Toll Brothers
360 hedge funds and large institutions have $5.85B invested in Toll Brothers in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 113 increasing their positions, 106 reducing their positions, and 39 closing their positions.
142% more call options, than puts
Call options by funds: $118M | Put options by funds: $48.6M
82% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 39
18% more capital invested
Capital invested by funds: $4.94B → $5.85B (+$909M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
8% more funds holding
Funds holding: 334 → 360 (+26)
2.5% more ownership
Funds ownership: 82.3% → 84.8% (+2.5%)
7% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$155M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$56.7M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$51.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$40.9M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$213M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$65.1M |
| 3 |
Goldman Sachs
New York
|
-$53.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$36.1M |
| 5 |
Two Sigma Investments
New York
|
-$19.7M |
TOL Hedge Fund Activity: Q1 2015 in Review
360 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2015, worth a combined $5.85B — up 18% from $4.94B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new TOL positions and 39 closed out — a net gain of 32 holders — while 113 added to existing stakes and 106 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Capital World Investors, cutting an estimated $213M.
- 360 institutional investors held Toll Brothers (TOL) as of Q1 2015, up from 334 in Q4 2014.
- Funds reported $5.85B of Toll Brothers stock for Q1 2015, up 18% quarter-over-quarter.
- 71 funds opened new Toll Brothers positions in Q1 2015 and 39 closed out, a net change of +32 holders.
- The largest Toll Brothers buyer in Q1 2015 was JP Morgan Chase, an estimated $155M added.
- The largest Toll Brothers seller in Q1 2015 was Capital World Investors, an estimated $213M sold.
Based on aggregated 13F filings for Q1 2015.