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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
MML Investors Services
401
MML Investors Services
Massachusetts
$209K +$177K +2,640 New
ERSOT
402
Employees Retirement System of Texas
Texas
$208K +$176K +2,627 New
DWM
403
Darwin Wealth Management
Florida
$206K +$173K +2,584 New
MCA
404
Martin Capital Advisors
Texas
$206K +$175K +2,610 New
LC
405
LCNB Corp
Ohio
$202K +$171K +2,550 New
HFM
406
Harvest Fund Management
China
$196K +$94.4K +1,407 +132%
KBC Group
407
KBC Group
Belgium
$193K -$30.7K -458 -16%
C
408
Covestor
United Kingdom
$165K -$537 -8 -0.4%
SOW
409
State of Wyoming
Wyoming
$164K +$139K +2,070 New
HI
410
Harbour Investments
Wisconsin
$156K +$12.5K +186 +10%
GTAM
411
Global Trust Asset Management
Florida
$142K +$26.8K +400 +29%
QC
412
Quent Capital
New York
$138K -$939 -14 -0.8%
ETC
413
Exchange Traded Concepts
Oklahoma
$133K +$12.8K +191 +13%
LC
414
Lindbrook Capital
California
$132K +$201 +3 +0.2%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$126K -$49.9K -744 -32%
DZ Bank
416
DZ Bank
Germany
$125K +$106K +1,582 New
CIM
417
Chiron Investment Management
New York
$122K
SG Americas Securities
418
SG Americas Securities
New York
$118K -$773K -11,523 -89%
CMF
419
Counterpoint Mutual Funds
California
$108K +$91.9K +1,369 New
WWP
420
WR Wealth Planners
Missouri
$106K
PTC
421
Private Trust Company
Ohio
$103K -$8.72K -130 -9%
AS
422
Altshuler Shaham
Israel
$96.1K +$81.5K +1,215 New
ST
423
Smithfield Trust
Pennsylvania
$88K +$68.2K +1,016 +924%
SIC
424
Salem Investment Counselors
North Carolina
$85.7K -$604 -9 -0.8%
PPWM
425
PFG Private Wealth Management
Florida
$83.1K +$70.5K +1,051 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.