Toll Brothers
429 hedge funds and large institutions have $5.62B invested in Toll Brothers in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 154 reducing their positions, and 76 closing their positions.
70% more call options, than puts
Call options by funds: $51.6M | Put options by funds: $30.3M
0.79% less ownership
Funds ownership: 86.44% → 85.66% (-0.79%)
7% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 154
5% less funds holding
Funds holding: 452 → 429 (-23)
12% less capital invested
Capital invested by funds: $6.36B → $5.62B (-$736M)
22% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 76
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$58.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.4M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$47.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$47.9M |
| 5 |
Janus Henderson Group
London,
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$99.4M |
| 2 |
Millennium Management
New York
|
-$79.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.6M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$46.6M |
| 5 |
BlackRock
New York
|
-$35.4M |
TOL Hedge Fund Activity: Q1 2018 in Review
429 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2018, worth a combined $5.62B — down 12% from $6.36B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of TOL and 59 opened new positions — a net loss of 17 holders — while 154 trimmed existing stakes and 143 added.
The largest buyer was AJO LP, adding an estimated $58.5M. The largest seller was JP Morgan Chase, cutting an estimated $99.4M.
- 429 institutional investors held Toll Brothers (TOL) as of Q1 2018, down from 452 in Q4 2017.
- Funds reported $5.62B of Toll Brothers stock for Q1 2018, down 12% quarter-over-quarter.
- 59 funds opened new Toll Brothers positions in Q1 2018 and 76 closed out, a net change of -17 holders.
- The largest Toll Brothers buyer in Q1 2018 was AJO LP, an estimated $58.5M added.
- The largest Toll Brothers seller in Q1 2018 was JP Morgan Chase, an estimated $99.4M sold.
Based on aggregated 13F filings for Q1 2018.