Toll Brothers
341 hedge funds and large institutions have $5.33B invested in Toll Brothers in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 116 reducing their positions, and 39 closing their positions.
23% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 39
1% more funds holding
Funds holding: 337 → 341 (+4)
1.15% more ownership
Funds ownership: 82.37% → 83.53% (+1.2%)
2% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 116
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $5.4B → $5.33B (-$79.1M)
12% less call options, than puts
Call options by funds: $80.5M | Put options by funds: $91.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$272M |
| 2 |
JP Morgan Chase
New York
|
+$111M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$87.9M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$48.7M |
| 5 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$154M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.3M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$38.9M |
| 4 |
ZDA
Zweig-DiMenna Associates
New York
|
-$38.3M |
| 5 |
Cohen & Steers
New York
|
-$33.1M |
TOL Hedge Fund Activity: Q1 2014 in Review
341 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2014, worth a combined $5.33B — down 1.5% from $5.4B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new TOL positions and 39 closed out — a net gain of 9 holders — while 118 added to existing stakes and 116 trimmed.
The largest buyer was Capital World Investors, adding an estimated $272M. The largest seller was Goldman Sachs, cutting an estimated $154M.
- 341 institutional investors held Toll Brothers (TOL) as of Q1 2014, up from 337 in Q4 2013.
- Funds reported $5.33B of Toll Brothers stock for Q1 2014, down 1.5% quarter-over-quarter.
- 48 funds opened new Toll Brothers positions in Q1 2014 and 39 closed out, a net change of +9 holders.
- The largest Toll Brothers buyer in Q1 2014 was Capital World Investors, an estimated $272M added.
- The largest Toll Brothers seller in Q1 2014 was Goldman Sachs, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2014.