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Toll Brothers
TOL

361 hedge funds and large institutions have $4.71B invested in Toll Brothers in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 140 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $170M | Put options by funds: $157M

0.89% less ownership

Funds ownership: 87.31% → 86.42% (-0.89%)

2% less funds holding

Funds holding: 370 → 361 (-9)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

12% less capital invested

Capital invested by funds: $5.35B → $4.71B (-$641M)

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 140

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
361
Holders Change
-9
Holders Change %
-2.43%
% of All Funds
6.39%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
45
Increased
110
Reduced
140
Closed
51
Calls
$170M
Puts
$157M
Net Calls
+$13M
Net Calls Change
+$3.76M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$54.1M
2
EC
Eminence Capital
New York
+$46.8M
3
ESCM
Echo Street Capital Management
New York
+$22M
4
PCM
Prana Capital Management
Connecticut
+$18.6M
5
SSA
Schonfeld Strategic Advisors
New York
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
Man Group
Man Group
United Kingdom
-$32.5M
2
CGM
Capital Growth Management
Massachusetts
-$30.6M
3
TP
Theleme Partners
United Kingdom
-$24.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
351
Toth Financial Advisory
Virginia
$3K – – –
RE
352
RBC Europe
United Kingdom
$2.09K – – –
RWA
353
Ropes Wealth Advisors
Massachusetts
$2K +$1.95K +42 New
CAAS
354
Capital Asset Advisory Services
Michigan
$2K +$2.32K +50 New
GLLW
355
Graves Light Lenhart Wealth
Virginia
$2K +$2.32K +50 New
HGWM
356
Harvest Group Wealth Management
Massachusetts
$1K – – –
SFS
357
Sowell Financial Services
Arkansas
$1K – – –
PCG
358
Private Capital Group
Connecticut
$1K +$649 +14 New
TPCW
359
TD Private Client Wealth
New York
$826 -$1.02K -22 -54%
TP
360
Theleme Partners
United Kingdom
– -$24.6M -505,000 Closed
Marshall Wace
361
Marshall Wace
United Kingdom
– -$16.9M -347,765 Closed
Balyasny Asset Management
362
Balyasny Asset Management
Illinois
– -$14.4M -295,008 Closed
HAI
363
Hennessy Advisors Inc
California
– -$10.7M -219,800 Closed
IAM
364
Impala Asset Management
Florida
– -$10.2M -209,547 Closed
D.E. Shaw & Co
365
D.E. Shaw & Co
New York
– -$8.5M -174,749 Closed
MAM
366
Mark Asset Management
New York
– -$4.87M -100,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
367
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$2.95M -60,578 Closed
Hudson Bay Capital Management
368
Hudson Bay Capital Management
Connecticut
– -$2.52M -51,704 Closed
E
369
Ergoteles
New York
– -$2.23M -45,800 Closed
CCM
370
Community Capital Management
Florida
– -$1.83M -37,667 Closed
TI
371
Trexquant Investment
Connecticut
– -$1.65M -33,994 Closed
BA
372
Bridgewater Associates
Connecticut
– -$1.63M -33,447 Closed
SCM
373
SG Capital Management
Illinois
– -$1.28M -26,396 Closed
OMC
374
Overbrook Management Corp
New York
– -$1.22M -25,000 Closed
DRZID
375
DePrince Race & Zollo Inc (DRZ)
Florida
– -$1.21M -24,854 Closed
13 14
15
16 17

TOL Hedge Fund Activity: Q4 2020 in Review

361 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2020, worth a combined $4.71B — down 12% from $5.35B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TOL and 45 opened new positions — a net loss of 6 holders — while 140 trimmed existing stakes and 110 added.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Man Group, cutting an estimated $32.5M.

  • 361 institutional investors held Toll Brothers (TOL) as of Q4 2020, down from 370 in Q3 2020.
  • Funds reported $4.71B of Toll Brothers stock for Q4 2020, down 12% quarter-over-quarter.
  • 45 funds opened new Toll Brothers positions in Q4 2020 and 51 closed out, a net change of -6 holders.
  • The largest Toll Brothers buyer in Q4 2020 was BlackRock, an estimated $54.1M added.
  • The largest Toll Brothers seller in Q4 2020 was Man Group, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2020.