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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
Nomura Asset Management
426
Nomura Asset Management
Japan
$83K
QCG
427
Quadrant Capital Group
Ohio
$75.3K +$2.88K +43 +5%
GWMIA
428
Global Wealth Management Investment Advisory
Florida
$75.1K +$63.7K +950 New
IUHSA
429
Itau Unibanco Holding S.A.
Brazil
$72.4K +$61.5K +916 New
S
430
SignatureFD
Georgia
$62.2K +$403 +6 +0.8%
CI Investments Inc
431
CI Investments Inc
Ontario, Canada
$60K +$7.78K +116 +18%
FFA
432
Farther Finance Advisors
California
$56.7K +$335 +5 +0.7%
PA
433
Parallel Advisors
California
$56.7K +$604 +9 +1%
CSPIA
434
Cary Street Partners Investment Advisory
Virginia
$56.1K
CAS
435
Coppell Advisory Solutions
Texas
$51.8K +$44.4K +661 New
UFF
436
USA Financial Formulas
Michigan
$51.4K +$43.6K +650 New
FAM
437
Fred Alger Management
New York
$51.1K +$43.3K +646 New
BWA
438
BDO Wealth Advisors
Florida
$51K +$19.8K +295 +84%
CHC
439
City Holding Co
West Virginia
$48.4K
WPWM
440
Western Pacific Wealth Management
Illinois
$47.4K +$40.3K +600 New
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$47.3K +$5.17K +77 +15%
RCM
442
Raleigh Capital Management
North Carolina
$45.8K +$7.18K +107 +23%
FSWA
443
Financial Synergies Wealth Advisors
Texas
$43.9K +$134 +2 +0.4%
BAAM
444
Baker Avenue Asset Management
California
$43.5K
1832 Asset Management
445
1832 Asset Management
Ontario, Canada
$42.4K +$10.9K +162 +43%
HNB
446
Huntington National Bank
Ohio
$42.1K -$1.95K -29 -5%
DMBA
447
Deseret Mutual Benefit Administrators
Utah
$38.1K -$1.21K -18 -4%
FCAG
448
First Capital Advisors Group
New Jersey
$35.8K +$30.4K +453 New
FMP
449
Financial Management Professionals
Texas
$32K +$26.9K +401 +4,010%
GWS
450
Glassman Wealth Services
Virginia
$30.5K

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.