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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
MFG
351
Merit Financial Group
Georgia
$410K
GCP
352
GSA Capital Partners
United Kingdom
$408K +$65.6K +977 +23%
SCM
353
Shelton Capital Management
Colorado
$400K -$7.45K -111 -2%
BGDI
354
BW Gestao de Investimentos
Brazil
$395K -$1.34M -20,000 -80%
SC
355
Shay Capital
New York
$395K +$335K +5,000 New
AAS
356
Avantax Advisory Services
Texas
$386K +$328K +4,886 New
KFI
357
Key Financial Inc
Pennsylvania
$385K +$4.76K +71 +1%
FRM
358
Fox Run Management
Connecticut
$374K -$288K -4,289 -48%
Stifel Financial
359
Stifel Financial
Missouri
$352K -$33.3K -497 -10%
Walleye Trading
360
Walleye Trading
New York
$346K -$2.59M -38,566 -90%
PTC
361
Petrus Trust Company
Texas
$338K +$287K +4,273 New
PP
362
Patten & Patten
Tennessee
$338K
US Bancorp
363
US Bancorp
Minnesota
$334K -$11.4K -170 -4%
1IA
364
1834 Investment Advisors
Wisconsin
$331K -$345K -5,135 -55%
HPC
365
HM Payson & Co
Maine
$329K +$127K +1,900 +84%
KAS
366
Kestra Advisory Services
Texas
$328K -$296K -4,412 -52%
CANY
367
Caxton Associates (New York)
New York
$327K +$277K +4,134 New
William Blair Investment Management
368
William Blair Investment Management
Illinois
$318K -$939 -14 -0.3%
Creative Planning
369
Creative Planning
Kansas
$317K +$32.5K +485 +14%
II
370
Inspire Investing
Idaho
$314K -$37.1K -553 -12%
FTDI
371
First Trust Direct Indexing
Massachusetts
$310K -$12.6K -188 -5%
BC
372
Bridgefront Capital
Texas
$307K +$261K +3,884 New
KTC
373
Kistler-Tiffany Companies
Pennsylvania
$303K -$11.6K -173 -4%
MMPW
374
Mitchell McLeod Pugh & Williams
Alabama
$298K
KWA
375
Kingswood Wealth Advisors
California
$295K +$251K +3,735 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.