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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
P
426
Pitcairn
Pennsylvania
$438K -$18.4K -169 -5%
PWS
427
Precision Wealth Strategies
Missouri
$435K +$366K +3,364 New
HPC
428
HM Payson & Co
Maine
$435K
FFM
429
Forum Financial Management
Illinois
$434K
JF
430
Jump Financial
Illinois
$427K +$360K +3,304 New
ET
431
Entropy Technologies
New York
$424K +$357K +3,278 New
SG Americas Securities
432
SG Americas Securities
New York
$422K -$80K -735 -18%
BC
433
Bridgefront Capital
Texas
$422K +$355K +3,259 New
D.E. Shaw & Co
434
D.E. Shaw & Co
New York
$413K -$4.82M -44,288 -93%
CI Investments Inc
435
CI Investments Inc
Ontario, Canada
$412K -$102K -942 -23%
MCA
436
Martin Capital Advisors
Texas
$395K
CIBC Asset Management
437
CIBC Asset Management
Ontario, Canada
$391K
LIM
438
Leavell Investment Management
Alabama
$388K
ATPW
439
Ashton Thomas Private Wealth
Arizona
$387K +$326K +2,995 New
LGA
440
Lebenthal Global Advisors
New York
$379K +$30.8K +283 +11%
AA
441
ALPS Advisors
Colorado
$377K -$107K -982 -25%
AT
442
Arden Trust
Delaware
$371K
AT
443
Arlington Trust
Alabama
$369K -$16.3K -150 -5%
IC
444
IEQ Capital
California
$355K +$27.6K +254 +10%
AWS
445
Atria Wealth Solutions
New York
$355K +$15.2K +140 +5%
FHA
446
Flagship Harbor Advisors
Massachusetts
$354K +$66.9K +615 +29%
Vontobel Holding
447
Vontobel Holding
Switzerland
$351K -$92.3K -848 -24%
PCMC
448
Paragon Capital Management (Colorado)
Colorado
$350K +$435 +4 +0.1%
KWA
449
Kingswood Wealth Advisors
California
$349K -$210K -1,928 -42%
1IA
450
1834 Investment Advisors
Wisconsin
$347K -$7.62K -70 -3%

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.