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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
WCA
376
Westover Capital Advisors
Delaware
$293K +$248K +3,700 New
FT
377
Fiduciary Trust
Massachusetts
$290K -$872 -13 -0.4%
JE
378
JMAC Enterprises
Pennsylvania
$286K -$2.28K -34 -0.9%
PCMC
379
Paragon Capital Management (Colorado)
Colorado
$283K -$53.8K -802 -18%
William Blair & Company
380
William Blair & Company
Illinois
$274K
OCBCO
381
Oversea-Chinese Banking Corp (OCBC)
Singapore
$269K +$228K +3,404 New
GAM
382
Gotham Asset Management
New York
$267K +$226K +3,375 New
FFM
383
Forum Financial Management
Illinois
$265K
CMBA
384
C.M. Bidwell & Associates
Hawaii
$264K
Brown Advisory
385
Brown Advisory
Maryland
$263K +$224K +3,331 New
EDRIA
386
Edmonds Duncan Registered Investment Advisors
Kansas
$255K +$216K +3,226 New
HH
387
Hilltop Holdings
Texas
$255K +$216K +3,225 New
OAM
388
Oppenheimer Asset Management
New York
$253K +$215K +3,201 New
PA
389
Profund Advisors
Maryland
$245K -$39.5K -588 -16%
Marshall Wace
390
Marshall Wace
United Kingdom
$245K +$208K +3,100 New
DU
391
Delphia (USA)
Ontario, Canada
$243K -$38.8K -578 -16%
MWM
392
Moran Wealth Management
Florida
$242K +$205K +3,056 New
CIBC Asset Management
393
CIBC Asset Management
Ontario, Canada
$239K +$203K +3,026 New
AIM
394
Aigen Investment Management
New York
$236K -$948K -14,129 -83%
AWS
395
Atria Wealth Solutions
New York
$233K +$198K +2,951 New
OP
396
ORG Partners
Indiana
$233K +$198K +2,949 New
Allspring Global Investments
397
Allspring Global Investments
North Carolina
$229K +$180K +2,688 +1,299%
AT
398
Arden Trust
Delaware
$227K +$193K +2,870 New
Bank of Nova Scotia
399
Bank of Nova Scotia
Ontario, Canada
$214K +$181K +2,700 New
BO
400
Bank OZK
Arkansas
$213K +$180K +2,690 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.