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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
HCM
551
Hollencrest Capital Management
California
$66.6K +$32.6K +300 +140%
HNB
552
Huntington National Bank
Ohio
$66.2K +$9.36K +86 +20%
CFM
553
Catalyst Funds Management
Australia
$64.7K +$54.4K +500 New
C
554
Covestor
United Kingdom
$55K -$211K -1,937 -82%
JSAM
555
J. Safra Asset Management
New York
$54.2K +$10.2K +94 +29%
GRP
556
Global Retirement Partners
California
$52.8K +$762 +7 +2%
VWM
557
Venturi Wealth Management
Texas
$51.6K +$11.4K +105 +36%
CG
558
Cutler Group
California
$51K -$1.56M -14,308 -97%
AEPWM
559
Atlantic Edge Private Wealth Management
Florida
$45.3K
FAM
560
Fred Alger Management
New York
$42K
CTC
561
Central Trust Company
Missouri
$41.4K
AS
562
Altshuler Shaham
Israel
$40.9K -$17K -156 -33%
1832 Asset Management
563
1832 Asset Management
Ontario, Canada
$39.6K -$13.6K -125 -29%
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.8K
OP
565
ORG Partners
Indiana
$36.4K -$395K -3,634 -93%
RA
566
Rise Advisors
New York
$35.1K +$29.5K +271 New
CIM
567
Contravisory Investment Management
Massachusetts
$33.8K +$28.4K +261 New
FCA
568
FinTrust Capital Advisors
South Carolina
$32.3K
Jones Financial Companies
569
Jones Financial Companies
Missouri
$32.3K +$27.2K +250 New
IGWM
570
ICA Group Wealth Management
Colorado
$30.4K +$15.2K +140 +147%
DMBA
571
Deseret Mutual Benefit Administrators
Utah
$28.3K
WAG
572
Wiser Advisor Group
Arizona
$28.2K
RIL
573
Rothschild Investment LLC
Illinois
$25.9K
RFA
574
Register Financial Advisors
Georgia
$25.9K +$21.8K +200 New
SAM
575
Smartleaf Asset Management
Massachusetts
$22.9K +$9.14K +84 +88%

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.