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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
GT
101
Glenmede Trust
Pennsylvania
$12.8M -$381K -3,497 -3%
Canada Life
102
Canada Life
Manitoba, Canada
$12.6M -$81.3K -747 -0.8%
Verition Fund Management
103
Verition Fund Management
Connecticut
$12.5M +$9.14M +83,977 +674%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$12.4M +$4.46M +41,031 +75%
Axa
105
Axa
France
$12.2M -$3.95M -36,328 -28%
AssetMark Inc
106
AssetMark Inc
California
$12M +$9.47M +87,038 +1,499%
CSS
107
Cubist Systematic Strategies
Connecticut
$11.9M +$10M +91,990 New
TPSF
108
Texas Permanent School Fund
Texas
$11.8M -$171K -1,573 -2%
TBA
109
Tower Bridge Advisors
Pennsylvania
$11.8M -$3.37M -31,011 -25%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M +$202K +1,860 +2%
ZP
111
Zimmer Partners
New York
$11.6M +$9.79M +90,000 New
NA
112
Navellier & Associates
Nevada
$11.5M +$885K +8,138 +10%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$11.1M -$17.1K -157 -0.2%
AIMCA
114
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11M +$393K +3,615 +4%
AG
115
Algert Global
California
$10.7M -$2.28M -20,973 -20%
SCM
116
Sandler Capital Management
New York
$10.7M +$2.65M +24,385 +42%
JHA
117
Jackson Hill Advisors
Texas
$10.6M +$8.9M +81,750 New
RC
118
RBF Capital
California
$10.4M
LOAMS
119
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.3M -$3.26M -30,000 -27%
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$10.3M -$1.48M -13,589 -15%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$10.2M +$4.39M +40,318 +106%
IG
122
ING Group
Netherlands
$10.1M -$4.03M -37,000 -32%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$10.1M +$246K +2,263 +3%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$10M -$122K -1,118 -1%
WAM
125
Weiss Asset Management
Massachusetts
$10M +$8.42M +77,410 New

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.