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Toll Brothers
TOL

428 hedge funds and large institutions have $5.62B invested in Toll Brothers in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 143 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $30.3M

0.79% less ownership

Funds ownership: 86.44% → 85.66% (-0.79%)

7% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 154

5% less funds holding

Funds holding: 452 → 428 (-24)

12% less capital invested

Capital invested by funds: $6.35B → $5.62B (-$734M)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
428
Holders Change
-24
Holders Change %
-5.31%
% of All Funds
9.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
58
Increased
143
Reduced
154
Closed
76
Calls
$51.6M
Puts
$30.3M
Net Calls
+$21.3M
Net Calls Change
+$19.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$58.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.4M
3
TCIM
TIAA CREF Investment Management
New York
+$47.9M
4
American Century Companies
American Century Companies
Missouri
+$47.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$28.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$99.4M
2
Millennium Management
Millennium Management
New York
-$79.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$57.6M
4
CGM
Capital Growth Management
Massachusetts
-$46.6M
5
BlackRock
BlackRock
New York
-$35.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
376
Summit Trail Advisors
New York
$25K +$1.07M +22,693 +2,327%
EWM
377
Endurance Wealth Management
Rhode Island
$24K – – –
SBL
378
Sargent Bickham Lagudis
Colorado
$22K – – –
WA
379
WealthTrust-Arizona
Arizona
$20K – – –
WAM
380
Wealthspire Advisors (Maryland)
Maryland
$19K +$12.4K +265 +155%
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$17K -$4.08K -87 -18%
GWM
382
Geneos Wealth Management
Colorado
$17K – – –
IP
383
Intellectus Partners
California
$17K – – –
SPIA
384
Steward Partners Investment Advisory
New York
$17K +$1.17K +25 +6%
GAM
385
Gemmer Asset Management
California
$15K – – –
PCP
386
Proficio Capital Partners
Massachusetts
$14K – – –
HMS
387
Hanseatic Management Services
New Mexico
$13K -$1.31K -28 -9%
ClearBridge Investments
388
ClearBridge Investments
New York
$13K -$94 -2 -0.7%
HI
389
Hudock Inc
Pennsylvania
$13K – – –
APP
390
Avantax Planning Partners
Iowa
$13K +$14.6K +310 New
SIM
391
Sonora Investment Management
Arizona
$13K – – –
PA
392
Parallel Advisors
California
$12K +$1.5K +32 +14%
QCG
393
Quadrant Capital Group
Ohio
$11K – – –
RE
394
RBC Europe
United Kingdom
$10.2K – – –
SIC
395
Salem Investment Counselors
North Carolina
$10K – – –
LFA
396
Legacy Financial Advisors
Kentucky
$9K -$3.15K -67 -23%
AWM
397
Avior Wealth Management
Nebraska
$9K – – –
PAI
398
Pittenger & Anderson Inc
Nebraska
$9K – – –
CAW
399
Cornerstone Advisors (Washington)
Washington
$9K +$1.22K +26 +15%
SF
400
Synovus Financial
Georgia
$9K +$9.48K +202 New
14 15
16
17 18

TOL Hedge Fund Activity: Q1 2018 in Review

428 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2018, worth a combined $5.62B — down 12% from $6.35B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TOL and 58 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 143 added.

The largest buyer was AJO LP, adding an estimated $58.5M. The largest seller was JP Morgan Chase, cutting an estimated $99.4M.

  • 428 institutional investors held Toll Brothers (TOL) as of Q1 2018, down from 452 in Q4 2017.
  • Funds reported $5.62B of Toll Brothers stock for Q1 2018, down 12% quarter-over-quarter.
  • 58 funds opened new Toll Brothers positions in Q1 2018 and 76 closed out, a net change of -18 holders.
  • The largest Toll Brothers buyer in Q1 2018 was AJO LP, an estimated $58.5M added.
  • The largest Toll Brothers seller in Q1 2018 was JP Morgan Chase, an estimated $99.4M sold.

Based on aggregated 13F filings for Q1 2018.