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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
SC
551
Shay Capital
New York
– -$395K -5,000 Closed
AAS
552
Avantax Advisory Services
Texas
– -$386K -4,886 Closed
FRM
553
Fox Run Management
Connecticut
– -$374K -4,724 Closed
Walleye Trading
554
Walleye Trading
New York
– -$345K -4,373 Closed
BC
555
Bridgefront Capital
Texas
– -$307K -3,884 Closed
HH
556
Hilltop Holdings
Texas
– -$255K -3,225 Closed
OAM
557
Oppenheimer Asset Management
New York
– -$253K -3,201 Closed
Marshall Wace
558
Marshall Wace
United Kingdom
– -$245K -3,100 Closed
DU
559
Delphia (USA)
Ontario, Canada
– -$243K -3,068 Closed
AWS
560
Atria Wealth Solutions
New York
– -$233K -2,951 Closed
Bank of Nova Scotia
561
Bank of Nova Scotia
Ontario, Canada
– -$214K -2,700 Closed
LC
562
LCNB Corp
Ohio
– -$202K -2,550 Closed
CMF
563
Counterpoint Mutual Funds
California
– -$108K -1,369 Closed
CAS
564
Coppell Advisory Solutions
Texas
– -$51.8K -661 Closed
IGWM
565
ICA Group Wealth Management
Colorado
– -$15K -190 Closed
CFO
566
CVA Family Office
Colorado
– -$9.88K -125 Closed
Point72 Asset Management
567
Point72 Asset Management
Connecticut
– -$8.53K -108 Closed
FGAM
568
Financial Gravity Asset Management
Texas
– -$4.98K -79 Closed
FBC
569
Fairfield, Bush & Co
Connecticut
– -$5.93K -75 Closed
DI
570
Disciplined Investments
Oklahoma
– -$2.53K -32 Closed
CWA
571
Clearview Wealth Advisors
Oregon
– -$2.37K -30 Closed
PVH
572
Psagot Value Holdings
Israel
– -$1K -12 Closed
AF
573
Advisornet Financial
Minnesota
– -$791 -10 Closed
2L
574
25 LLC
Missouri
– -$656 -8 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.