Toll Brothers
346 hedge funds and large institutions have $5.43B invested in Toll Brothers in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 103 reducing their positions, and 37 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 103
16% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 37
1% more funds holding
Funds holding: 341 → 346 (+5)
2% more capital invested
Capital invested by funds: $5.32B → $5.43B (+$116M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.61% less ownership
Funds ownership: 83.53% → 82.92% (-0.61%)
2% less call options, than puts
Call options by funds: $137M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$38.4M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$37.1M |
| 3 |
PIM
Profit Investment Management
North Bethesda,
Maryland
|
+$36.1M |
| 4 |
Cohen & Steers
New York
|
+$26.5M |
| 5 |
SRES
Starwood Real Estate Securities
Greenwich,
Connecticut
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$81.5M |
| 2 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$74.2M |
| 3 |
RHBC
R.H. Bluestein & Co
Birmingham,
Michigan
|
-$24.9M |
| 4 |
Bank of New York Mellon
New York
|
-$23.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.8M |
TOL Hedge Fund Activity: Q2 2014 in Review
346 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2014, worth a combined $5.43B — up 2.2% from $5.32B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new TOL positions and 37 closed out — a net gain of 6 holders — while 134 added to existing stakes and 103 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $38.4M. The largest seller was JP Morgan Chase, cutting an estimated $81.5M.
- 346 institutional investors held Toll Brothers (TOL) as of Q2 2014, up from 341 in Q1 2014.
- Funds reported $5.43B of Toll Brothers stock for Q2 2014, up 2.2% quarter-over-quarter.
- 43 funds opened new Toll Brothers positions in Q2 2014 and 37 closed out, a net change of +6 holders.
- The largest Toll Brothers buyer in Q2 2014 was Goldman Sachs, an estimated $38.4M added.
- The largest Toll Brothers seller in Q2 2014 was JP Morgan Chase, an estimated $81.5M sold.
Based on aggregated 13F filings for Q2 2014.