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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
BCM
351
Bayesian Capital Management
New York
$858K +$721K +6,629 New
CL
352
CSS LLC
Illinois
$854K -$218K -2,000 -23%
RWA
353
River Wealth Advisors
Pennsylvania
$842K -$5.44K -50 -0.8%
HFM
354
Harvest Fund Management
China
$834K +$237K +2,180 +51%
DM
355
Diker Management
New York
$828K
BCI
356
Brinker Capital Investments
Pennsylvania
$811K +$97.3K +894 +17%
OPS
357
Orion Portfolio Solutions
Nebraska
$811K +$97.3K +894 +17%
MOS
358
MGO One Seven
Ohio
$804K +$676K +6,215 New
HCM
359
HGI Capital Management
New York
$804K +$676K +6,213 New
LWM
360
Lyell Wealth Management
California
$783K
WA
361
WESPAC Advisors
California
$773K +$124K +1,142 +24%
PVI
362
Pine Valley Investments
New Jersey
$763K
SAI
363
Systematic Alpha Investments
New Jersey
$763K
DT
364
Diversified Trust
Tennessee
$754K +$353K +3,244 +126%
CD
365
Chapin Davis
Maryland
$751K -$218K -2,000 -26%
CA
366
Cetera Advisors
Colorado
$733K +$617K +5,668 New
ASN
367
Advisory Services Network
Georgia
$723K +$128K +1,174 +27%
EI
368
Ethic Inc
New York
$720K +$154K +1,416 +34%
USGIU
369
U.S. Global Investors (USGI)
Texas
$718K -$70.7K -650 -10%
MFG
370
Merit Financial Group
Georgia
$718K +$67.9K +624 +12%
IFG
371
Independent Financial Group
California
$705K +$593K +5,450 New
William Blair & Company
372
William Blair & Company
Illinois
$704K +$2.07K +19 +0.4%
ECA
373
Elevated Capital Advisors
Utah
$700K -$14.4K -132 -2%
HNB
374
Hilltop National Bank
Wyoming
$696K +$585K +5,379 New
PAS
375
Point72 Asia (Singapore)
Singapore
$692K +$582K +5,349 New

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.