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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
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$6.93M -$1.41M -13,000 -20%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.87M -$676K -6,215 -10%
BCM
153
Bridgeway Capital Management
Texas
$6.8M
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$6.53M -$911K -8,370 -14%
YCM
155
Yousif Capital Management
Michigan
$6.38M -$367K -3,376 -6%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$6.36M +$847K +7,786 +19%
BA
157
Bridgewater Associates
Connecticut
$6.35M -$2.56M -23,495 -32%
BHWA
158
Beacon Harbor Wealth Advisors
Virginia
$6.21M +$5.23M +48,032 New
CCM
159
Consolidated Capital Management
California
$6.11M -$137K -1,255 -3%
ZIM
160
Zacks Investment Management
Illinois
$6.06M +$464K +4,261 +10%
BFM
161
Boothbay Fund Management
New York
$6.05M +$5.09M +46,767 New
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$5.92M -$1.03M -9,510 -17%
GC
163
Guggenheim Capital
Illinois
$5.79M +$2.19M +20,097 +82%
RIA
164
Regal Investment Advisors
Michigan
$5.69M +$113K +1,036 +2%
CM
165
Capital Management
Virginia
$5.61M -$6.13M -56,316 -57%
MAM
166
Mark Asset Management
New York
$5.47M -$585K -5,373 -11%
Osaic Holdings
167
Osaic Holdings
Arizona
$5.46M -$407K -3,745 -8%
GLAM
168
Gardner Lewis Asset Management
Pennsylvania
$5.38M
VanEck Associates
169
VanEck Associates
New York
$5.24M +$1.18M +10,823 +37%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$5.15M -$99.1K -911 -2%
EGI
171
EAM Global Investors
California
$4.92M -$435 -4 -0%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$4.9M -$13.6M -125,340 -77%
HCMT
173
Highland Capital Management (Tennessee)
Tennessee
$4.88M +$4.11M +37,730 New
QCM
174
Quantinno Capital Management
New York
$4.81M +$392K +3,600 +11%
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$4.72M -$170K -1,566 -4%

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.