Toll Brothers
375 hedge funds and large institutions have $4.58B invested in Toll Brothers in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 45 closing their positions.
21% more call options, than puts
Call options by funds: $39.4M | Put options by funds: $32.5M
18% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 45
1% less funds holding
Funds holding: 378 → 375 (-3)
1.92% less ownership
Funds ownership: 85.53% → 83.6% (-1.9%)
7% less capital invested
Capital invested by funds: $4.93B → $4.58B (-$346M)
14% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 139
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$58.7M |
| 2 |
Holocene Advisors
New York
|
+$18.5M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$11.9M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$11M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$94.3M |
| 2 |
D.E. Shaw & Co
New York
|
-$19.5M |
| 3 |
PC
PM Capital
Sydney,
Australia
|
-$17.9M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$15.5M |
| 5 |
Morgan Stanley
New York
|
-$13.4M |
TOL Hedge Fund Activity: Q4 2019 in Review
375 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2019, worth a combined $4.58B — down 7% from $4.93B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new TOL positions and 45 closed out — a net gain of 8 holders — while 119 added to existing stakes and 139 trimmed.
The largest buyer was Capital World Investors, adding an estimated $58.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $94.3M.
- 375 institutional investors held Toll Brothers (TOL) as of Q4 2019, down from 378 in Q3 2019.
- Funds reported $4.58B of Toll Brothers stock for Q4 2019, down 7% quarter-over-quarter.
- 53 funds opened new Toll Brothers positions in Q4 2019 and 45 closed out, a net change of +8 holders.
- The largest Toll Brothers buyer in Q4 2019 was Capital World Investors, an estimated $58.7M added.
- The largest Toll Brothers seller in Q4 2019 was Thrivent Financial for Lutherans, an estimated $94.3M sold.
Based on aggregated 13F filings for Q4 2019.