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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
Mirae Asset Global Investments
251
Mirae Asset Global Investments
South Korea
$1.65M +$1.34M +16,047 New
ZIG
252
Zurich Insurance Group
Switzerland
$1.63M – – –
JFG
253
Jefferies Financial Group
New York
$1.63M +$902K +10,821 +213%
OAC
254
OMERS Administration Corp
Ontario, Canada
$1.63M +$1.32M +15,900 New
CIBC World Market
255
CIBC World Market
Ontario, Canada
$1.63M -$41.6K -499 -3%
IP
256
Interval Partners
New York
$1.61M -$747K -8,970 -36%
JSL
257
JT Stratford LLC
Georgia
$1.61M +$65.3K +784 +5%
CC
258
Centiva Capital
New York
$1.59M +$205K +2,463 +19%
DM
259
Delphi Management
Massachusetts
$1.51M +$88.4K +1,061 +8%
CG
260
Cutler Group
California
$1.51M +$1.11M +13,364 +998%
Federated Hermes
261
Federated Hermes
Pennsylvania
$1.5M -$377K -4,523 -24%
OC
262
Opinicus Capital
Florida
$1.49M +$1.21M +14,479 New
NAG
263
Northstar Advisory Group
New Jersey
$1.44M +$91.9K +1,103 +9%
RIM
264
Redwood Investment Management
Arizona
$1.44M -$641K -7,687 -35%
Natixis Advisors
265
Natixis Advisors
Massachusetts
$1.43M +$42.2K +506 +4%
M&T Bank
266
M&T Bank
New York
$1.42M -$20K -240 -2%
EF
267
Empirical Finance
Pennsylvania
$1.38M -$227K -2,725 -17%
MCM
268
MAI Capital Management
Ohio
$1.38M -$6.43M -77,205 -85%
AC
269
AXQ Capital
New Jersey
$1.38M +$617K +7,400 +123%
Wolverine Trading
270
Wolverine Trading
Illinois
$1.37M +$337K +4,041 +44%
Skandinaviska Enskilda Banken (SEB)
271
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.36M +$1.1M +13,200 New
PIMJS
272
PKO Investment Management Joint-Stock
Poland
$1.34M +$1.08M +13,000 New
LCG
273
Lisanti Capital Growth
New York
$1.33M +$1.08M +12,945 New
X
274
Xponance
Pennsylvania
$1.33M -$19.5K -234 -2%
AG
275
AIA Group
Hong Kong
$1.32M -$307K -3,683 -22%
9 10
11
12 13

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.