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Toll Brothers

574 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, 179 increasing their positions, 218 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

33% more capital invested

Capital invested by funds: $7.45B → $9.92B (+$2.47B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 516574 (+58)

0.51% less ownership

Funds ownership: 93.21%92.7% (-0.51%)

18% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 218

41% less call options, than puts

Call options by funds: $180M | Put options by funds: $305M

Holders
574
Holders Change
+58
Holders Change %
+11.24%
% of All Funds
8.37%
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
179
Reduced
218
Closed
50
Calls
$180M
Puts
$305M
Net Calls
-$125M
Net Calls Change
-$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OCBCO
601
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$427K -5,767 Closed
BGDI
602
BW Gestao de Investimentos
Brazil
-$370K -5,000 Closed
OR
603
Olympiad Research
Connecticut
-$356K -4,814 Closed
PP
604
Patten & Patten
Tennessee
-$316K -4,270 Closed
YIH
605
Y-Intercept (HK)
Hong Kong
-$251K -3,393 Closed
SM
606
Sciencast Management
New Jersey
-$238K -3,220 Closed
TI
607
Tidal Investments
Wisconsin
-$234K -3,160 Closed
BPA
608
Beacon Pointe Advisors
California
-$202K -2,730 Closed
WWP
609
WR Wealth Planners
Missouri
-$99.5K -1,345 Closed
BAMF
610
BI Asset Management Fondsmaeglerselskab
Denmark
-$64K -865 Closed
CSPIA
611
Cary Street Partners Investment Advisory
Virginia
-$54.7K -740 Closed
BAAM
612
Baker Avenue Asset Management
California
-$50.1K -677 Closed
IUHSA
613
Itau Unibanco Holding S.A.
Brazil
-$45.3K -613 Closed
CP
614
Castleview Partners
Texas
-$36.9K -499 Closed
LSA
615
Leonteq Securities AG
Switzerland
-$15.8K -214 Closed
AA
616
AlphaMark Advisors
Kentucky
-$15K -201 Closed
AIM
617
Anchor Investment Management
South Carolina
-$7.17K -97 Closed
TFGT
618
TS Financial Group (TSFG)
Illinois
-$6K -84 Closed
EARNEST Partners
619
EARNEST Partners
Georgia
-$4.73K -64 Closed
MIM
620
Macroview Investment Management
Maryland
-$4.07K -55 Closed
GIA
621
GHP Investment Advisors
Colorado
-$3.44K -48 Closed
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
-$888 -12 Closed
WT
623
Whittier Trust
California
-$887 -12 Closed
CA
624
Crewe Advisors
Utah
-$148 -2 Closed

TOL Hedge Fund Activity: Q4 2023 in Review

574 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2023, worth a combined $9.92B — up 33% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TOL positions and 50 closed out — a net gain of 67 holders — while 179 added to existing stakes and 218 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $38.7M. The largest seller was BlackRock, cutting an estimated $162M.

  • 574 institutional investors held Toll Brothers (TOL) as of Q4 2023, up from 516 in Q3 2023.
  • Funds reported $9.92B of Toll Brothers stock for Q4 2023, up 33% quarter-over-quarter.
  • 117 funds opened new Toll Brothers positions in Q4 2023 and 50 closed out, a net change of +67 holders.
  • The largest Toll Brothers buyer in Q4 2023 was Man Group, an estimated $38.7M added.
  • The largest Toll Brothers seller in Q4 2023 was BlackRock, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.