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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
S
526
SignatureFD
Georgia
$158K +$42.1K +387 +46%
WPWM
527
Western Pacific Wealth Management
Illinois
$158K
GTAM
528
Global Trust Asset Management
Florida
$157K -$2.18K -20 -2%
PPWM
529
PFG Private Wealth Management
Florida
$150K -$16.1K -148 -11%
SOW
530
State of Wyoming
Wyoming
$150K +$12.8K +118 +11%
PIM
531
Plato Investment Management
Australia
$147K
SIC
532
Salem Investment Counselors
North Carolina
$139K
LC
533
Lindbrook Capital
California
$130K +$2.29K +21 +2%
GI
534
GAMMA Investing
California
$113K +$11.5K +106 +14%
Fuller & Thaler Asset Management
535
Fuller & Thaler Asset Management
California
$111K +$93.1K +856 New
BCP
536
Blue Chip Partners
Michigan
$110K +$92.5K +850 New
Bessemer Group
537
Bessemer Group
New Jersey
$105K +$67.9K +624 +334%
CMBA
538
C.M. Bidwell & Associates
Hawaii
$101K -$1.09K -10 -1%
FFA
539
Farther Finance Advisors
California
$101K +$544 +5 +0.6%
Group One Trading
540
Group One Trading
Illinois
$98.7K +$81.1K +745 +4,139%
Nomura Asset Management
541
Nomura Asset Management
Japan
$98.3K -$31.6K -290 -28%
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$94.7K +$1.2K +11 +2%
PI
543
PEAK6 Investments
Illinois
$91.9K +$77.3K +710 New
PA
544
Parallel Advisors
California
$90.7K +$1.85K +17 +2%
VAMG
545
Voisard Asset Management Group
Michigan
$84.7K
CHC
546
City Holding Co
West Virginia
$79.2K
ST
547
Smithfield Trust
Pennsylvania
$75K
HGERS
548
Householder Group Estate & Retirement Specialist
Arizona
$73.2K +$57.3K +527 +1,351%
FSWA
549
Financial Synergies Wealth Advisors
Texas
$72.3K +$870 +8 +1%
AGWCA
550
Annis Gardner Whiting Capital Advisors
Florida
$67.3K +$56.6K +520 New

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.