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Toll Brothers
TOL

407 hedge funds and large institutions have $6.18B invested in Toll Brothers in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 137 increasing their positions, 126 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

4% more funds holding

Funds holding: 392 → 407 (+15)

9% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 126

1% less capital invested

Capital invested by funds: $6.22B → $6.18B (-$42.1M)

2.45% less ownership

Funds ownership: 89.32% → 86.87% (-2.4%)

16% less call options, than puts

Call options by funds: $94.2M | Put options by funds: $112M

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
407
Holders Change
+15
Holders Change %
+3.83%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
72
Increased
137
Reduced
126
Closed
56
Calls
$94.2M
Puts
$112M
Net Calls
-$17.7M
Net Calls Change
-$64.6M

Top Buyers

1
IAM
Iridian Asset Management
Connecticut
+$132M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.9M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$29.2M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$19.3M
5
State Street
State Street
Massachusetts
+$17.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$185M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
3
EC
Eminence Capital
New York
-$66.5M
4
Millennium Management
Millennium Management
New York
-$26M
5
WHG
Westwood Holdings Group
Texas
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LG
101
Leuthold Group
Minnesota
$5.28M -$106K -1,741 -2%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$5.2M +$5.48M +89,900 New
Stifel Financial
103
Stifel Financial
Missouri
$4.97M +$2.16M +35,420 +70%
CIM
104
Cambria Investment Management
California
$4.93M +$721K +11,830 +16%
TPSF
105
Texas Permanent School Fund
Texas
$4.84M -$2.32K -38 -0%
Pacer Advisors
106
Pacer Advisors
Pennsylvania
$4.78M +$2.35M +38,563 +87%
DHFB
107
Dixon Hubard Feinour & Brown
Virginia
$4.76M +$33.3K +547 +0.7%
Comerica Bank
108
Comerica Bank
Texas
$4.75M -$378K -6,209 -7%
GH
109
GAM Holding
Switzerland
$4.73M +$78.1K +1,281 +2%
Man Group
110
Man Group
United Kingdom
$4.49M +$1.98M +32,428 +72%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$4.29M – – –
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$4.22M +$2.03M +33,330 +84%
PP
113
PDT Partners
New York
$4.16M +$1.38M +22,590 +46%
AssetMark Inc
114
AssetMark Inc
California
$4.01M +$4.23M +69,433 New
SL
115
SIB LLC
New York
$4.01M – – –
CII
116
Capital International Inc
California
$3.96M -$88.6K -1,454 -2%
JMPWA
117
JP Morgan Private Wealth Advisors
California
$3.88M +$834K +13,677 +26%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$3.82M -$801K -13,134 -16%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$3.74M +$45.1K +740 +1%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.71M +$276K +4,536 +8%
Twin Tree Management
121
Twin Tree Management
Texas
$3.65M +$3.85M +63,198 New
ZIM
122
Zacks Investment Management
Illinois
$3.48M +$1.25M +20,496 +52%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$3.46M -$556K -9,121 -13%
Schroder Investment Management Group
124
Schroder Investment Management Group
United Kingdom
$3.36M -$6.68M -109,543 -65%
CG
125
Colony Group
Massachusetts
$3.25M +$3.43M +56,311 New
3 4
5
6 7

TOL Hedge Fund Activity: Q2 2021 in Review

407 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2021, worth a combined $6.18B — down 0.68% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new TOL positions and 56 closed out — a net gain of 16 holders — while 137 added to existing stakes and 126 trimmed.

The largest buyer was Iridian Asset Management, opening a new position worth an estimated $132M. The largest seller was BlackRock, cutting an estimated $185M.

  • 407 institutional investors held Toll Brothers (TOL) as of Q2 2021, up from 392 in Q1 2021.
  • Funds reported $6.18B of Toll Brothers stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 72 funds opened new Toll Brothers positions in Q2 2021 and 56 closed out, a net change of +16 holders.
  • The largest Toll Brothers buyer in Q2 2021 was Iridian Asset Management, an estimated $132M added.
  • The largest Toll Brothers seller in Q2 2021 was BlackRock, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2021.