Toll Brothers
359 hedge funds and large institutions have $5.43B invested in Toll Brothers in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 113 reducing their positions, and 44 closing their positions.
209% more call options, than puts
Call options by funds: $120M | Put options by funds: $38.9M
18% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 113
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 44
0% less funds holding
Funds holding: 360 → 359 (-1)
4.01% less ownership
Funds ownership: 84.8% → 80.79% (-4%)
7% less capital invested
Capital invested by funds: $5.85B → $5.43B (-$421M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$64.9M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$54.9M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$36.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$32.8M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$32.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$248M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$105M |
| 3 |
FAM
Fred Alger Management
New York
|
-$93.2M |
| 4 |
Cohen & Steers
New York
|
-$60.8M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$38.4M |
TOL Hedge Fund Activity: Q2 2015 in Review
359 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2015, worth a combined $5.43B — down 7.2% from $5.85B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new TOL positions and 44 closed out — a net gain of 1 holder — while 133 added to existing stakes and 113 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $64.9M. The largest seller was Goldman Sachs, cutting an estimated $248M.
- 359 institutional investors held Toll Brothers (TOL) as of Q2 2015, down from 360 in Q1 2015.
- Funds reported $5.43B of Toll Brothers stock for Q2 2015, down 7.2% quarter-over-quarter.
- 45 funds opened new Toll Brothers positions in Q2 2015 and 44 closed out, a net change of +1 holder.
- The largest Toll Brothers buyer in Q2 2015 was JP Morgan Chase, an estimated $64.9M added.
- The largest Toll Brothers seller in Q2 2015 was Goldman Sachs, an estimated $248M sold.
Based on aggregated 13F filings for Q2 2015.