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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
M1FG
676
Mach-1 Financial Group
Arkansas
-$370K -3,595 Closed
KI
677
Kapitalo Investimentos
Brazil
-$367K -3,566 Closed
UFF
678
USA Financial Formulas
Michigan
-$342K -3,330 Closed
PTC
679
Petrus Trust Company
Texas
-$305K -2,967 Closed
PCMH
680
Polymer Capital Management (HK)
Hong Kong
-$257K -2,500 Closed
OA
681
Oracle Alpha
Ontario, Canada
-$250K -2,429 Closed
CCIA
682
Campbell & Co Investment Adviser
Maryland
-$240K -2,330 Closed
SWM
683
Silverlake Wealth Management
Vermont
-$206K -2,000 Closed
AC
684
Aristides Capital
Kentucky
-$201K -1,956 Closed
VIM
685
Vinva Investment Management
Australia
-$221K -1,463 Closed
PS
686
Planned Solutions
California
-$144K -1,404 Closed
GWMIA
687
Global Wealth Management Investment Advisory
Florida
-$92.5K -900 Closed
CIM
688
Chiron Investment Management
New York
-$87.5K -851 Closed
HT
689
Headlands Technologies
Illinois
-$85.6K -833 Closed
NFA
690
Northwest Financial Advisors
Virginia
-$84.4K -821 Closed
ERSOT
691
Employees Retirement System of Texas
Texas
-$77K -753 Closed
RCM
692
Raleigh Capital Management
North Carolina
-$46K -447 Closed
GWS
693
Glassman Wealth Services
Virginia
-$39.7K -386 Closed
PH
694
Pinnacle Holdings
Oklahoma
-$20.6K -200 Closed
Loomis, Sayles & Company
695
Loomis, Sayles & Company
Massachusetts
-$16K -155 Closed
QL
696
Quarry LP
New York
-$12.1K -118 Closed
NMM
697
Naples Money Management
Florida
-$5.14K -50 Closed
LF
698
Lee Financial
Texas
-$4.63K -45 Closed
AF
699
Advisornet Financial
Minnesota
-$4.21K -41 Closed
BFEC
700
Benjamin F. Edwards & Company
Missouri
-$4K -41 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.