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Toll Brothers
TOL

516 hedge funds and large institutions have $7.45B invested in Toll Brothers in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 171 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 171

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

1.49% more ownership

Funds ownership: 91.72% → 93.21% (+1.5%)

0% more funds holding

Funds holding: 515 → 516 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6% less capital invested

Capital invested by funds: $7.93B → $7.45B (-$471M)

49% less call options, than puts

Call options by funds: $91.4M | Put options by funds: $179M

Holders
516
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.19%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
66
Increased
193
Reduced
171
Closed
59
Calls
$91.4M
Puts
$179M
Net Calls
-$87.5M
Net Calls Change
-$40.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$136M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$84.5M
3
Invesco
Invesco
Georgia
+$61M
4
Holocene Advisors
Holocene Advisors
New York
+$58.4M
5
JAM
Jupiter Asset Management
United Kingdom
+$51.7M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$171M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$41.2M
3
Man Group
Man Group
United Kingdom
-$40.2M
4
CCM
Candlestick Capital Management
Connecticut
-$38.6M
5
Two Sigma Investments
Two Sigma Investments
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
276
NewEdge Advisors
Louisiana
$827K +$355K +4,497 +67%
RA
277
RFG Advisory
Alabama
$817K -$443K -5,611 -34%
Verition Fund Management
278
Verition Fund Management
Connecticut
$815K +$333K +4,221 +62%
CAN
279
Cetera Advisor Networks
California
$812K +$276K +3,496 +47%
SCP
280
Stamos Capital Partners
California
$784K – – –
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$782K +$17.4K +220 +2%
GI
282
GAMCO Investors
Connecticut
$777K – – –
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$773K +$44.5K +564 +6%
VI
284
Versor Investments
New York
$770K +$300K +3,800 +57%
CW
285
Connectus Wealth
Ohio
$768K – – –
CL
286
CSS LLC
Illinois
$747K – – –
ACM
287
Aquatic Capital Management
Illinois
$740K +$166K +2,100 +27%
VF
288
Virtu Financial
New York
$737K -$399K -5,057 -34%
PP
289
Prudential plc
United Kingdom
$732K +$351K +4,440 +81%
QCM
290
QRG Capital Management
Illinois
$723K +$772K +9,777 New
Credit Agricole
291
Credit Agricole
France
$721K -$1.46M -18,435 -65%
MCI
292
MRP Capital Investments
Georgia
$716K +$927K +11,748 +120%
Wolverine Trading
293
Wolverine Trading
Illinois
$685K +$731K +9,260 New
LFAS
294
Level Four Advisory Services
Texas
$683K -$4.26K -54 -0.6%
CIP
295
Capital Insight Partners
Arizona
$681K +$64.7K +819 +10%
SAM
296
Securian Asset Management
Minnesota
$678K – – –
GC
297
Guggenheim Capital
Illinois
$674K -$182K -2,306 -20%
WSFS
298
Wilmington Savings Fund Society
Delaware
$665K – – –
GLR
299
Great Lakes Retirement
Ohio
$664K -$32.7K -414 -4%
MM
300
MQS Management
New York
$658K +$703K +8,900 New
10 11
12
13 14

TOL Hedge Fund Activity: Q3 2023 in Review

516 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2023, worth a combined $7.45B — down 5.9% from $7.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TOL positions and 59 closed out — a net gain of 7 holders — while 193 added to existing stakes and 171 trimmed.

The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Capital International Investors, cutting an estimated $171M.

  • 516 institutional investors held Toll Brothers (TOL) as of Q3 2023, up from 515 in Q2 2023.
  • Funds reported $7.45B of Toll Brothers stock for Q3 2023, down 5.9% quarter-over-quarter.
  • 66 funds opened new Toll Brothers positions in Q3 2023 and 59 closed out, a net change of +7 holders.
  • The largest Toll Brothers buyer in Q3 2023 was BlackRock, an estimated $136M added.
  • The largest Toll Brothers seller in Q3 2023 was Capital International Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2023.