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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
LSERS
176
Louisiana State Employees Retirement System
Louisiana
$1.35M +$13.3K +400 +1%
CF
177
CNA Financial
Illinois
$1.34M – – –
B
178
Barings
North Carolina
$1.32M +$610K +18,300 +100%
O
179
OppenheimerFunds
New York
$1.31M +$164K +4,921 +16%
NERM
180
New England Research & Management
Illinois
$1.28M -$162K -4,850 -12%
UCFA
181
United Capital Financial Advisors
Texas
$1.24M -$217K -6,521 -16%
MVA
182
Mount Vernon Associates
Maryland
$1.21M – – –
BCM
183
Brown Capital Management
Maryland
$1.2M -$170K -5,095 -13%
CIP
184
Convergence Investment Partners
Florida
$1.2M -$172K -5,144 -13%
SCM
185
Stevens Capital Management
Pennsylvania
$1.17M -$3.01M -90,313 -74%
CFP
186
Cornerstone Financial Partners
North Carolina
$1.14M -$13.4K -402 -1%
Citigroup
187
Citigroup
New York
$1.14M +$253K +7,585 +32%
TAF
188
Tredje AP-fonden
Sweden
$1.12M +$471K +14,128 +84%
Victory Capital Management
189
Victory Capital Management
Texas
$1.1M +$238K +7,130 +31%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$1.1M -$112K -3,360 -10%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$1.08M -$32.8K -983 -3%
URS
192
Utah Retirement Systems
Utah
$1.01M – – –
V
193
Veritable
Delaware
$960K -$45.8K -1,374 -5%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$925K -$237K -7,103 -22%
RC
195
Roundview Capital
New Jersey
$924K +$854K +25,600 New
NMIMC
196
Northwestern Mutual Investment Management Company
Wisconsin
$920K -$8.04K -241 -0.9%
Rafferty Asset Management
197
Rafferty Asset Management
New York
$905K +$836K +25,071 New
IHL
198
Investment House LLC
California
$899K -$13.3K -400 -2%
NCCM
199
Nine Chapters Capital Management
New Jersey
$899K +$830K +24,900 New
PA
200
Profund Advisors
Maryland
$889K -$144K -4,310 -15%
6 7
8
9 10

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.