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Toll Brothers
TOL

407 hedge funds and large institutions have $6.18B invested in Toll Brothers in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 137 increasing their positions, 126 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

4% more funds holding

Funds holding: 392 → 407 (+15)

9% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 126

1% less capital invested

Capital invested by funds: $6.22B → $6.18B (-$42.1M)

2.45% less ownership

Funds ownership: 89.32% → 86.87% (-2.4%)

16% less call options, than puts

Call options by funds: $94.2M | Put options by funds: $112M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
407
Holders Change
+15
Holders Change %
+3.83%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
72
Increased
137
Reduced
126
Closed
56
Calls
$94.2M
Puts
$112M
Net Calls
-$17.7M
Net Calls Change
-$64.6M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
+$132M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.9M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$29.2M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$19.3M
5
State Street
State Street
Massachusetts
+$17.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$185M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
3
EC
Eminence Capital
New York
-$66.5M
4
Millennium Management
Millennium Management
New York
-$26M
5
WHG
Westwood Holdings Group
Texas
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
351
Parallel Advisors
California
$23K +$305 +5 +1%
SSB
352
Sandy Spring Bank
Maryland
$23K +$24.4K +400 New
PFBT
353
Parkside Financial Bank & Trust
Missouri
$22K -$731 -12 -3%
GWS
354
Glassman Wealth Services
Virginia
$22K +$22.9K +375 +3,409%
QCG
355
Quadrant Capital Group
Ohio
$21K -$1.16K -19 -5%
BWA
356
BDO Wealth Advisors
Florida
$20K – – –
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$19K +$3.23K +53 +19%
HFA
358
HC Financial Advisors
California
$17K – – –
HI
359
Hudock Inc
Pennsylvania
$17K – – –
SIM
360
Sonora Investment Management
Arizona
$17K – – –
SWM
361
Spire Wealth Management
Virginia
$14K -$23.6K -387 -62%
AWA
362
Arkadios Wealth Advisors
Georgia
$14K +$61 +1 +0.4%
CPWM
363
Cypress Point Wealth Management
Texas
$14K +$15.2K +250 New
LC
364
Lindbrook Capital
California
$13K – – –
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
PWMG
366
Prestige Wealth Management Group
New Jersey
$12K – – –
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$12K +$8.35K +137 +188%
1832 Asset Management
368
1832 Asset Management
Ontario, Canada
$12K +$12.2K +200 New
PH
369
Pinnacle Holdings
Oklahoma
$11.6K – – –
AIG
370
American International Group
New York
$11.6K -$196K -3,211 -2%
ACA
371
Atlas Capital Advisors
Wyoming
$9.83K – – –
PMFA
372
Plante Moran Financial Advisors
Michigan
$9K +$7.19K +118 +369%
Loomis, Sayles & Company
373
Loomis, Sayles & Company
Massachusetts
$9K +$9.88K +162 New
FDCDDQ
374
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.67K -$2.32K -38 -20%
AF
375
Allworth Financial
California
$7K -$305 -5 -4%
13 14
15
16 17

TOL Hedge Fund Activity: Q2 2021 in Review

407 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2021, worth a combined $6.18B — down 0.68% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new TOL positions and 56 closed out — a net gain of 16 holders — while 137 added to existing stakes and 126 trimmed.

The largest buyer was Iridian Asset Management, opening a new position worth an estimated $132M. The largest seller was BlackRock, cutting an estimated $185M.

  • 407 institutional investors held Toll Brothers (TOL) as of Q2 2021, up from 392 in Q1 2021.
  • Funds reported $6.18B of Toll Brothers stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 72 funds opened new Toll Brothers positions in Q2 2021 and 56 closed out, a net change of +16 holders.
  • The largest Toll Brothers buyer in Q2 2021 was Iridian Asset Management, an estimated $132M added.
  • The largest Toll Brothers seller in Q2 2021 was BlackRock, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2021.