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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
OWA
626
Opal Wealth Advisors
New York
$3.23K +$2.72K +25 New
HCP
627
Hexagon Capital Partners
Arkansas
$3.1K
PWMG
628
Private Wealth Management Group
New Jersey
$2.59K
VCM
629
Versant Capital Management
Arizona
$2.2K -$544 -5 -23%
HI
630
Horizon Investments
North Carolina
$2.19K +$762 +7 +70%
CA
631
Continuum Advisory
Idaho
$1.64K +$1.42K +13 New
CIA
632
Cape Investment Advisory
Georgia
$1.55K
Kayne Anderson Rudnick Investment Management
633
Kayne Anderson Rudnick Investment Management
California
$1.52K
AWM
634
Abound Wealth Management
Tennessee
$1.29K
CCA
635
Criterion Capital Advisors
Tennessee
$1.29K
BF
636
BOK Financial
Oklahoma
$1.15K
A
637
AlphaQuest
New York
$1.03K +$870 +8 New
FMP
638
Financial Management Professionals
Texas
$1K
RS
639
Rakuten Securities
Japan
$906 -$16.4K -151 -96%
JWM
640
Janiczek Wealth Management
Colorado
$906 +$762 +7 New
NFSG
641
Newbridge Financial Services Group
Florida
$776 -$10.3K -95 -94%
BTI
642
Blue Trust Inc
Georgia
$647 -$18.9K -174 -97%
VWA
643
Valued Wealth Advisors
Utah
$259 +$218 +2 New
MCM
644
Manchester Capital Management
Vermont
$130 +$109 +1 New
Capital International Investors
645
Capital International Investors
California
-$359M -3,496,273 Closed
Bank of Nova Scotia
646
Bank of Nova Scotia
Ontario, Canada
-$18.8M -182,821 Closed
PCM
647
Prana Capital Management
Connecticut
-$5.16M -50,219 Closed
CII
648
Capital International Inc
California
-$4.31M -41,934 Closed
WMSA
649
Weiss Multi-Strategy Advisers
New York
-$3.28M -31,894 Closed
Two Sigma Investments
650
Two Sigma Investments
New York
-$3M -29,200 Closed

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.