We are live on ! Find out more
TOL icon

Toll Brothers
TOL

516 hedge funds and large institutions have $7.45B invested in Toll Brothers in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 171 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 171

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

1.49% more ownership

Funds ownership: 91.72% → 93.21% (+1.5%)

0% more funds holding

Funds holding: 515 → 516 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6% less capital invested

Capital invested by funds: $7.93B → $7.45B (-$471M)

49% less call options, than puts

Call options by funds: $91.4M | Put options by funds: $179M

Holders
516
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.19%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
66
Increased
193
Reduced
171
Closed
59
Calls
$91.4M
Puts
$179M
Net Calls
-$87.5M
Net Calls Change
-$40.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$136M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$84.5M
3
Invesco
Invesco
Georgia
+$61M
4
Holocene Advisors
Holocene Advisors
New York
+$58.4M
5
JAM
Jupiter Asset Management
United Kingdom
+$51.7M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$171M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$41.2M
3
Man Group
Man Group
United Kingdom
-$40.2M
4
CCM
Candlestick Capital Management
Connecticut
-$38.6M
5
Two Sigma Investments
Two Sigma Investments
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
526
Gladstone Institutional Advisory
Florida
– -$8.16M -103,195 Closed
CC
527
Cipher Capital
New York
– -$6.24M -78,964 Closed
LCG
528
Lisanti Capital Growth
New York
– -$5.75M -72,715 Closed
EP
529
Edgestream Partners
New Jersey
– -$4.01M -50,713 Closed
SIA
530
Soltis Investment Advisors
Utah
– -$3.16M -39,998 Closed
N
531
Natixis
France
– -$2.7M -34,171 Closed
GS
532
GTS Securities
New York
– -$2.46M -31,131 Closed
LIP
533
Lighthouse Investment Partners
Florida
– -$2.25M -28,500 Closed
V
534
Veritable
Delaware
– -$1.98M -25,092 Closed
VCM
535
Venator Capital Management
Ontario, Canada
– -$1.94M -24,500 Closed
Mirae Asset Global Investments
536
Mirae Asset Global Investments
South Korea
– -$1.42M -17,955 Closed
KWM
537
Kingsview Wealth Management
Oregon
– -$1.3M -16,469 Closed
DT
538
Diversified Trust
Tennessee
– -$1.15M -14,490 Closed
E
539
Ergoteles
New York
– -$1.13M -14,260 Closed
ESCM
540
Echo Street Capital Management
New York
– -$996K -12,597 Closed
KJHP
541
K.J. Harrison & Partners
Ontario, Canada
– -$953K -12,100 Closed
TCM
542
Teza Capital Management
Illinois
– -$890K -11,255 Closed
SEC
543
Seven Eight Capital
New York
– -$842K -10,645 Closed
HF
544
HRT Financial
New York
– -$792K -10,025 Closed
M1FG
545
Mach-1 Financial Group
Arkansas
– -$765K -9,672 Closed
QCM
546
Qsemble Capital Management
New York
– -$696K -8,800 Closed
IIM
547
INTECH Investment Management
Florida
– -$616K -7,795 Closed
CIA
548
Cascade Investment Advisors
Oregon
– -$565K -7,150 Closed
TSS
549
Two Sigma Securities
New York
– -$521K -6,600 Closed
VIA
550
Vident Investment Advisory
Georgia
– -$486K -6,151 Closed
19 20 21
22
23

TOL Hedge Fund Activity: Q3 2023 in Review

516 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2023, worth a combined $7.45B — down 5.9% from $7.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TOL positions and 59 closed out — a net gain of 7 holders — while 193 added to existing stakes and 171 trimmed.

The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Capital International Investors, cutting an estimated $171M.

  • 516 institutional investors held Toll Brothers (TOL) as of Q3 2023, up from 515 in Q2 2023.
  • Funds reported $7.45B of Toll Brothers stock for Q3 2023, down 5.9% quarter-over-quarter.
  • 66 funds opened new Toll Brothers positions in Q3 2023 and 59 closed out, a net change of +7 holders.
  • The largest Toll Brothers buyer in Q3 2023 was BlackRock, an estimated $136M added.
  • The largest Toll Brothers seller in Q3 2023 was Capital International Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2023.