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Toll Brothers

515 hedge funds and large institutions have $7.93B invested in Toll Brothers in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 163 increasing their positions, 184 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 40

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

32% more capital invested

Capital invested by funds: $6B → $7.93B (+$1.92B)

15% more funds holding

Funds holding: 447515 (+68)

0.02% more ownership

Funds ownership: 91.7%91.72% (+0.02%)

11% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 184

20% less call options, than puts

Call options by funds: $186M | Put options by funds: $233M

Holders
515
Holders Change
+68
Holders Change %
+15.21%
% of All Funds
8.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
108
Increased
163
Reduced
184
Closed
40
Calls
$186M
Puts
$233M
Net Calls
-$47.3M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
226
Livforsakringsbolaget Skandia
Sweden
$1.57M -$134K -2,000 -9%
AW
227
Alaethes Wealth
Nevada
$1.56M +$50.5K +752 +4%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$1.53M +$118K +1,760 +10%
DTL
229
Dynamic Technology Lab
Singapore
$1.53M +$196K +2,926 +18%
CIBC World Market
230
CIBC World Market
Ontario, Canada
$1.53M -$686K -10,223 -35%
URS
231
Utah Retirement Systems
Utah
$1.5M -$13.4K -200 -1%
HWAM
232
Hennion & Walsh Asset Management
New Jersey
$1.45M +$597K +8,897 +95%
IHL
233
Investment House LLC
California
$1.43M
OTPPB
234
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.42M -$288K -4,299 -19%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$1.42M +$1.2M +17,955 New
NP
236
Nilsine Partners
Colorado
$1.38M
NAG
237
Northstar Advisory Group
New Jersey
$1.37M -$368K -5,488 -24%
CC
238
Centiva Capital
New York
$1.37M -$1M -14,920 -46%
JSL
239
JT Stratford LLC
Georgia
$1.36M -$318K -4,737 -22%
Federated Hermes
240
Federated Hermes
Pennsylvania
$1.35M +$149K +2,225 +15%
AG
241
AIA Group
Hong Kong
$1.33M +$1.13M +16,800 New
RA
242
RFG Advisory
Alabama
$1.32M +$85.8K +1,278 +8%
RWM
243
Ritholtz Wealth Management
New York
$1.31M +$45.8K +683 +4%
KWM
244
Kingsview Wealth Management
Oregon
$1.3M +$1.11M +16,469 New
SPA
245
Sherbrooke Park Advisers
New York
$1.29M +$1.09M +16,310 New
OF
246
Outfitter Financial
Maine
$1.29M -$20.8K -310 -2%
EF
247
Empirical Finance
Pennsylvania
$1.27M +$480K +7,155 +80%
DFCM
248
Dark Forest Capital Management
Puerto Rico
$1.27M +$1.03M +15,410 +2,450%
BAM
249
Berkshire Asset Management
Pennsylvania
$1.25M -$35K -521 -3%
SP
250
Symmetry Partners
Connecticut
$1.24M +$1.05M +15,627 New

TOL Hedge Fund Activity: Q2 2023 in Review

515 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2023, worth a combined $7.93B — up 32% from $6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TOL positions and 40 closed out — a net gain of 68 holders — while 163 added to existing stakes and 184 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $57M. The largest seller was Capital International Investors, cutting an estimated $104M.

  • 515 institutional investors held Toll Brothers (TOL) as of Q2 2023, up from 447 in Q1 2023.
  • Funds reported $7.93B of Toll Brothers stock for Q2 2023, up 32% quarter-over-quarter.
  • 108 funds opened new Toll Brothers positions in Q2 2023 and 40 closed out, a net change of +68 holders.
  • The largest Toll Brothers buyer in Q2 2023 was Acadian Asset Management, an estimated $57M added.
  • The largest Toll Brothers seller in Q2 2023 was Capital International Investors, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2023.