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Toll Brothers
TOL

516 hedge funds and large institutions have $7.45B invested in Toll Brothers in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 171 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 171

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

1.49% more ownership

Funds ownership: 91.72% → 93.21% (+1.5%)

0% more funds holding

Funds holding: 515 → 516 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6% less capital invested

Capital invested by funds: $7.93B → $7.45B (-$471M)

49% less call options, than puts

Call options by funds: $91.4M | Put options by funds: $179M

Holders
516
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.19%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
66
Increased
193
Reduced
171
Closed
59
Calls
$91.4M
Puts
$179M
Net Calls
-$87.5M
Net Calls Change
-$40.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$136M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$84.5M
3
Invesco
Invesco
Georgia
+$61M
4
Holocene Advisors
Holocene Advisors
New York
+$58.4M
5
JAM
Jupiter Asset Management
United Kingdom
+$51.7M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$171M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$41.2M
3
Man Group
Man Group
United Kingdom
-$40.2M
4
CCM
Candlestick Capital Management
Connecticut
-$38.6M
5
Two Sigma Investments
Two Sigma Investments
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
151
Yousif Capital Management
Michigan
$3.92M -$12.6K -160 -0.3%
PCM
152
Prana Capital Management
Connecticut
$3.64M -$3.51M -44,447 -47%
VRS
153
Virginia Retirement Systems
Virginia
$3.52M +$426K +5,400 +13%
Fiera Capital (Canada)
154
Fiera Capital (Canada)
Quebec, Canada
$3.4M -$2.35M -29,710 -39%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$3.33M +$235K +2,982 +7%
GLAM
156
Gardner Lewis Asset Management
Pennsylvania
$3.11M – – –
CII
157
Capital International Inc
California
$3.1M -$553K -7,011 -14%
Deutsche Bank
158
Deutsche Bank
Germany
$3.08M -$1.12M -14,197 -25%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$3.08M -$990K -12,542 -23%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$3.02M +$141K +1,780 +5%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$3M +$165K +2,095 +5%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$2.96M +$132K +1,675 +4%
EGI
163
EAM Global Investors
California
$2.8M +$2.99M +37,913 New
SPA
164
Sherbrooke Park Advisers
New York
$2.7M +$1.59M +20,140 +123%
Neuberger Berman Group
165
Neuberger Berman Group
New York
$2.69M +$779K +9,866 +37%
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$2.69M +$1.34M +16,993 +88%
PRC
167
Pearl River Capital
Michigan
$2.62M -$1.53M -19,341 -35%
RIA
168
Regal Investment Advisors
Michigan
$2.6M +$311K +3,943 +13%
SDIC
169
South Dakota Investment Council
South Dakota
$2.54M -$1.62M -20,538 -37%
Ensign Peak Advisors
170
Ensign Peak Advisors
Utah
$2.49M +$277K +3,510 +12%
QCM
171
Quantinno Capital Management
New York
$2.48M +$273K +3,453 +11%
CCP
172
Cunning Capital Partners
North Carolina
$2.47M +$2.64M +33,445 New
CAM
173
Cresset Asset Management
Illinois
$2.44M +$256K +3,244 +11%
JF
174
Jump Financial
Illinois
$2.43M -$10.8M -137,300 -81%
BGIM
175
Brandywine Global Investment Management
Pennsylvania
$2.41M -$156K -1,972 -6%
5 6
7
8 9

TOL Hedge Fund Activity: Q3 2023 in Review

516 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2023, worth a combined $7.45B — down 5.9% from $7.93B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TOL positions and 59 closed out — a net gain of 7 holders — while 193 added to existing stakes and 171 trimmed.

The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Capital International Investors, cutting an estimated $171M.

  • 516 institutional investors held Toll Brothers (TOL) as of Q3 2023, up from 515 in Q2 2023.
  • Funds reported $7.45B of Toll Brothers stock for Q3 2023, down 5.9% quarter-over-quarter.
  • 66 funds opened new Toll Brothers positions in Q3 2023 and 59 closed out, a net change of +7 holders.
  • The largest Toll Brothers buyer in Q3 2023 was BlackRock, an estimated $136M added.
  • The largest Toll Brothers seller in Q3 2023 was Capital International Investors, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2023.