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Toll Brothers
TOL

Overview Fund Activity

640 hedge funds and large institutions have $12B invested in Toll Brothers in 2024 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 179 increasing their positions, 246 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+68
Holders Change %
+11.89%
% of All Funds
9.28%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
132
Increased
179
Reduced
246
Closed
58
Calls
$207M
Puts
$254M
Net Calls
-$46.5M
Net Calls Change
+$78.5M

Top Buyers

1
BlackRock
BlackRock
New York
$1.61B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$68.9M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$71.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$237M
5
1SP
140 Summer Partners
New York
$43.6M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$119M
3
AQR Capital Management
AQR Capital Management
Connecticut
$191M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.39B
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
601
HHM Wealth Advisors
Tennessee
$9.7K – – –
LF
602
LifeSteps Financial
California
$9.57K +$9.57K +74 New
ZB
603
Zions Bancorporation
Utah
$9.32K – – –
FFA
604
Frazier Financial Advisors
Ohio
$8.93K – – –
SWM
605
Sugarloaf Wealth Management
Georgia
$8.93K – – –
SWM
606
Spire Wealth Management
Virginia
$8.54K – – –
CTA
607
Colonial Trust Advisors
South Carolina
$6.73K – – –
MG
608
Mather Group
Illinois
$6.68K +$6.68K +65 New
EWA
609
EverSource Wealth Advisors
Alabama
$6.67K +$2.14K +18 +47%
FFO
610
Fortitude Family Office
Arizona
$6.6K – – –
BIA
611
Bell Investment Advisors
California
$5.95K +$518 +4 +10%
RTL
612
Red Tortoise LLC
Georgia
$5.56K – – –
BGAI
613
Bruce G. Allen Investments
Colorado
$5.43K -$1.42K -11 -21%
CFGS
614
Concourse Financial Group Securities
Alabama
$5.05K +$1.94K +15 +63%
VAG
615
VisionPoint Advisory Group
Texas
$4.92K +$259 +2 +6%
SIC
616
SJS Investment Consulting
Ohio
$4.66K -$518 -4 -10%
FGAM
617
Financial Gravity Asset Management
Texas
$4.41K +$4.41K +34 New
AW
618
Avion Wealth
Texas
$4K – – –
DPW
619
DiNuzzo Private Wealth
Pennsylvania
$3.36K – – –
UB
620
UMB Bank
Missouri
$3.36K +$3.36K +26 New
OWA
621
Opal Wealth Advisors
New York
$3.24K +$3.24K +25 New
HCP
622
Hexagon Capital Partners
Arkansas
$3.11K – – –
PWMG
623
Private Wealth Management Group
New Jersey
$2.59K – – –
VCM
624
Versant Capital Management
Arizona
$2.2K -$647 -5 -23%
HI
625
Horizon Investments
North Carolina
$2.2K +$904 +7 +70%
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25
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