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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
LFA
576
LGT Financial Advisors
Texas
$20.7K
SA
577
SRH Advisors
Kansas
$20.7K +$17.4K +160 New
PS
578
Principal Securities
Iowa
$20.2K +$5.22K +48 +44%
CFD
579
Creative Financial Designs
Indiana
$19.4K +$16.3K +150 New
CA
580
CoreCap Advisors
Michigan
$17.5K +$14.7K +135 New
PWMG
581
Prestige Wealth Management Group
New Jersey
$17.1K
KA
582
Kozak & Associates
Colorado
$16.8K
CFO
583
CVA Family Office
Colorado
$16.2K
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$16K +$1.63K +15 +14%
GKIM
585
GW&K Investment Management
Massachusetts
$16K
FMII
586
Farmers & Merchants Investments Inc
Nebraska
$15.8K -$28.1K -258 -68%
CAM
587
ClariVest Asset Management
California
$15.7K +$4.68K +43 +55%
SSB
588
Sandy Spring Bank
Maryland
$15.5K +$13.1K +120 New
ETC
589
Exchange Traded Concepts
Oklahoma
$15.5K -$5.33K -49 -29%
JWA
590
JFS Wealth Advisors
Pennsylvania
$15.1K
Mitsubishi UFJ Asset Management
591
Mitsubishi UFJ Asset Management
Japan
$14.7K
Allspring Global Investments
592
Allspring Global Investments
North Carolina
$14.2K -$104K -953 -90%
WAM
593
WFA Asset Management
Wisconsin
$14K
MIM
594
Macroview Investment Management
Maryland
$14K +$11.8K +108 New
AWM
595
Avior Wealth Management
Nebraska
$13.8K +$4.24K +39 +57%
AF
596
Allworth Financial
California
$13.6K
CWC
597
Carolinas Wealth Consulting
North Carolina
$13K
SS
598
Sunbelt Securities
Texas
$12.9K -$5.77K -53 -35%
GWM
599
Geneos Wealth Management
Colorado
$12.9K +$10.9K +100 New
CIBC Private Wealth Group
600
CIBC Private Wealth Group
Georgia
$12.9K +$11K +101 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.