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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
WCA
176
Waratah Capital Advisors
Ontario, Canada
$4.68M +$3.93M +36,164 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
177
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.66M
Neuberger Berman Group
178
Neuberger Berman Group
New York
$4.55M +$440K +4,041 +13%
MCM
179
MAI Capital Management
Ohio
$4.54M +$2.36M +21,670 +162%
TRSOTSOK
180
Teachers Retirement System of the State of Kentucky
Kentucky
$4.48M
PAMP
181
Polar Asset Management Partners
Ontario, Canada
$4.42M +$3.72M +34,200 New
MAM
182
Meeder Asset Management
Ohio
$4.29M -$543K -4,987 -13%
PP
183
PDT Partners
New York
$4.26M +$3.02M +27,786 +544%
Jane Street
184
Jane Street
New York
$4.25M -$5.29M -48,662 -60%
EI
185
EAM Investors
California
$4.25M -$472K -4,338 -12%
OC
186
Oppenheimer & Co
New York
$4.1M +$922K +8,474 +36%
CAM
187
Cresset Asset Management
Illinois
$4.08M -$421K -3,868 -11%
HighTower Advisors
188
HighTower Advisors
Illinois
$4.07M -$52.3K -481 -2%
TI
189
Trexquant Investment
Connecticut
$4M +$3.37M +30,950 New
LSERS
190
Louisiana State Employees Retirement System
Louisiana
$3.88M -$21.8K -200 -0.7%
BBNA
191
Bremer Bank National Association
Minnesota
$3.85M +$217K +1,992 +7%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$3.8M +$3.2M +29,384 New
Wellington Management Group
193
Wellington Management Group
Massachusetts
$3.75M -$16.4M -151,051 -84%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$3.72M -$244K -2,240 -7%
ASRS
195
Arizona State Retirement System
Arizona
$3.7M -$156K -1,433 -5%
Deutsche Bank
196
Deutsche Bank
Germany
$3.66M -$63.4K -583 -2%
MWM
197
Moran Wealth Management
Florida
$3.65M +$1.2M +11,013 +64%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$3.63M +$129K +1,190 +4%
KTM
199
Keeler Thomas Management
Utah
$3.55M -$67.2K -618 -2%
HWAM
200
Hennion & Walsh Asset Management
New Jersey
$3.51M -$199K -1,829 -6%

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.