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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
Natixis Advisors
276
Natixis Advisors
Massachusetts
$873K +$67.8K +1,010 +10%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$858K +$375K +5,593 +106%
SEC
278
Seven Eight Capital
New York
$842K +$714K +10,645 New
SCP
279
Stamos Capital Partners
California
$838K -$275K -4,100 -28%
GI
280
GAMCO Investors
Connecticut
$830K -$13.4K -200 -2%
CW
281
Connectus Wealth
Ohio
$821K -$126K -1,880 -15%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$819K -$40.5K -603 -6%
AAM
283
Advisors Asset Management
Colorado
$809K -$155K -2,303 -18%
OC
284
Oppenheimer & Co
New York
$808K +$686K +10,224 New
CL
285
CSS LLC
Illinois
$799K +$73.8K +1,100 +12%
HF
286
HRT Financial
New York
$792K +$85.7K +1,277 +15%
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$782K -$49.9K -744 -7%
MCI
288
MRP Capital Investments
Georgia
$777K -$179K -2,675 -21%
M1FG
289
Mach-1 Financial Group
Arkansas
$765K +$649K +9,672 New
CM
290
Capula Management
Cayman Islands
$745K +$632K +9,420 New
GLR
291
Great Lakes Retirement
Ohio
$742K +$630K +9,386 New
PRS
292
Pinkerton Retirement Specialists
Idaho
$736K +$624K +9,302 New
LFAS
293
Level Four Advisory Services
Texas
$735K -$126K -1,877 -17%
SAM
294
Securian Asset Management
Minnesota
$725K -$12.9K -192 -2%
GCM
295
Graham Capital Management
Connecticut
$720K -$865K -12,885 -59%
WSFS
296
Wilmington Savings Fund Society
Delaware
$711K
QCM
297
Qsemble Capital Management
New York
$696K -$349K -5,200 -37%
State of Wisconsin Investment Board
298
State of Wisconsin Investment Board
Wisconsin
$692K -$336K -5,006 -36%
MSRPS
299
Maryland State Retirement & Pension System
Maryland
$680K
SAM
300
Storebrand Asset Management
Norway
$675K

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.