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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$33.3M -$7.25M -66,661 -21%
SEI Investments
52
SEI Investments
Pennsylvania
$32.8M +$8.24M +75,694 +43%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$32.3M -$9.85M -90,512 -27%
Macquarie Group
54
Macquarie Group
Australia
$32M -$3.27M -30,035 -11%
Legal & General Group
55
Legal & General Group
United Kingdom
$31.8M -$3.02M -27,791 -10%
Citadel Advisors
56
Citadel Advisors
Florida
$31.1M +$11.4M +104,667 +77%
EF
57
Empowered Funds
Pennsylvania
$30.4M +$7.11M +65,312 +38%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$29.7M -$1.24M -11,383 -5%
Fisher Asset Management
59
Fisher Asset Management
Washington
$28.6M -$4.31M -39,573 -15%
PAM
60
Panagora Asset Management
Massachusetts
$28.3M -$14.2M -130,642 -37%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$27.6M -$706K -6,485 -3%
RJA
62
Raymond James & Associates
Florida
$27.3M +$6.03M +55,434 +36%
Wells Fargo
63
Wells Fargo
California
$27.1M -$1.97M -18,114 -8%
Swiss National Bank
64
Swiss National Bank
Switzerland
$26.6M -$685K -6,300 -3%
SCA
65
Southpoint Capital Advisors
New York
$25.9M
RMDI
66
R.M. Davis Inc
Maine
$25.3M -$1.62M -14,895 -7%
Lazard Asset Management
67
Lazard Asset Management
New York
$25.1M +$5.9M +54,196 +39%
UBS AM
68
UBS AM
Illinois
$23.8M -$883K -8,116 -4%
Franklin Resources
69
Franklin Resources
California
$23.7M +$1.41M +12,943 +8%
CPC
70
Cookson Peirce & Co
Pennsylvania
$23.2M -$164K -1,508 -0.8%
Marshall Wace
71
Marshall Wace
United Kingdom
$22.7M +$17M +156,628 +841%
Man Group
72
Man Group
United Kingdom
$22.2M -$31.8M -292,413 -63%
BCM
73
Basswood Capital Management
New York
$21.9M -$1.29M -11,830 -7%
Walleye Capital
74
Walleye Capital
New York
$21.4M -$367K -3,370 -2%
GC
75
Globeflex Capital
California
$21.1M -$189K -1,738 -1%

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.