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Toll Brothers

654 hedge funds and large institutions have $10.3B invested in Toll Brothers in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 218 increasing their positions, 234 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+14
Holders Change %
+2.19%
% of All Funds
9.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
105
Increased
218
Reduced
234
Closed
82
Calls
$177M
Puts
$218M
Net Calls
-$40.6M
Net Calls Change
+$5.86M
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
501
Journey Strategic Wealth
New Jersey
$221K +$21.8K +189 +11%
MC
502
Moors & Cabot
Massachusetts
$219K -$11.5K -100 -5%
SFA
503
Sequoia Financial Advisors
Ohio
$216K +$216K +1,873 New
JCM
504
Jacobi Capital Management
Pennsylvania
$215K +$12.1K +105 +6%
TIA
505
Tiemann Investment Advisors
California
$214K +$8.64K +75 +4%
FFG
506
Fortem Financial Group
California
$213K +$24.8K +215 +13%
N
507
Natixis
France
$213K -$279K -2,426 -57%
CSIC
508
Clifford Swan Investment Counsel
California
$212K +$10.3K +89 +5%
SWP
509
Stratos Wealth Partners
Ohio
$212K -$54.8K -476 -21%
BP
510
Ballentine Partners
Massachusetts
$210K +$13.6K +118 +7%
1IA
511
1834 Investment Advisors
Wisconsin
$208K -$101K -875 -33%
MIM
512
Montgomery Investment Management
Maryland
$207K
OPA
513
Old Port Advisors
Maine
$206K +$14.9K +129 +8%
PCM
514
Palisade Capital Management
New Jersey
$202K +$202K +1,750 New
QC
515
Quent Capital
New York
$201K
CMF
516
Counterpoint Mutual Funds
California
$201K -$398K -3,453 -66%
MWM
517
Modera Wealth Management
New Jersey
$201K +$6.91K +60 +4%
SFCL
518
Strengthening Families & Communities LLC
Massachusetts
$196K +$196K +1,700 New
GWP
519
Gen-Wealth Partners
Michigan
$186K
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$181K +$33.4K +290 +23%
SOW
521
State of Wyoming
Wyoming
$174K +$40.2K +349 +30%
PD
522
Point72 (DIFC)
United Arab Emirates
$169K +$169K +1,470 New
Jones Financial Companies
523
Jones Financial Companies
Missouri
$167K +$139K +1,203 +481%
FFA
524
Farther Finance Advisors
California
$160K +$71.9K +640 +81%
WWP
525
WR Wealth Planners
Missouri
$155K +$346 +3 +0.2%