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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
LFAS
376
Level Four Advisory Services
Texas
$676K +$21.1K +194 +3%
CMF
377
Counterpoint Mutual Funds
California
$673K +$566K +5,199 New
ProShare Advisors
378
ProShare Advisors
Maryland
$658K -$61.7K -567 -10%
CT
379
ClearAlpha Technologies
Connecticut
$654K -$527K -4,839 -49%
SAM
380
Shell Asset Management
Netherlands
$650K +$137K +1,257 +29%
CCG
381
Ceeto Capital Group
Florida
$647K
FC
382
Forte Capital
New York
$644K +$542K +4,980 New
KFI
383
Key Financial Inc
Pennsylvania
$630K
AI
384
Atom Investors
Texas
$630K +$530K +4,870 New
FIM
385
Freedom Investment Management
Connecticut
$625K -$208K -1,914 -28%
SCM
386
Shelton Capital Management
Colorado
$600K -$9.25K -85 -2%
KWM
387
Kingsview Wealth Management
Oregon
$599K +$504K +4,631 New
TFS
388
Thoroughbred Financial Services
Tennessee
$598K +$20.9K +192 +4%
NIP
389
Nicholas Investment Partners
California
$597K +$502K +4,611 New
OAM
390
Oak Asset Management
California
$595K
AIM
391
Aigen Investment Management
New York
$584K +$228K +2,092 +86%
CIA
392
Concurrent Investment Advisors
Florida
$583K +$490K +4,505 New
TCA
393
Transcend Capital Advisors
New Jersey
$582K +$272K +2,500 +125%
BBVA
394
Banco Bilbao Vizcaya Argentaria
Spain
$581K +$488K +4,484 New
TSS
395
Two Sigma Securities
New York
$577K -$371K -3,408 -43%
CIS
396
Custom Index Systems
New York
$566K -$41K -377 -8%
Brown Advisory
397
Brown Advisory
Maryland
$564K +$70K +643 +17%
N
398
Natixis
France
$553K -$2.03M -18,667 -81%
FTDI
399
First Trust Direct Indexing
Massachusetts
$546K -$15.2K -140 -3%
CT
400
Caldwell Trust
Florida
$542K +$207K +1,899 +83%

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.