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Toll Brothers
TOL

Overview Fund Activity

572 hedge funds and large institutions have $9.92B invested in Toll Brothers in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 178 increasing their positions, 218 reducing their positions, and 49 closing their positions.

Holders
572
Holders Change
+59
Holders Change %
+11.5%
% of All Funds
8.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
117
Increased
178
Reduced
218
Closed
49
Calls
$180M
Puts
$305M
Net Calls
-$125M
Net Calls Change
-$37.4M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$47.7M
2
MCM
2
Marsico Capital Management
Colorado
$46.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$179M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$108M
5
Bank of America
5
Bank of America
North Carolina
$87.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.07B
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$79.1M
3
Millennium Management
3
Millennium Management
New York
$660K
4
Holocene Advisors
4
Holocene Advisors
New York
$39.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$324M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$11.2K 109 -46 -30%
WAM
527
WFA Asset Management
Wisconsin
$11.1K 108 – –
PS
528
Principal Securities
Iowa
$11.1K 108 +108 New
AF
529
Allworth Financial
California
$10.8K 105 +58 +123%
NFSG
530
Newbridge Financial Services Group
Florida
$10.4K 101 – –
CA
531
Clearstead Advisors
Ohio
$10.3K 100 -100 -50%
CWC
532
Carolinas Wealth Consulting
North Carolina
$10.3K 100 +100 New
IGWM
533
ICA Group Wealth Management
Colorado
$9.77K 95 +95 New
SAM
534
Smartleaf Asset Management
Massachusetts
$9.32K 96 +96 New
CAM
535
ClariVest Asset Management
California
$8.02K 78 -1 -1%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$7.92K 77 +4 +5%
HWA
537
HHM Wealth Advisors
Tennessee
$7.71K 75 – –
ZB
538
Zions Bancorporation
Utah
$7.4K 72 – –
SWM
539
Sugarloaf Wealth Management
Georgia
$7.09K 69 – –
FFA
540
Frazier Financial Advisors
Ohio
$7.09K 69 +69 New
AWM
541
Avior Wealth Management
Nebraska
$6.99K 68 -18 -21%
SWM
542
Spire Wealth Management
Virginia
$6.67K 66 -6,530 -99%
BGAI
543
Bruce G. Allen Investments
Colorado
$5.45K 53 +53 New
CTA
544
Colonial Trust Advisors
South Carolina
$5.35K 52 – –
FFO
545
Fortitude Family Office
Arizona
$5.24K 51 +51 New
NMM
546
Naples Money Management
Florida
$5.14K 50 +50 New
LF
547
Lee Financial
Texas
$4.63K 45 – –
RTL
548
Red Tortoise LLC
Georgia
$4.42K 43 – –
BIA
549
Bell Investment Advisors
California
$4.32K 42 +7 +20%
AF
550
Advisornet Financial
Minnesota
$4.21K 41 +41 New
20 21
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