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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$1.68M – – –
Truist Financial
152
Truist Financial
North Carolina
$1.67M +$44.1K +724 +3%
TC
153
TwinBeech Capital
New York
$1.66M +$1.75M +28,758 New
SOMRS
154
State of Michigan Retirement System
Michigan
$1.64M -$805K -13,200 -32%
Osaic Holdings
155
Osaic Holdings
Arizona
$1.58M +$375K +6,160 +29%
Robeco Institutional Asset Management
156
Robeco Institutional Asset Management
Netherlands
$1.56M +$129K +2,114 +9%
SO
157
STRS Ohio
Ohio
$1.52M -$86.1K -1,412 -5%
LS
158
Livforsakringsbolaget Skandia
Sweden
$1.51M +$79.2K +1,300 +5%
Victory Capital Management
159
Victory Capital Management
Texas
$1.5M -$2.85M -46,713 -64%
EGM
160
Engineers Gate Manager
New York
$1.49M +$1.57M +25,807 New
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$1.49M +$667K +10,942 +74%
V
162
Veritable
Delaware
$1.45M -$20.7K -340 -1%
DekaBank Deutsche Girozentrale
163
DekaBank Deutsche Girozentrale
Germany
$1.45M -$452K -7,414 -23%
CHAM
164
Clear Harbor Asset Management
Connecticut
$1.44M -$28.6K -470 -2%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$1.38M -$551K -9,036 -27%
SW
166
SteelPeak Wealth
California
$1.35M +$1.43M +23,438 New
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$1.35M +$136K +2,233 +11%
Wolverine Trading
168
Wolverine Trading
Illinois
$1.35M -$106K -1,736 -7%
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$1.34M +$189K +3,100 +15%
Federated Hermes
170
Federated Hermes
Pennsylvania
$1.34M -$937K -15,373 -40%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$1.31M -$205K -3,365 -13%
SP
172
Symmetry Partners
Connecticut
$1.26M +$843K +13,822 +172%
URS
173
Utah Retirement Systems
Utah
$1.25M +$6.09K +100 +0.5%
BCM
174
Bourgeon Capital Management
Connecticut
$1.24M -$91.4K -1,500 -7%
RIM
175
Redwood Investment Management
Arizona
$1.24M +$379K +6,220 +41%
5 6
7
8 9

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.