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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
HSBC Holdings
176
HSBC Holdings
United Kingdom
$1.23M -$374K -6,143 -22%
Mitsubishi UFJ Trust & Banking
177
Mitsubishi UFJ Trust & Banking
Japan
$1.23M -$44.2K -725 -3%
KBC Group
178
KBC Group
Belgium
$1.21M -$8.13M -133,436 -86%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$1.18M – – –
AWM
180
Altium Wealth Management
New York
$1.15M +$17K +279 +1%
PL
181
Polianta Ltd
Jersey
$1.13M +$1.19M +19,500 New
PIG
182
Pantheon Investment Group
California
$1.12M +$81.8K +1,342 +7%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$1.09M +$1.15M +18,931 New
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$1.08M +$481K +7,898 +73%
NMIMC
185
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$549 +9 +0%
PCM
186
Penserra Capital Management
California
$1.05M +$159K +2,612 +17%
SLI
187
Sumitomo Life Insurance
Japan
$1.04M -$162K -2,662 -13%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$1.04M -$39.4K -647 -3%
Tudor Investment Corp
189
Tudor Investment Corp
Connecticut
$1.04M +$157K +2,570 +17%
PTC
190
Philadelphia Trust Company
Pennsylvania
$1.04M +$132K +2,159 +14%
X
191
Xponance
Pennsylvania
$1.04M +$370K +6,064 +51%
SFI
192
Susquehanna Fundamental Investments
Pennsylvania
$1.02M -$6.52M -106,982 -86%
USGIU
193
U.S. Global Investors (USGI)
Texas
$1.02M – – –
SOADOR
194
State of Alaska Department of Revenue
Alaska
$1.01M -$5.36K -88 -0.5%
QOP
195
Quinn Opportunity Partners
Virginia
$983K -$366K -6,000 -26%
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$963K – – –
NAM
197
NorthCoast Asset Management
Connecticut
$943K -$5.49K -90 -0.5%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$943K – – –
HPC
199
HM Payson & Co
Maine
$942K +$433K +7,100 +77%
ACM
200
AlphaCrest Capital Management
New York
$933K +$984K +16,137 New
6 7
8
9 10

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.