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Toll Brothers

645 hedge funds and large institutions have $12B invested in Toll Brothers in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 180 increasing their positions, 247 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 58

21% more capital invested

Capital invested by funds: $9.92B → $12B (+$2.06B)

12% more funds holding

Funds holding: 574645 (+71)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3.65% less ownership

Funds ownership: 92.7%89.06% (-3.6%)

18% less call options, than puts

Call options by funds: $207M | Put options by funds: $254M

27% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 247

Holders
645
Holders Change
+71
Holders Change %
+12.37%
% of All Funds
9.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
135
Increased
180
Reduced
247
Closed
58
Calls
$207M
Puts
$254M
Net Calls
-$46.5M
Net Calls Change
+$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
301
State of Alaska Department of Revenue
Alaska
$1.46M -$32.1K -295 -3%
Public Employees Retirement Association of Colorado
302
Public Employees Retirement Association of Colorado
Colorado
$1.46M -$86.4K -794 -7%
Federated Hermes
303
Federated Hermes
Pennsylvania
$1.46M -$364K -3,348 -23%
GCP
304
GSA Capital Partners
United Kingdom
$1.44M -$560K -5,151 -32%
MWM
305
MorganRosel Wealth Management
Colorado
$1.41M -$53.3K -490 -4%
LAM
306
Lifestyle Asset Management
Texas
$1.4M +$1.18M +10,809 New
Mirae Asset Global Investments
307
Mirae Asset Global Investments
South Korea
$1.39M -$573K -5,267 -33%
DS
308
DRW Securities
Illinois
$1.39M +$1.17M +10,720 New
SGI
309
Summit Global Investments
Utah
$1.38M +$1.16M +10,654 New
MCI
310
MRP Capital Investments
Georgia
$1.37M -$54.9K -505 -5%
BBA
311
BLB&B Advisors
Pennsylvania
$1.34M -$1.12M -10,280 -50%
DB
312
Danske Bank
Denmark
$1.25M +$1.05M +9,682 New
GLR
313
Great Lakes Retirement
Ohio
$1.25M +$41.1K +378 +4%
II
314
Inspire Investing
Idaho
$1.25M +$644K +5,921 +158%
Asset Management One
315
Asset Management One
Japan
$1.23M +$1.04M +9,537 New
EGM
316
Engineers Gate Manager
New York
$1.23M +$685K +6,291 +197%
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$1.21M -$245K -2,253 -19%
AWM
318
Axxcess Wealth Management
California
$1.2M +$158K +1,455 +19%
WSFS
319
Wilmington Savings Fund Society
Delaware
$1.16M +$978K +8,989 New
MBI
320
May Barnhard Investments
Maryland
$1.13M -$106K -975 -10%
SAM
321
Securian Asset Management
Minnesota
$1.11M -$53.8K -494 -5%
DADC
322
D.A. Davidson & Co
Montana
$1.05M +$219K +2,012 +33%
Creative Planning
323
Creative Planning
Kansas
$1.05M +$185K +1,697 +26%
NA
324
NewEdge Advisors
Louisiana
$1.05M +$148K +1,364 +20%
VI
325
Vestcor Inc
New Brunswick, Canada
$1.05M

TOL Hedge Fund Activity: Q1 2024 in Review

645 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2024, worth a combined $12B — up 21% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new TOL positions and 58 closed out — a net gain of 77 holders — while 180 added to existing stakes and 247 trimmed.

The largest buyer was BlackRock, adding an estimated $216M. The largest seller was Capital International Investors, exiting entirely with an estimated $359M sold.

  • 645 institutional investors held Toll Brothers (TOL) as of Q1 2024, up from 574 in Q4 2023.
  • Funds reported $12B of Toll Brothers stock for Q1 2024, up 21% quarter-over-quarter.
  • 135 funds opened new Toll Brothers positions in Q1 2024 and 58 closed out, a net change of +77 holders.
  • The largest Toll Brothers buyer in Q1 2024 was BlackRock, an estimated $216M added.
  • The largest Toll Brothers seller in Q1 2024 was Capital International Investors, an estimated $359M sold.

Based on aggregated 13F filings for Q1 2024.