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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
EFM
476
E Fund Management
China
$282K +$237K +2,182 New
ITFISA
477
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$274K +$240K +2,210 New
OFW
478
Omnia Family Wealth
Florida
$273K
DC
479
Diametric Capital
Massachusetts
$271K +$228K +2,098 New
PTC
480
Private Trust Company
Ohio
$266K +$31.1K +286 +16%
IFU
481
iSAM Funds (UK)
United Kingdom
$265K +$223K +2,048 New
TCMP
482
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K +$218K +2,001 New
SA
483
Strategic Advisors
New York
$259K
Toronto Dominion Bank
484
Toronto Dominion Bank
Ontario, Canada
$259K
MC
485
Moors & Cabot
Massachusetts
$259K -$32.6K -300 -13%
FHC
486
First Heartland Consultants
Missouri
$247K +$208K +1,913 New
Daiwa Securities Group
487
Daiwa Securities Group
Japan
$246K +$87K +800 +73%
PIA
488
Panoramic Investment Advisors
Colorado
$246K -$468K -4,300 -69%
TPI
489
Trust Point Inc
Wisconsin
$244K +$205K +1,885 New
FLPIM
490
F.L. Putnam Investment Management
Massachusetts
$235K +$197K +1,813 New
MIM
491
Montgomery Investment Management
Maryland
$233K +$196K +1,800 New
DWM
492
Darwin Wealth Management
Florida
$232K -$78.3K -720 -29%
TIA
493
Tiemann Investment Advisors
California
$230K +$194K +1,780 New
LNC
494
Lincoln National Corp
Pennsylvania
$228K -$71.5K -657 -27%
JCM
495
Jacobi Capital Management
Pennsylvania
$228K +$192K +1,760 New
CSIC
496
Clifford Swan Investment Counsel
California
$226K +$190K +1,750 New
QC
497
Quent Capital
New York
$226K -$762 -7 -0.4%
CAM
498
Claret Asset Management
Quebec, Canada
$226K +$190K +1,749 New
PAS
499
Park Avenue Securities
New York
$226K +$190K +1,749 New
BCM
500
Brookstone Capital Management
Illinois
$224K +$189K +1,734 New

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.