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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
CA
601
Clearstead Advisors
Ohio
$12.7K
S
602
Sachetta
Massachusetts
$12.2K
IRC
603
Investors Research Corp
Georgia
$12K +$8.38K +77 +481%
PFBT
604
Parkside Financial Bank & Trust
Missouri
$9.96K
HWA
605
HHM Wealth Advisors
Tennessee
$9.7K
LF
606
LifeSteps Financial
California
$9.57K +$8.05K +74 New
ZB
607
Zions Bancorporation
Utah
$9.31K
LSA
608
Leonteq Securities AG
Switzerland
$9.06K +$7.62K +70 New
FFA
609
Frazier Financial Advisors
Ohio
$8.93K
SWM
610
Sugarloaf Wealth Management
Georgia
$8.93K
SWM
611
Spire Wealth Management
Virginia
$8.54K
CTA
612
Colonial Trust Advisors
South Carolina
$6.73K
MG
613
Mather Group
Illinois
$6.68K +$7.07K +65 New
EWA
614
EverSource Wealth Advisors
Alabama
$6.67K +$1.96K +18 +47%
FFO
615
Fortitude Family Office
Arizona
$6.6K
BIA
616
Bell Investment Advisors
California
$5.95K +$435 +4 +10%
RTL
617
Red Tortoise LLC
Georgia
$5.56K
BGAI
618
Bruce G. Allen Investments
Colorado
$5.43K -$1.2K -11 -21%
CFGS
619
Concourse Financial Group Securities
Alabama
$5.04K +$1.63K +15 +63%
VAG
620
VisionPoint Advisory Group
Texas
$4.92K +$218 +2 +6%
SIC
621
SJS Investment Consulting
Ohio
$4.66K -$435 -4 -10%
FGAM
622
Financial Gravity Asset Management
Texas
$4.41K +$3.7K +34 New
AW
623
Avion Wealth
Texas
$4K
DPW
624
DiNuzzo Private Wealth
Pennsylvania
$3.36K
UB
625
UMB Bank
Missouri
$3.36K +$2.83K +26 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.