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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
AB
201
Amalgamated Bank
New York
$888K -$65.1K -1,952 -7%
BCM
202
Bayesian Capital Management
New York
$881K +$567K +17,000 +230%
JC
203
JBF Capital
Colorado
$875K – – –
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$840K -$3.37K -101 -0.4%
Brown Advisory
205
Brown Advisory
Maryland
$830K +$8.67K +260 +1%
USAA
206
United Services Automobile Association
Texas
$819K +$756K +22,668 New
Janus Henderson Group
207
Janus Henderson Group
United Kingdom
$789K – – –
COPPSERS
208
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$780K -$16.6K -498 -2%
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$748K +$103K +3,104 +18%
BC
210
Brinker Capital
Pennsylvania
$725K +$421K +12,632 +170%
RWA
211
River Wealth Advisors
Pennsylvania
$701K -$4.17K -125 -0.6%
SAM
212
Securian Asset Management
Minnesota
$684K +$12.7K +382 +2%
Nomura Asset Management
213
Nomura Asset Management
Japan
$670K -$63.4K -1,900 -9%
WCA
214
Waratah Capital Advisors
Ontario, Canada
$662K +$612K +18,346 New
HMS
215
Hanseatic Management Services
New Mexico
$651K +$602K +18,041 New
VKH
216
Virtu KCG Holdings
New York
$646K -$156K -4,668 -21%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$619K +$571K +17,137 New
CAM
218
Capstone Asset Management
Texas
$597K +$23K +690 +4%
JHIU
219
Janus Henderson Investors US
Colorado
$592K -$143K -4,300 -21%
LIA
220
LS Investment Advisors
Michigan
$548K -$15.8K -473 -3%
CO
221
Caldwell & Orkin
Georgia
$545K +$503K +15,100 New
EC
222
EJF Capital
Virginia
$542K -$333K -10,000 -40%
Jane Street
223
Jane Street
New York
$533K +$492K +14,752 New
RIL
224
Rothschild Investment LLC
Illinois
$524K -$7.34M -220,100 -94%
PP
225
Patten & Patten
Tennessee
$502K – – –
7 8
9
10 11

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.