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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
HS
101
Hazelview Securities
Ontario, Canada
$8.74M +$7.56M +112,600 New
CSS
102
Cubist Systematic Strategies
Connecticut
$8.63M -$13.4M -199,653 -65%
GC
103
Globeflex Capital
California
$8.51M +$2.74M +40,881 +61%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$8.4M +$359K +5,349 +5%
DLCIG
105
D.L. Carlson Investment Group
New Hampshire
$8.18M +$264K +3,930 +4%
GIA
106
Gladstone Institutional Advisory
Florida
$8.16M +$2.27M +33,812 +49%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$8.08M +$2.7M +40,248 +65%
WHG
108
Westwood Holdings Group
Texas
$8.07M -$9.2M -137,177 -57%
Mackenzie Financial
109
Mackenzie Financial
Ontario, Canada
$7.84M +$6.28M +93,556 +1,633%
AIMCA
110
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.72M +$1.07M +15,894 +19%
Axa
111
Axa
France
$7.6M +$6.45M +96,100 New
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$7.58M +$6.31M +94,000 +4,700%
MCM
113
MAI Capital Management
Ohio
$7.45M -$1.86M -27,781 -23%
PCM
114
Prana Capital Management
Connecticut
$7.4M +$6.28M +93,625 New
First Eagle Investment Management
115
First Eagle Investment Management
New York
$7.29M -$309K -4,600 -5%
TPSF
116
Texas Permanent School Fund
Texas
$7.17M -$104K -1,545 -2%
RJA
117
Raymond James & Associates
Florida
$7.12M -$2.63M -39,194 -30%
Canada Life
118
Canada Life
Manitoba, Canada
$6.84M -$91.2K -1,359 -2%
AG
119
Algert Global
California
$6.5M +$5.52M +82,268 New
RC
120
RBF Capital
California
$6.37M
Bank Julius Baer & Co
121
Bank Julius Baer & Co
Switzerland
$6.29M +$247K +3,683 +5%
LG
122
Leuthold Group
Minnesota
$6.26M -$175K -2,606 -3%
CC
123
Cipher Capital
New York
$6.24M +$2.4M +35,786 +83%
MAM
124
Mark Asset Management
New York
$6.17M
RA
125
Royce & Associates
New York
$6.11M -$892K -13,300 -15%

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.