We are live on ! Find out more
TOL icon

Toll Brothers

368 hedge funds and large institutions have $4.35B invested in Toll Brothers in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.47% more ownership

Funds ownership: 81.12%82.6% (+1.5%)

2% more capital invested

Capital invested by funds: $4.29B → $4.35B (+$64.9M)

7% less call options, than puts

Call options by funds: $30.1M | Put options by funds: $32.3M

8% less funds holding

Funds holding: 400368 (-32)

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

41% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 66

Holders
368
Holders Change
-32
Holders Change %
-8%
% of All Funds
7.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
113
Reduced
161
Closed
66
Calls
$30.1M
Puts
$32.3M
Net Calls
-$2.19M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$2.43M +$225K +6,020 +10%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$2.31M -$1.87K -50 -0.1%
CCM
128
Callodine Capital Management
Massachusetts
$2.21M -$3.38M -90,520 -60%
SCM
129
Shelton Capital Management
Colorado
$2.18M +$2.14M +57,265 +2,662%
SG Americas Securities
130
SG Americas Securities
New York
$2.17M +$1.01M +27,092 +85%
EMG
131
Ellington Management Group
Connecticut
$2.17M +$2.21M +59,108 New
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$2.01M +$28.6K +767 +1%
SIAP
133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.99M -$157K -4,198 -7%
V
134
Veritable
Delaware
$1.99M +$909K +24,354 +81%
CCM
135
Condor Capital Management
New Jersey
$1.95M +$61.4K +1,645 +3%
MCIM
136
Meadow Creek Investment Management
Georgia
$1.85M -$287K -7,696 -13%
BC
137
Barnett & Company
Tennessee
$1.84M +$28K +750 +2%
Aviva
138
Aviva
United Kingdom
$1.84M -$33K -883 -2%
QIM
139
Quantitative Investment Management
Virginia
$1.82M +$350K +9,369 +23%
BTS
140
BB&T Securities
Virginia
$1.76M +$560 +15 +0%
PFM
141
Parsec Financial Management
North Carolina
$1.73M -$286K -7,663 -14%
ICOM
142
Investment Counselors of Maryland
Maryland
$1.73M +$63.5K +1,700 +4%
ECM
143
ETrade Capital Management
Virginia
$1.71M +$424K +11,360 +32%
HW
144
Hancock Whitney
Mississippi
$1.68M -$156K -4,191 -8%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$1.68M
AIMCA
146
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.66M
PP
147
Paloma Partners
Connecticut
$1.63M -$345K -9,247 -17%
DCM
148
Dupont Capital Management
Delaware
$1.51M -$967K -25,909 -39%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$1.51M -$21.6K -579 -1%
ACP
150
Aviance Capital Partners
Florida
$1.49M +$72.5K +1,941 +5%

TOL Hedge Fund Activity: Q2 2019 in Review

368 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2019, worth a combined $4.35B — up 1.5% from $4.29B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of TOL and 39 opened new positions — a net loss of 27 holders — while 161 trimmed existing stakes and 113 added.

The largest buyer was Boston Partners, adding an estimated $59.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $22.9M.

  • 368 institutional investors held Toll Brothers (TOL) as of Q2 2019, down from 400 in Q1 2019.
  • Funds reported $4.35B of Toll Brothers stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 39 funds opened new Toll Brothers positions in Q2 2019 and 66 closed out, a net change of -27 holders.
  • The largest Toll Brothers buyer in Q2 2019 was Boston Partners, an estimated $59.9M added.
  • The largest Toll Brothers seller in Q2 2019 was D.E. Shaw & Co, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2019.