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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
FC
526
FORA Capital
Florida
-$1.39M -23,134 Closed
USGIU
527
U.S. Global Investors (USGI)
Texas
-$864K -14,400 Closed
QC
528
Quadrature Capital
United Kingdom
-$813K -13,540 Closed
SGI
529
Summit Global Investments
Utah
-$775K -12,903 Closed
FF
530
Friedenthal Financial
New Jersey
-$663K -11,052 Closed
WI
531
WBI Investments
New Jersey
-$630K -10,497 Closed
LCM
532
Lattice Capital Management
Washington
-$577K -9,607 Closed
PI
533
PEAK6 Investments
Illinois
-$571K -8,515 Closed
MM
534
MQS Management
New York
-$490K -8,170 Closed
MFS
535
Mirabella Financial Services
United Kingdom
-$463K -7,708 Closed
AI
536
AdvisorShares Investments
Maryland
-$439K -7,319 Closed
PI
537
PineBridge Investments
New York
-$427K -7,106 Closed
AC
538
AXQ Capital
New Jersey
-$389K -6,486 Closed
SRSA
539
S.R. Schill & Associates
Washington
-$354K -5,890 Closed
SM
540
Sciencast Management
New Jersey
-$330K -5,112 Closed
ICM
541
III Capital Management
Florida
-$270K -4,500 Closed
SC
542
Scotia Capital
Ontario, Canada
-$262K -4,360 Closed
BAM
543
Belpointe Asset Management
Nevada
-$198K -3,306 Closed
Simplex Trading
544
Simplex Trading
Illinois
-$80.5K -1,200 Closed
MC
545
Machina Capital
France
-$54K -900 Closed
IAIM
546
International Assets Investment Management
Florida
-$29.3K -488 Closed
EI
547
Ellevest Inc
New York
-$28.7K -478 Closed
BTI
548
Blue Trust Inc
Georgia
-$26.5K -395 -100%
TWA
549
TCI Wealth Advisors
Arizona
-$19.1K -319 Closed
PH
550
Pinnacle Holdings
Oklahoma
-$12K -200 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.