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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
Charles Schwab
26
Charles Schwab
California
$89.8M -$2.3M -21,159 -3%
Jennison Associates
27
Jennison Associates
New York
$85.5M -$19M -174,167 -21%
Los Angeles Capital Management
28
Los Angeles Capital Management
California
$78.5M -$9.79M -89,932 -13%
MCM
29
Marsico Capital Management
Colorado
$78.5M +$16.8M +154,079 +34%
First Trust Advisors
30
First Trust Advisors
Illinois
$77.6M -$5.47M -50,245 -8%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$71.8M +$54.4M +500,000 +909%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$68.9M +$57.9M +532,490 New
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$59.8M -$33.5M -307,891 -40%
Victory Capital Management
34
Victory Capital Management
Texas
$59.8M +$8.36M +76,861 +20%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$57.3M -$4.04M -37,160 -8%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$55.3M -$2.82M -25,919 -6%
American Century Companies
37
American Century Companies
Missouri
$52.9M +$1.99M +18,315 +5%
UBS Group
38
UBS Group
Switzerland
$51.7M +$12.4M +114,338 +40%
Principal Financial Group
39
Principal Financial Group
Iowa
$50.8M -$197K -1,813 -0.5%
WCM
40
Wedge Capital Management
North Carolina
$48.7M -$14.6M -134,286 -26%
Pictet Asset Management
41
Pictet Asset Management
Switzerland
$47.9M -$14.7M -135,170 -27%
BC
42
Burney Company
Virginia
$44.8M +$3.05M +27,993 +9%
1SP
43
140 Summer Partners
New York
$43.6M +$36.7M +337,244 New
Ameriprise
44
Ameriprise
Minnesota
$40.3M -$803K -7,378 -2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$39.9M +$297K +2,729 +0.9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$38.4M -$3.96M -36,409 -11%
Barclays
47
Barclays
United Kingdom
$38M -$2.02M -18,525 -6%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$37.4M -$2.48M -22,770 -7%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$36.5M -$397K -3,652 -1%
N
50
Nuveen
North Carolina
$34.1M -$394K -3,618 -1%

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.