Toll Brothers
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, 113 increasing their positions, 143 reducing their positions, and 44 closing their positions.
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
23% more call options, than puts
Call options by funds: $37.5M | Put options by funds: $30.6M
18% more capital invested
Capital invested by funds: $4.08B → $4.8B (+$721M)
1% more funds holding
Funds holding: 375 → 378 (+3)
0.7% more ownership
Funds ownership: 81.08% → 81.78% (+0.7%)
21% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$544M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.9M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$51.7M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$43.3M |
| 5 |
Jennison Associates
New York
|
+$42.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$56.7M |
| 2 |
Neuberger Berman Group
New York
|
-$45M |
| 3 |
JP Morgan Chase
New York
|
-$33.9M |
| 4 |
ECM
Element Capital Management
New York
|
-$31.2M |
| 5 |
Renaissance Technologies
New York
|
-$29.5M |
TOL Hedge Fund Activity: Q1 2017 in Review
378 of the 4,034 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 113 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.