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Toll Brothers

718 hedge funds and large institutions have $13.7B invested in Toll Brothers in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 245 increasing their positions, 245 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 71

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

33% more capital invested

Capital invested by funds: $10.3B → $13.7B (+$3.42B)

9% more funds holding

Funds holding: 659718 (+59)

0.92% more ownership

Funds ownership: 86.95%87.87% (+0.92%)

0% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 245

17% less call options, than puts

Call options by funds: $294M | Put options by funds: $355M

Holders
718
Holders Change
+59
Holders Change %
+8.95%
% of All Funds
10.31%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
136
Increased
245
Reduced
245
Closed
71
Calls
$294M
Puts
$355M
Net Calls
-$61.5M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
176
State of New Jersey Common Pension Fund D
New Jersey
$5.6M -$11.1K -82 -0.2%
LOAME
177
Lombard Odier Asset Management (Europe)
United Kingdom
$5.56M +$136K +1,000 +3%
CIP
178
Chartwell Investment Partners
Pennsylvania
$5.45M +$1.91M +14,092 +66%
ZP
179
Zimmer Partners
New York
$5.41M +$4.75M +35,000 New
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$5.41M +$543K +4,007 +13%
CAM
181
Cresset Asset Management
Illinois
$5.39M +$157K +1,156 +3%
SW
182
SlateStone Wealth
Florida
$5.36M +$2.14M +15,817 +84%
UCMOK
183
United Capital Management of KS
Kansas
$5.34M +$4.69M +34,582 New
TRSOTSOK
184
Teachers Retirement System of the State of Kentucky
Kentucky
$5.21M -$123K -910 -3%
Osaic Holdings
185
Osaic Holdings
Arizona
$5.16M -$876K -6,461 -16%
HCMT
186
Highland Capital Management (Tennessee)
Tennessee
$5.11M -$248K -1,830 -5%
MWM
187
Moran Wealth Management
Florida
$5.08M -$12.6K -93 -0.3%
BGIM
188
Brandywine Global Investment Management
Pennsylvania
$5.07M +$174K +1,283 +4%
Parallax Volatility Advisers
189
Parallax Volatility Advisers
California
$4.99M +$1.89M +13,949 +76%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$4.94M -$333K -2,458 -7%
MCM
191
MAI Capital Management
Ohio
$4.81M -$396K -2,917 -9%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$4.8M +$555K +4,096 +15%
1832 Asset Management
193
1832 Asset Management
Ontario, Canada
$4.58M +$4M +29,477 +18,896%
SPIA
194
Steward Partners Investment Advisory
New York
$4.57M +$1.02M +7,526 +34%
ASRS
195
Arizona State Retirement System
Arizona
$4.57M +$53.6K +395 +1%
BBNA
196
Bremer Bank National Association
Minnesota
$4.55M -$27K -199 -0.7%
SAM
197
Scopus Asset Management
New York
$4.51M +$3.48M +25,685 +734%
Prudential Financial
198
Prudential Financial
New Jersey
$4.48M -$3.19M -23,541 -45%
CM
199
Capital Management
Virginia
$4.47M -$183K -1,350 -4%
CP
200
Cumberland Partners
Ontario, Canada
$4.45M

TOL Hedge Fund Activity: Q3 2024 in Review

718 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2024, worth a combined $13.7B — up 33% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new TOL positions and 71 closed out — a net gain of 65 holders — while 245 added to existing stakes and 245 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Pacer Advisors, cutting an estimated $281M.

  • 718 institutional investors held Toll Brothers (TOL) as of Q3 2024, up from 659 in Q2 2024.
  • Funds reported $13.7B of Toll Brothers stock for Q3 2024, up 33% quarter-over-quarter.
  • 136 funds opened new Toll Brothers positions in Q3 2024 and 71 closed out, a net change of +65 holders.
  • The largest Toll Brothers buyer in Q3 2024 was Fidelity Investments, an estimated $142M added.
  • The largest Toll Brothers seller in Q3 2024 was Pacer Advisors, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2024.