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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
NFSG
476
Newbridge Financial Services Group
Florida
$7.99K
SS
477
Sunbelt Securities
Texas
$7.91K
TFGT
478
TS Financial Group (TSFG)
Illinois
$7K
AWM
479
Avior Wealth Management
Nebraska
$6.8K
CAM
480
ClariVest Asset Management
California
$6K
GKIM
481
GW&K Investment Management
Massachusetts
$6K +$4.76K +71 New
HWA
482
HHM Wealth Advisors
Tennessee
$5.93K
FBC
483
Fairfield, Bush & Co
Connecticut
$5.93K +$5.03K +75 New
PWMG
484
Prestige Wealth Management Group
New Jersey
$5.77K -$12.9K -193 -73%
SWM
485
Sugarloaf Wealth Management
Georgia
$5.46K
PFBT
486
Parkside Financial Bank & Trust
Missouri
$5.38K
QL
487
Quarry LP
New York
$5.06K -$4.16K -62 -49%
EARNEST Partners
488
EARNEST Partners
Georgia
$5.06K
FGAM
489
Financial Gravity Asset Management
Texas
$4.98K +$5.3K +79 New
CT
490
Caldwell Trust
Florida
$4.59K +$3.89K +58 New
CTA
491
Colonial Trust Advisors
South Carolina
$4.11K +$3.49K +52 New
LF
492
Lee Financial
Texas
$3.56K
EWA
493
EverSource Wealth Advisors
Alabama
$3.56K
RTL
494
Red Tortoise LLC
Georgia
$3.4K
AA
495
AlphaMark Advisors
Kentucky
$3K -$939 -14 -25%
CCP
496
Cunning Capital Partners
North Carolina
$2.64K -$2.24M -33,445 Closed
SWA
497
Sutton Wealth Advisors
Florida
$2.61K
DI
498
Disciplined Investments
Oklahoma
$2.53K
SIC
499
SJS Investment Consulting
Ohio
$2.37K +$67 +1 +3%
CWA
500
Clearview Wealth Advisors
Oregon
$2.37K +$2.01K +30 New

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.