
C.M. Bidwell & Associates
Hawaii
$1K
FHA
369
Flagship Harbor Advisors
Massachusetts
$1K
GWS
370
Glassman Wealth Services
Virginia
$1K
LC
371
Lindbrook Capital
California
$1K
HGWM
372
Harvest Group Wealth Management
Massachusetts
$1K +$1.07K +29 New
GT
373
Glenmede Trust
Pennsylvania
$67 +$15.5K +421 +34%
Marshall Wace
374
Marshall Wace
United Kingdom
-$19.3M -526,827 Closed
CRCP
375
Copper Rock Capital Partners
Massachusetts
-$17.6M -481,295 Closed

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.