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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
Sumitomo Mitsui Trust Group
201
Sumitomo Mitsui Trust Group
Japan
$2.09M +$208K +3,100 +13%
CCM
202
Coldstream Capital Management
Washington
$2.09M -$565K -8,422 -24%
BA
203
Bridgewater Associates
Connecticut
$2.08M +$1.13M +16,881 +180%
BCM
204
Bridgeway Capital Management
Texas
$2.05M +$1.74M +25,900 New
AIP
205
Ameritas Investment Partners
Nebraska
$2.03M -$31K -462 -2%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$2.01M +$122K +1,814 +8%
SOMRS
207
State of Michigan Retirement System
Michigan
$2M -$47K -700 -3%
MAM
208
Meeder Asset Management
Ohio
$2M
V
209
Veritable
Delaware
$1.98M -$29.1K -434 -2%
JFG
210
Jefferies Financial Group
New York
$1.98M +$1.68M +25,000 New
Assenagon Asset Management
211
Assenagon Asset Management
Luxembourg
$1.96M +$1.66M +24,798 New
VCM
212
Venator Capital Management
Ontario, Canada
$1.94M +$67.1K +1,000 +4%
JMPWA
213
JP Morgan Private Wealth Advisors
California
$1.94M -$3.55M -52,963 -68%
NAM
214
NorthCrest Asset Manangement
Minnesota
$1.9M
LPL Financial
215
LPL Financial
California
$1.9M +$555K +8,272 +53%
CHAM
216
Clear Harbor Asset Management
Connecticut
$1.86M -$59.6K -889 -4%
NMIMC
217
Northwestern Mutual Investment Management Company
Wisconsin
$1.81M +$4.9K +73 +0.3%
ACP
218
Aviance Capital Partners
Florida
$1.78M +$36K +536 +2%
IMRF
219
Illinois Municipal Retirement Fund
Illinois
$1.78M +$429K +6,396 +40%
VPIM
220
Vanguard Personalized Indexing Management
California
$1.72M +$14.4K +215 +1%
CFB
221
Cullen/Frost Bankers
Texas
$1.72M +$1.46M +21,700 New
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$1.67M -$17.6K -262 -1%
NMERB
223
New Mexico Educational Retirement Board
New Mexico
$1.66M +$127K +1,900 +10%
EGM
224
Engineers Gate Manager
New York
$1.64M -$2.02M -30,078 -59%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$1.6M +$846K +12,603 +164%

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.