Toll Brothers
371 hedge funds and large institutions have $5.36B invested in Toll Brothers in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 97 increasing their positions, 137 reducing their positions, and 53 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
57% more capital invested
Capital invested by funds: $3.41B → $5.36B (+$1.95B)
45% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 53
7% more funds holding
Funds holding: 347 → 371 (+24)
3.99% more ownership
Funds ownership: 83.27% → 87.26% (+4%)
6% more call options, than puts
Call options by funds: $169M | Put options by funds: $160M
29% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$264M |
| 2 |
EC
Eminence Capital
New York
|
+$71.4M |
| 3 |
JP Morgan Chase
New York
|
+$44.8M |
| 4 |
Man Group
London,
United Kingdom
|
+$27.5M |
| 5 |
ClearBridge Investments
New York
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$85.1M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$49.7M |
| 3 |
Millennium Management
New York
|
-$39.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$36M |
| 5 |
Morgan Stanley
New York
|
-$26.9M |
TOL Hedge Fund Activity: Q3 2020 in Review
371 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2020, worth a combined $5.36B — up 57% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new TOL positions and 53 closed out — a net gain of 24 holders — while 97 added to existing stakes and 137 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $264M. The largest seller was BlackRock, cutting an estimated $85.1M.
- 371 institutional investors held Toll Brothers (TOL) as of Q3 2020, up from 347 in Q2 2020.
- Funds reported $5.36B of Toll Brothers stock for Q3 2020, up 57% quarter-over-quarter.
- 77 funds opened new Toll Brothers positions in Q3 2020 and 53 closed out, a net change of +24 holders.
- The largest Toll Brothers buyer in Q3 2020 was Fidelity Investments, an estimated $264M added.
- The largest Toll Brothers seller in Q3 2020 was BlackRock, an estimated $85.1M sold.
Based on aggregated 13F filings for Q3 2020.