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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
GWA
401
Gratus Wealth Advisors
Virginia
$538K +$20.5K +188 +4%
PA
402
Profund Advisors
Maryland
$534K +$69.3K +637 +18%
DWA
403
Delap Wealth Advisory
Oregon
$533K +$448K +4,117 New
FT
404
Fiduciary Trust
Massachusetts
$527K +$44.6K +410 +11%
CWM
405
Compass Wealth Management
Connecticut
$527K -$13.6K -125 -3%
MS
406
Maven Securities
Jersey
$517K +$435K +4,000 New
Corient Private Wealth
407
Corient Private Wealth
Florida
$505K -$14.6K -134 -3%
BAM
408
Belpointe Asset Management
Nevada
$504K +$18.3K +168 +5%
SCP
409
Stamos Capital Partners
California
$498K -$104K -960 -20%
FIA
410
Foundations Investment Advisors
Arizona
$498K +$419K +3,848 New
PP
411
Paloma Partners
Connecticut
$494K +$415K +3,816 New
EIP
412
Ellis Investment Partners
Pennsylvania
$489K +$190K +1,744 +86%
CW
413
CreativeOne Wealth
Kansas
$488K +$27.5K +253 +7%
MMPW
414
Mitchell McLeod Pugh & Williams
Alabama
$488K
WCA
415
Westover Capital Advisors
Delaware
$479K
SPA
416
Sherbrooke Park Advisers
New York
$476K +$400K +3,680 New
KPWS
417
Kestra Private Wealth Services
Texas
$475K +$56.8K +522 +17%
CB
418
Commerce Bank
Missouri
$471K +$326 +3 +0.1%
HI
419
Handelsinvest Investeringsforvaltning
Denmark
$469K -$205K -1,883 -34%
CCA
420
Childress Capital Advisors
Texas
$468K -$14K -129 -3%
CAPTRUST Financial Advisors
421
CAPTRUST Financial Advisors
North Carolina
$467K -$635K -5,835 -62%
JE
422
JMAC Enterprises
Pennsylvania
$460K
US Bancorp
423
US Bancorp
Minnesota
$460K -$6.2K -57 -2%
OAM
424
Oxford Asset Management
United Kingdom
$457K +$384K +3,529 New
PCM
425
Prelude Capital Management
New York
$448K +$377K +3,464 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.