We are live on ! Find out more
TOL icon

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
TF
501
TimeScale Financial
Massachusetts
$1.82K
VCM
502
Versant Capital Management
Arizona
$1.74K +$1.48K +22 New
VWM
503
Venturi Wealth Management
Texas
$1.27K +$1.07K +16 New
IRC
504
Investors Research Corp
Georgia
$1.26K
TSW
505
Thompson Siegel & Walmsley
Virginia
$1K -$27.1K -404 -98%
PVH
506
Psagot Value Holdings
Israel
$1K
AW
507
Avion Wealth
Texas
$1K +$1.75K +26 New
CIA
508
Cape Investment Advisory
Georgia
$949
AF
509
Advisornet Financial
Minnesota
$791 -$2.28K -34 -77%
AWM
510
Abound Wealth Management
Tennessee
$791
2L
511
25 LLC
Missouri
$656 +$537 +8 New
HCP
512
Hexagon Capital Partners
Arkansas
$553 +$470 +7 New
VAG
513
VisionPoint Advisory Group
Texas
$553 +$470 +7 New
HI
514
Horizon Investments
North Carolina
$552 +$134 +2 +40%
ECM
515
EMC Capital Management
Texas
$185 +$133K +1,987 +30%
CA
516
Crewe Advisors
Utah
$159 +$134 +2 New
AWA
517
Arete Wealth Advisors
Illinois
-$2.63M -1,147,291 Closed
Renaissance Technologies
518
Renaissance Technologies
New York
-$48.1M -801,350 Closed
OCM
519
Oaktree Capital Management
California
-$33.5M -558,000 Closed
Jacobs Levy Equity Management
520
Jacobs Levy Equity Management
New Jersey
-$12M -200,401 Closed
CC
521
Carlson Capital
Texas
-$11.5M -191,281 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
522
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$8.06M -134,259 Closed
TC
523
TwinBeech Capital
New York
-$3.61M -60,061 Closed
CCIA
524
Campbell & Co Investment Adviser
Maryland
-$1.82M -30,254 Closed
OQS
525
Occudo Quantitative Strategies
Florida
-$1.78M -29,671 Closed

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.