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.
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: 2 → 4 (+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: 368 → 377 (+9)
40% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 162
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$94.7M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$55.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$36.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$35.1M |
| 5 |
Goldman Sachs
New York
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$154M |
| 2 |
BlackRock
New York
|
-$35.6M |
| 3 |
GA
Greenhaven Associates
Purchase,
New York
|
-$21.5M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$19.3M |
| 5 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$17.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Two Sigma Advisers
New York
| – | -$216K | -5,900 | Closed |
|
402
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$202K | -5,516 | Closed |
|
|
HFM
403
Harvest Fund Management
Beijing,
China
| – | -$49K | -1,339 | Closed |
|
|
QT
404
Quantamental Technologies
White Plains,
New York
| – | -$30K | -816 | Closed |
|
|
VFA
405
Valeo Financial Advisors
Carmel,
Indiana
| – | -$14K | -388 | Closed |
|
|
OIA
406
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$11K | -314 | Closed |
|
|
PCP
407
Proficio Capital Partners
Newton,
Massachusetts
| – | -$6K | -151 | Closed |
|
|
NCM
408
Next Capital Management
New York
| – | -$4K | -121 | Closed |
|
|
CWA
409
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$4K | -102 | Closed |
|
|
MIM
410
Macroview Investment Management
Bethesda,
Maryland
| – | -$3K | -87 | Closed |
|
|
AOWM
411
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$2K | -61 | Closed |
|
|
BCWM
412
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$146 | -4 | Closed |
|
|
PWP
413
Personal Wealth Partners
Bloomington,
Minnesota
| – | +$332 | +9 | New |
|
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.