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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
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.11M -$195K -2,903 -4%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$6.06M +$3.46M +51,614 +206%
CP
128
Cumberland Partners
Ontario, Canada
$6.03M -$2.88M -42,855 -36%
Fiera Capital (Canada)
129
Fiera Capital (Canada)
Quebec, Canada
$5.99M -$315K -4,696 -6%
MOACM
130
Mutual of America Capital Management
New York
$5.92M -$535K -7,966 -10%
HMCP
131
Hook Mill Capital Partners
New York
$5.84M -$177K -2,644 -3%
NA
132
Navellier & Associates
Nevada
$5.78M +$4.9M +73,054 New
LCG
133
Lisanti Capital Growth
New York
$5.75M -$28.2K -420 -0.6%
AB
134
Amalgamated Bank
New York
$5.56M -$299K -4,459 -6%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$5.55M -$63.5K -947 -1%
SL
136
SIB LLC
New York
$5.48M
Canada Pension Plan Investment Board
137
Canada Pension Plan Investment Board
Ontario, Canada
$5.43M +$939K +14,000 +26%
Wellington Management Group
138
Wellington Management Group
Massachusetts
$5.31M +$1.02M +15,134 +29%
CCM
139
Consolidated Capital Management
California
$5.27M -$58.4K -870 -1%
GF
140
Gabelli Funds
New York
$5.01M -$2.63M -39,200 -38%
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$4.89M +$528K +7,864 +15%
MIM
142
MetLife Investment Management
New Jersey
$4.89M -$243K -3,624 -6%
BPIH
143
Broad Peak Investment Holdings
Singapore
$4.89M +$4.15M +61,800 New
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.83M -$107K -1,592 -3%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$4.82M +$671 +10 +0%
ZIM
146
Zacks Investment Management
Illinois
$4.8M -$57.2K -852 -1%
Franklin Resources
147
Franklin Resources
California
$4.76M +$62.8K +936 +2%
PFO
148
Pathstone Family Office
New Jersey
$4.58M +$3.89M +57,963 New
CG
149
Colony Group
Massachusetts
$4.55M -$26.5K -395 -0.7%
HighTower Advisors
150
HighTower Advisors
Illinois
$4.49M +$3.16M +47,096 +490%

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.