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Toll Brothers
TOL

Overview Fund Activity

711 hedge funds and large institutions have $13.5B invested in Toll Brothers in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 243 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+57
Holders Change %
+8.72%
% of All Funds
10.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
136
Increased
241
Reduced
243
Closed
73
Calls
$294M
Puts
$355M
Net Calls
-$61.5M
Net Calls Change
-$20.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$162M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$112M
3
BlackRock
BlackRock
New York
+$103M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$60M
5
CS
Cannell & Spears
New York
+$54M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$320M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$127M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$108M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$94.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
476
Omnia Family Wealth
Florida
$337K +$10.2K +66 +3%
TSS
477
Two Sigma Securities
New York
$333K +$333K +2,156 New
SFA
478
Sequoia Financial Advisors
Ohio
$333K +$43.4K +281 +15%
CFG
479
Cooper Financial Group
California
$331K -$73.2K -474 -18%
Wellington Management Group
480
Wellington Management Group
Massachusetts
$328K -$4.34M -28,088 -93%
CG
481
Caprock Group
Idaho
$328K +$328K +2,120 New
CM
482
Cercano Management
Washington
$326K +$326K +2,107 New
ONST
483
Old North State Trust
North Carolina
$320K +$22.1K +143 +7%
OPA
484
Old Port Advisors
Maine
$317K +$40.8K +264 +15%
AWA
485
Aaron Wealth Advisors
Illinois
$312K +$312K +2,020 New
LAM
486
LECAP Asset Management
United Kingdom
$311K -$1.58M -10,213 -84%
Twin Tree Management
487
Twin Tree Management
Texas
$310K +$310K +2,008 New
PAS
488
Park Avenue Securities
New York
$309K -$61.8K -400 -17%
SA
489
Strategic Advisors
New York
$309K – – –
SFG
490
Sovereign Financial Group
Connecticut
$305K +$305K +1,971 New
OWP
491
ORG Wealth Partners
Texas
$305K +$305K +1,971 New
GLA
492
Great Lakes Advisors
Illinois
$297K +$297K +1,925 New
IAS
493
Insigneo Advisory Services
Florida
$294K +$5.41K +35 +2%
SWP
494
Stratos Wealth Partners
Ohio
$291K +$7.26K +47 +3%
CMF
495
Counterpoint Mutual Funds
California
$290K +$20.1K +130 +7%
JSW
496
Journey Strategic Wealth
New Jersey
$289K -$6.8K -44 -2%
JCM
497
Jacobi Capital Management
Pennsylvania
$288K – – –
TIA
498
Tiemann Investment Advisors
California
$287K – – –
CSIC
499
Clifford Swan Investment Counsel
California
$284K – – –
ACM
500
Aster Capital Management
United Arab Emirates
$281K +$281K +1,821 New
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