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Toll Brothers
TOL

Overview Fund Activity

572 hedge funds and large institutions have $9.92B invested in Toll Brothers in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 178 increasing their positions, 218 reducing their positions, and 49 closing their positions.

Holders
572
Holders Change
+59
Holders Change %
+11.5%
% of All Funds
8.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
117
Increased
178
Reduced
218
Closed
49
Calls
$180M
Puts
$305M
Net Calls
-$125M
Net Calls Change
-$37.4M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$47.7M
2
MCM
2
Marsico Capital Management
Colorado
$46.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$179M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$108M
5
Bank of America
5
Bank of America
North Carolina
$87.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.07B
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$79.1M
3
Millennium Management
3
Millennium Management
New York
$660K
4
Holocene Advisors
4
Holocene Advisors
New York
$39.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$324M
Name Market Value Shares Shares
Change 		Shares
Change %
Capstone Investment Advisors
351
Capstone Investment Advisors
New York
$540K 5,253 +5,253 New
MFG
352
Merit Financial Group
Georgia
$532K 5,180 +1 +0%
MC
353
Machina Capital
France
$531K 5,163 +5,163 New
PP
354
PDT Partners
New York
$525K 5,106 -20,194 -80%
CCG
355
Ceeto Capital Group
Florida
$514K 5,000 -2,000 -29%
ADEF
356
ABS Direct Equity Fund
Connecticut
$514K 5,000 +5,000 New
MC
357
Maverick Capital
Texas
$505K 4,913 +4,913 New
KFI
358
Key Financial Inc
Pennsylvania
$501K 4,871 – –
WA
359
WESPAC Advisors
California
$497K 4,836 +4,836 New
SCP
360
Stamos Capital Partners
California
$494K 4,810 -5,790 -55%
CIS
361
Custom Index Systems
New York
$488K 4,751 +4,751 New
SCM
362
Shelton Capital Management
Colorado
$485K 4,720 -87 -2%
KBC Group
363
KBC Group
Belgium
$483K 4,696 +445 +10%
I
364
InceptionR
California
$481K 4,677 +1,521 +48%
KWA
365
Kingswood Wealth Advisors
California
$475K 4,622 +867 +23%
SRAM
366
Spouting Rock Asset Management
Pennsylvania
$475K 4,618 +4,618 New
OAM
367
Oak Asset Management
California
$473K 4,600 -1,500 -25%
SRL
368
Scientech Research LLC
New Jersey
$472K 4,589 +4,589 New
GWA
369
Gratus Wealth Advisors
Virginia
$470K 4,570 +4,570 New
TFS
370
Thoroughbred Financial Services
Tennessee
$455K 4,435 +1,000 +29%
ASN
371
Advisory Services Network
Georgia
$454K 4,416 +1,496 +51%
SAM
372
Shell Asset Management
Netherlands
$451K 4,387 -1,319 -23%
FTDI
373
First Trust Direct Indexing
Massachusetts
$448K 4,358 +274 +7%
AWM
374
AE Wealth Management
Kansas
$440K 4,472 +179 +4%
HFM
375
Harvest Fund Management
China
$439K 4,266 +1,791 +72%
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