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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
P
326
Pitcairn
Pennsylvania
$519K +$441K +6,570 New
DM
327
Diker Management
New York
$506K -$67.1K -1,000 -14%
BLC
328
Brown, Lisle/Cummings
Rhode Island
$500K -$8.39K -125 -2%
CWM
329
Compass Wealth Management
Connecticut
$490K -$6.71K -100 -2%
VIA
330
Vident Investment Advisory
Georgia
$486K +$31.5K +470 +8%
OAM
331
Oak Asset Management
California
$482K -$156K -2,325 -28%
LWM
332
Lyell Wealth Management
California
$478K +$10.1K +150 +3%
ProShare Advisors
333
ProShare Advisors
Maryland
$476K -$6.78K -101 -2%
OFW
334
Omnia Family Wealth
Florida
$471K
SAI
335
Systematic Alpha Investments
New Jersey
$467K
PVI
336
Pine Valley Investments
New Jersey
$467K +$396K +5,900 New
ECA
337
Elevated Capital Advisors
Utah
$463K +$10.9K +163 +3%
CC
338
Cannell & Co
New York
$463K
SAM
339
Shell Asset Management
Netherlands
$459K -$2.21K -33 -0.6%
BAMF
340
BI Asset Management Fondsmaeglerselskab
Denmark
$446K +$378K +5,638 New
FCM
341
FJ Capital Management
Virginia
$440K -$962K -14,331 -72%
AA
342
ALPS Advisors
Colorado
$438K +$3.02K +45 +0.8%
NYLIM
343
New York Life Investment Management
New York
$434K +$369K +5,492 New
BCI
344
Brinker Capital Investments
Pennsylvania
$431K -$11.1K -165 -3%
OPS
345
Orion Portfolio Solutions
Nebraska
$431K -$11.1K -165 -3%
PP
346
Prudential plc
United Kingdom
$431K -$363K -5,408 -50%
XT
347
XTX Topco
Cayman Islands
$423K +$359K +5,352 New
CC
348
Corton Capital
Ontario, Canada
$423K +$95.5K +1,424 +36%
AMR
349
Asset Management Resources
Massachusetts
$422K -$9.13K -136 -2%
TI
350
Tidal Investments
Wisconsin
$419K +$356K +5,300 New

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.