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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
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$30K -$201 -3 -0.8%
SPIA
452
Steward Partners Investment Advisory
New York
$29.3K
FDCDDQ
453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.9K -$5.7K -85 -19%
CTC
454
Central Trust Company
Missouri
$25.3K
IA
455
IFP Advisors
Florida
$20.9K +$4.43K +66 +33%
BFEC
456
Benjamin F. Edwards & Company
Missouri
$20K +$16.8K +250 New
GRP
457
Global Retirement Partners
California
$18K
HCM
458
Hollencrest Capital Management
California
$17K
LSA
459
Leonteq Securities AG
Switzerland
$16.9K -$33.9K -505 -70%
SWM
460
Spire Wealth Management
Virginia
$15.3K +$470 +7 +4%
IGWM
461
ICA Group Wealth Management
Colorado
$15K -$54.4K -810 -81%
AP
462
Advisors Preferred
Maryland
$14.2K
FCA
463
FinTrust Capital Advisors
South Carolina
$12.5K
MIM
464
Macroview Investment Management
Maryland
$11.9K -$2.42K -36 -19%
TWC
465
TD Waterhouse Canada
Ontario, Canada
$11.2K +$9.53K +142 New
Bessemer Group
466
Bessemer Group
New Jersey
$11K +$5.5K +82 +137%
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$10.8K +$4.96K +74 +119%
KA
468
Kozak & Associates
Colorado
$10K
AF
469
Allworth Financial
California
$9.94K +$67 +1 +0.8%
CFO
470
CVA Family Office
Colorado
$9.88K
Loomis, Sayles & Company
471
Loomis, Sayles & Company
Massachusetts
$9K -$7.04K -105 -48%
JWA
472
JFS Wealth Advisors
Pennsylvania
$8.54K +$67 +1 +0.9%
WAM
473
WFA Asset Management
Wisconsin
$8.54K +$7.25K +108 New
Point72 Asset Management
474
Point72 Asset Management
Connecticut
$8.53K -$128K -1,912 -95%
ZB
475
Zions Bancorporation
Utah
$8.22K

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.