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
BC
176
Burney Company
Virginia
$1.03M +$50K +1,340 +5%
BAM
177
Blueshift Asset Management
New Jersey
$1.03M +$1.05M +28,176 New
Jennison Associates
178
Jennison Associates
New York
$1.03M +$1.05M +28,044 New
GC
179
Globeflex Capital
California
$1.03M +$386K +10,351 +59%
TBA
180
Tower Bridge Advisors
Pennsylvania
$1.02M
JG
181
Jefferies Group
New York
$1.02M +$1.04M +27,879 New
GH
182
GAM Holding
Switzerland
$1.01M -$374K -10,015 -27%
FQ
183
First Quadrant
California
$1.01M -$235K -6,303 -19%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$1M -$119K -3,191 -10%
CSS
185
Cubist Systematic Strategies
Connecticut
$987K +$449K +12,031 +81%
BC
186
Brookfield Corp
Ontario, Canada
$967K -$817K -21,900 -45%
CP
187
Camelot Portfolios
Ohio
$955K -$94.7K -2,536 -9%
LAM
188
Lingohr Asset Management
Germany
$948K +$605K +16,200 +167%
URS
189
Utah Retirement Systems
Utah
$933K -$1.08K -29 -0.1%
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$923K -$231K -6,197 -20%
MERSOM
191
Municipal Employees' Retirement System of Michigan
Michigan
$908K +$2.99K +80 +0.3%
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$898K -$63.7K -1,707 -7%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$886K
TRSOTSOK
194
Teachers Retirement System of the State of Kentucky
Kentucky
$881K -$89.6K -2,400 -9%
Calamos Advisors
195
Calamos Advisors
Illinois
$872K +$889K +23,820 New
COPPSERS
196
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$854K -$11.6K -312 -1%
MML Investors Services
197
MML Investors Services
Massachusetts
$851K +$13K +349 +2%
NMERB
198
New Mexico Educational Retirement Board
New Mexico
$850K -$157K -4,200 -15%
SRAM
199
Stone Ridge Asset Management
New York
$834K +$78.4K +2,100 +10%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$810K -$13M -348,267 -94%

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.