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Toll Brothers
TOL

378 hedge funds and large institutions have $4.8B invested in Toll Brothers in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

32% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 44

22% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $29.3M

18% more capital invested

Capital invested by funds: $4.08B → $4.8B (+$720M)

1% more funds holding

Funds holding: 375 → 378 (+3)

0.71% more ownership

Funds ownership: 81.08% → 81.79% (+0.71%)

20% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 143

Holders
378
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
9.41%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
58
Increased
114
Reduced
143
Closed
44
Calls
$35.7M
Puts
$29.3M
Net Calls
+$6.47M
Net Calls Change
+$1.43M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$544M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.9M
3
CGM
Capital Growth Management
Massachusetts
+$51.7M
4
SFM
Systematic Financial Management
New Jersey
+$43.3M
5
Jennison Associates
Jennison Associates
New York
+$42.8M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$56.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$45M
3
JP Morgan Chase
JP Morgan Chase
New York
-$33.9M
4
ECM
Element Capital Management
New York
-$31.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$3.7M +$605K +18,149 +22%
CHAM
127
Clear Harbor Asset Management
Connecticut
$3.5M -$161K -4,840 -5%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$3.49M -$170K -5,110 -5%
Aviva
129
Aviva
United Kingdom
$3.36M -$335K -10,058 -10%
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$3.12M +$463K +13,900 +19%
William Blair & Company
131
William Blair & Company
Illinois
$2.88M +$2.49M +74,610 +753%
LWM
132
Lyell Wealth Management
California
$2.88M +$92.2K +2,765 +4%
NFGCM
133
Norman Fields Gottscho Capital Management
New York
$2.88M +$41.7K +1,250 +2%
ARTA
134
A.R.T. Advisors
New York
$2.82M +$1.99M +59,800 +327%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$2.78M – – –
HFS
136
HL Financial Services
Kentucky
$2.76M +$2.55M +76,485 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.66M +$5.67K +170 +0.2%
Barclays
138
Barclays
United Kingdom
$2.58M +$1.33M +39,950 +127%
BIMC
139
Benson Investment Management Company
Virginia
$2.58M -$1.67K -50 -0.1%
MSA
140
Mason Street Advisors
Wisconsin
$2.52M +$6.4K +192 +0.3%
SL
141
SIB LLC
New York
$2.5M – – –
MERSOM
142
Municipal Employees' Retirement System of Michigan
Michigan
$2.5M -$24K -720 -1%
LMGAM
143
Liberty Mutual Group Asset Management
Massachusetts
$2.4M -$8.4K -252 -0.4%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$2.36M +$409K +12,255 +23%
Caisse de Depot et Placement du Quebec (CDPQ)
145
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.32M -$13.3K -400 -0.6%
Verition Fund Management
146
Verition Fund Management
Connecticut
$2.28M -$1.14M -34,151 -35%
ASRS
147
Arizona State Retirement System
Arizona
$2.22M -$173K -5,200 -8%
WMSA
148
Weiss Multi-Strategy Advisers
New York
$2.2M +$1.49M +44,625 +272%
SOMRS
149
State of Michigan Retirement System
Michigan
$2.17M – – –
RAM
150
Redmond Asset Management
Virginia
$2.15M -$96.1K -2,883 -5%
4 5
6
7 8

TOL Hedge Fund Activity: Q1 2017 in Review

378 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2017, worth a combined $4.8B — up 18% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TOL positions and 44 closed out — a net gain of 14 holders — while 114 added to existing stakes and 143 trimmed.

The largest buyer was BlackRock, adding an estimated $544M. The largest seller was Citadel Advisors, cutting an estimated $56.7M.

  • 378 institutional investors held Toll Brothers (TOL) as of Q1 2017, up from 375 in Q4 2016.
  • Funds reported $4.8B of Toll Brothers stock for Q1 2017, up 18% quarter-over-quarter.
  • 58 funds opened new Toll Brothers positions in Q1 2017 and 44 closed out, a net change of +14 holders.
  • The largest Toll Brothers buyer in Q1 2017 was BlackRock, an estimated $544M added.
  • The largest Toll Brothers seller in Q1 2017 was Citadel Advisors, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2017.