We are live on ! Find out more
TOL icon

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
NJBEST
401
New Jersey Better Educational Savings Trust
New Jersey
– -$496K -16,000 Closed
LPL Financial
402
LPL Financial
California
– -$430K -13,728 Closed
DTL
403
Dynamic Technology Lab
Singapore
– -$383K -12,375 Closed
IRF
404
IBM Retirement Fund
New York
– -$381K -12,294 Closed
PCM
405
Palisade Capital Management
New Jersey
– -$372K -12,000 Closed
MIAN
406
Mariner Independent Advisor Network
Kansas
– -$371K -11,982 Closed
AIM
407
Assured Investment Management
New York
– -$329K -10,606 Closed
HBWM
408
Hollow Brook Wealth Management
New York
– -$294K -9,500 Closed
BFM
409
Boothbay Fund Management
New York
– -$240 -7,734 Closed
NI
410
Numeric Investors
Massachusetts
– -$226K -7,300 Closed
GCA
411
Gideon Capital Advisors
New York
– -$202K -6,509 Closed
GI
412
GAMCO Investors
Connecticut
– -$202K -6,500 Closed
Simplex Trading
413
Simplex Trading
Illinois
– -$197K -5,920 Closed
NIT
414
NumerixS Investment Technologies
British Columbia, Canada
– -$164K -5,300 Closed
RWA
415
Ropes Wealth Advisors
Massachusetts
– -$74K -2,400 Closed
AA
416
Ancora Advisors
Ohio
– -$46K -1,500 Closed
BC
417
Bartlett & Co
Ohio
– -$31K -1,000 Closed
PCM
418
Penserra Capital Management
California
– -$21K -688 Closed
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
– -$7K -215 Closed
GRP
420
Global Retirement Partners
California
– -$6K -200 Closed
EARNEST Partners
421
EARNEST Partners
Georgia
– -$2K -64 Closed
BIG
422
Bellwether Investment Group
Tennessee
– -$2K -52 Closed
IPC
423
Independent Portfolio Consultants
Florida
– -$1K -25 Closed
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.