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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
JSW
501
Journey Strategic Wealth
New Jersey
$223K +$188K +1,727 New
I
502
INVST
Indiana
$222K -$1.19M -10,961 -86%
CC
503
Corton Capital
Ontario, Canada
$221K -$418K -3,844 -69%
CIP
504
Convergence Investment Partners
Florida
$221K +$186K +1,711 New
BP
505
Ballentine Partners
Massachusetts
$221K +$186K +1,706 New
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$220K +$185K +1,700 New
DC
507
Davenport & Co
Virginia
$219K +$184K +1,690 New
MWM
508
Modera Wealth Management
New Jersey
$217K +$183K +1,681 New
GT
509
Greenleaf Trust
Michigan
$216K +$182K +1,673 New
MC
510
Machina Capital
France
$215K -$381K -3,500 -68%
PGIM
511
Pacific Global Investment Management
California
$215K +$181K +1,659 New
OPA
512
Old Port Advisors
Maine
$214K +$180K +1,656 New
MIM
513
Morningstar Investment Management
Illinois
$214K +$180K +1,651 New
ONST
514
Old North State Trust
North Carolina
$214K +$180K +1,658 New
FFG
515
Fortem Financial Group
California
$212K +$178K +1,635 New
WB
516
WesBanco Bank
West Virginia
$209K +$176K +1,618 New
VF
517
Virtu Financial
New York
$209K -$1.89M -17,351 -91%
GWP
518
Gen-Wealth Partners
Michigan
$209K +$176K +1,615 New
AWCI
519
Alpine Woods Capital Investors
New York
$202K +$185K +1,700 New
NI
520
NDVR Inc
Massachusetts
$201K +$169K +1,550 New
WWP
521
WR Wealth Planners
Missouri
$174K +$146K +1,345 New
O
522
Ossiam
France
$168K -$680K -6,248 -83%
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$165K -$40.1K -369 -22%
QCG
524
Quadrant Capital Group
Ohio
$165K +$9.25K +85 +7%
JPWM
525
Jamison Private Wealth Management
Georgia
$164K

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.