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Toll Brothers

389 hedge funds and large institutions have $5.25B invested in Toll Brothers in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 112 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 112

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

9% more capital invested

Capital invested by funds: $4.8B → $5.25B (+$449M)

3% more funds holding

Funds holding: 378389 (+11)

0.47% less ownership

Funds ownership: 81.79%81.31% (-0.47%)

19% less call options, than puts

Call options by funds: $34.9M | Put options by funds: $42.9M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
389
Holders Change
+11
Holders Change %
+2.91%
% of All Funds
9.7%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.12%
New
55
Increased
151
Reduced
112
Closed
42
Calls
$34.9M
Puts
$42.9M
Net Calls
-$8.02M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$49.1M -$766K -20,512 -2%
Ameriprise
27
Ameriprise
Minnesota
$47.6M -$992K -26,577 -2%
TSAM
28
Trinity Street Asset Management
United Kingdom
$45.9M -$145K -3,883 -0.3%
Federated Hermes
29
Federated Hermes
Pennsylvania
$45.9M +$4.17M +111,762 +11%
CGM
30
Capital Growth Management
Massachusetts
$45.8M -$66.8M -1,790,000 -61%
SDIC
31
South Dakota Investment Council
South Dakota
$43.9M -$1.51M -40,400 -4%
Norges Bank
32
Norges Bank
Norway
$41.2M -$18.8M -503,473 -33%
TG
33
TCW Group
California
$39.1M +$5.29M +141,632 +17%
Morgan Stanley
34
Morgan Stanley
New York
$33.2M +$5.15M +137,951 +20%
DS
35
Dudley & Shanley
Florida
$32.9M -$11.2K -300 -0%
Deutsche Bank
36
Deutsche Bank
Germany
$32.4M +$5.91M +158,319 +24%
Legal & General Group
37
Legal & General Group
United Kingdom
$30.4M +$1.71M +45,817 +6%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$27.8M +$7.5M +200,971 +40%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$26.8M -$681K -18,253 -3%
OCAM
40
Onex Canada Asset Management
Ontario, Canada
$26.3M +$2.61M +69,803 +12%
Principal Financial Group
41
Principal Financial Group
Iowa
$25.2M +$1.37M +36,729 +6%
ClearBridge Investments
42
ClearBridge Investments
New York
$23.6M +$353K +9,446 +2%
Citigroup
43
Citigroup
New York
$22.6M +$20.2M +541,098 +1,713%
Charles Schwab
44
Charles Schwab
California
$22.5M +$1.71M +45,749 +9%
Swiss National Bank
45
Swiss National Bank
Switzerland
$22.2M +$407K +10,900 +2%
Franklin Resources
46
Franklin Resources
California
$22.2M
Fisher Asset Management
47
Fisher Asset Management
Washington
$20.9M +$41.6K +1,114 +0.2%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$20.7M +$91.8K +2,461 +0.5%
TCIM
49
TIAA CREF Investment Management
New York
$20.4M -$366K -9,805 -2%
MAM
50
Mark Asset Management
New York
$20.3M -$1.38M -36,927 -7%

TOL Hedge Fund Activity: Q2 2017 in Review

389 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2017, worth a combined $5.25B — up 9.4% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new TOL positions and 42 closed out — a net gain of 13 holders — while 151 added to existing stakes and 112 trimmed.

The largest buyer was Millennium Management, adding an estimated $91.8M. The largest seller was Capital Growth Management, cutting an estimated $66.8M.

  • 389 institutional investors held Toll Brothers (TOL) as of Q2 2017, up from 378 in Q1 2017.
  • Funds reported $5.25B of Toll Brothers stock for Q2 2017, up 9.4% quarter-over-quarter.
  • 55 funds opened new Toll Brothers positions in Q2 2017 and 42 closed out, a net change of +13 holders.
  • The largest Toll Brothers buyer in Q2 2017 was Millennium Management, an estimated $91.8M added.
  • The largest Toll Brothers seller in Q2 2017 was Capital Growth Management, an estimated $66.8M sold.

Based on aggregated 13F filings for Q2 2017.