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Toll Brothers

515 hedge funds and large institutions have $7.93B invested in Toll Brothers in 2023 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 163 increasing their positions, 184 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 40

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

32% more capital invested

Capital invested by funds: $6B → $7.93B (+$1.92B)

15% more funds holding

Funds holding: 447515 (+68)

0.02% more ownership

Funds ownership: 91.7%91.72% (+0.02%)

11% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 184

20% less call options, than puts

Call options by funds: $186M | Put options by funds: $233M

Holders
515
Holders Change
+68
Holders Change %
+15.21%
% of All Funds
8.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
108
Increased
163
Reduced
184
Closed
40
Calls
$186M
Puts
$233M
Net Calls
-$47.3M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
76
Jump Financial
Illinois
$13.5M +$7.83M +116,750 +218%
LOAMS
77
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.4M +$11.4M +170,000 New
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$13.2M +$32.7K +487 +0.3%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$12.8M +$1.81M +26,935 +20%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$12.5M +$3.66M +54,612 +52%
AIG
81
American International Group
New York
$12.3M -$243K -3,619 -2%
BCM
82
Basswood Capital Management
New York
$12.3M -$4M -59,600 -28%
BC
83
Brookfield Corp
Ontario, Canada
$11.2M +$274K +4,081 +3%
Prudential Financial
84
Prudential Financial
New Jersey
$11.1M +$796K +11,860 +9%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$11M -$15.8M -235,261 -63%
EF
86
Empowered Funds
Pennsylvania
$11M +$1.49M +22,135 +19%
EST
87
EA Series Trust
Pennsylvania
$11M +$9.33M +139,021 New
GIA
88
Gateway Investment Advisers
Ohio
$11M -$5.3K -79 -0.1%
UBS AM
89
UBS AM
Illinois
$10.8M
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$10.7M -$97.4K -1,452 -1%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$10.6M -$746K -11,121 -8%
CPC
92
Cookson Peirce & Co
Pennsylvania
$10.6M +$8.98M +133,792 New
TBA
93
Tower Bridge Advisors
Pennsylvania
$10.1M -$439K -6,550 -5%
RA
94
Riverstone Advisors
Texas
$9.97M -$139K -2,075 -2%
TG
95
TCW Group
California
$9.97M +$536K +7,984 +7%
Wells Fargo
96
Wells Fargo
California
$9.81M -$332K -4,947 -4%
CS
97
Credit Suisse
Switzerland
$9.56M +$1.74M +25,870 +27%
CM
98
Capital Management
Virginia
$9.52M -$2.15M -32,096 -21%
SAM
99
Scopus Asset Management
New York
$9.49M +$8.05M +120,000 New
Jane Street
100
Jane Street
New York
$9.3M +$7.63M +113,670 +2,838%

TOL Hedge Fund Activity: Q2 2023 in Review

515 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q2 2023, worth a combined $7.93B — up 32% from $6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new TOL positions and 40 closed out — a net gain of 68 holders — while 163 added to existing stakes and 184 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $57M. The largest seller was Capital International Investors, cutting an estimated $104M.

  • 515 institutional investors held Toll Brothers (TOL) as of Q2 2023, up from 447 in Q1 2023.
  • Funds reported $7.93B of Toll Brothers stock for Q2 2023, up 32% quarter-over-quarter.
  • 108 funds opened new Toll Brothers positions in Q2 2023 and 40 closed out, a net change of +68 holders.
  • The largest Toll Brothers buyer in Q2 2023 was Acadian Asset Management, an estimated $57M added.
  • The largest Toll Brothers seller in Q2 2023 was Capital International Investors, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2023.