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Toll Brothers
TOL

574 hedge funds and large institutions have $9.92B invested in Toll Brothers in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 179 increasing their positions, 218 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

33% more capital invested

Capital invested by funds: $7.45B → $9.92B (+$2.47B)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more funds holding

Funds holding: 516 → 574 (+58)

0.51% less ownership

Funds ownership: 93.21% → 92.7% (-0.51%)

18% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 218

41% less call options, than puts

Call options by funds: $180M | Put options by funds: $305M

Holders
574
Holders Change
+58
Holders Change %
+11.24%
% of All Funds
8.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
117
Increased
179
Reduced
218
Closed
50
Calls
$180M
Puts
$305M
Net Calls
-$125M
Net Calls Change
-$37.4M

Top Buyers

1
Man Group
Man Group
United Kingdom
+$38.7M
2
MCM
Marsico Capital Management
Colorado
+$37.7M
3
Morgan Stanley
Morgan Stanley
New York
+$37.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$31M
5
Bank of America
Bank of America
North Carolina
+$27M

Top Sellers

1
BlackRock
BlackRock
New York
-$162M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$60.1M
3
Millennium Management
Millennium Management
New York
-$50M
4
Holocene Advisors
Holocene Advisors
New York
-$48.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
226
Clear Harbor Asset Management
Connecticut
$2.02M -$232K -2,788 -12%
TRCT
227
Tower Research Capital (TRC)
New York
$2.02M +$619K +7,426 +61%
Mariner
228
Mariner
Kansas
$2.02M +$343K +4,112 +26%
AW
229
Alaethes Wealth
Nevada
$1.99M -$29.2K -350 -2%
VF
230
Virtu Financial
New York
$1.95M +$750K +9,005 +90%
Marshall Wace
231
Marshall Wace
United Kingdom
$1.92M +$1.55M +18,632 New
URS
232
Utah Retirement Systems
Utah
$1.91M -$33.3K -400 -2%
KPF
233
K2 Principal Fund
Ontario, Canada
$1.9M +$458K +5,500 +42%
SGA
234
Strategic Global Advisors
California
$1.89M -$1.01M -12,144 -40%
BAM
235
Berkshire Asset Management
Pennsylvania
$1.88M +$215K +2,586 +16%
RWM
236
Ritholtz Wealth Management
New York
$1.85M +$99.3K +1,192 +7%
PAG
237
Private Advisor Group
New Jersey
$1.81M +$760K +9,115 +107%
NP
238
Nilsine Partners
Colorado
$1.8M -$4K -48 -0.3%
IHL
239
Investment House LLC
California
$1.79M -$9.75K -117 -0.7%
BAM
240
Byrne Asset Management
New Jersey
$1.78M +$1.43M +17,110 New
MWM
241
Moran Wealth Management
Florida
$1.77M +$788K +9,456 +122%
CANY
242
Caxton Associates (New York)
New York
$1.76M – – –
DTL
243
Dynamic Technology Lab
Singapore
$1.76M -$10.8K -130 -0.8%
PCMU
244
Paragon Capital Management (Utah)
Utah
$1.76M +$1.42M +17,085 New
VOYA Investment Management
245
VOYA Investment Management
Georgia
$1.75M -$629K -7,544 -31%
VPIM
246
Vanguard Personalized Indexing Management
California
$1.73M -$562K -6,749 -29%
PRC
247
Pearl River Capital
Michigan
$1.7M -$1.57M -18,846 -53%
GI
248
GAMCO Investors
Connecticut
$1.7M +$500K +6,000 +57%
GCP
249
GSA Capital Partners
United Kingdom
$1.68M +$348K +4,181 +35%
OF
250
Outfitter Financial
Maine
$1.67M -$833 -10 -0.1%
8 9
10
11 12

TOL Hedge Fund Activity: Q4 2023 in Review

574 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2023, worth a combined $9.92B — up 33% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TOL positions and 50 closed out — a net gain of 67 holders — while 179 added to existing stakes and 218 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $38.7M. The largest seller was BlackRock, cutting an estimated $162M.

  • 574 institutional investors held Toll Brothers (TOL) as of Q4 2023, up from 516 in Q3 2023.
  • Funds reported $9.92B of Toll Brothers stock for Q4 2023, up 33% quarter-over-quarter.
  • 117 funds opened new Toll Brothers positions in Q4 2023 and 50 closed out, a net change of +67 holders.
  • The largest Toll Brothers buyer in Q4 2023 was Man Group, an estimated $38.7M added.
  • The largest Toll Brothers seller in Q4 2023 was BlackRock, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.