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Toll Brothers

640 hedge funds and large institutions have $12B invested in Toll Brothers in 2024 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 179 increasing their positions, 246 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+68
Holders Change %
+11.89%
% of All Funds
9.28%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
132
Increased
179
Reduced
246
Closed
58
Calls
$207M
Puts
$254M
Net Calls
-$46.5M
Net Calls Change
+$78.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
401
Compass Wealth Management
Connecticut
$527K -$16.2K -125 -3%
MS
402
Maven Securities
Jersey
$517K +$517K +4,000 New
Corient Private Wealth
403
Corient Private Wealth
Florida
$505K -$17.3K -134 -3%
BAM
404
Belpointe Asset Management
Nevada
$504K +$21.7K +168 +5%
SCP
405
Stamos Capital Partners
California
$498K -$124K -960 -20%
FIA
406
Foundations Investment Advisors
Arizona
$498K +$498K +3,848 New
PP
407
Paloma Partners
Connecticut
$494K +$494K +3,816 New
EIP
408
Ellis Investment Partners
Pennsylvania
$489K +$226K +1,744 +86%
CW
409
CreativeOne Wealth
Kansas
$488K +$32.7K +253 +7%
MMPW
410
Mitchell McLeod Pugh & Williams
Alabama
$488K
WCA
411
Westover Capital Advisors
Delaware
$479K
SPA
412
Sherbrooke Park Advisers
New York
$476K +$476K +3,680 New
KPWS
413
Kestra Private Wealth Services
Texas
$475K +$67.5K +522 +17%
CB
414
Commerce Bank
Missouri
$471K +$388 +3 +0.1%
HI
415
Handelsinvest Investeringsforvaltning
Denmark
$469K -$244K -1,883 -34%
CCA
416
Childress Capital Advisors
Texas
$468K -$16.7K -129 -3%
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$467K -$755K -5,835 -62%
JE
418
JMAC Enterprises
Pennsylvania
$460K
US Bancorp
419
US Bancorp
Minnesota
$460K -$7.37K -57 -2%
OAM
420
Oxford Asset Management
United Kingdom
$457K +$457K +3,529 New
PCM
421
Prelude Capital Management
New York
$448K +$448K +3,464 New
P
422
Pitcairn
Pennsylvania
$438K -$21.9K -169 -5%
PWS
423
Precision Wealth Strategies
Missouri
$435K +$435K +3,364 New
HPC
424
HM Payson & Co
Maine
$435K
FFM
425
Forum Financial Management
Illinois
$434K