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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
APF
201
Alaska Permanent Fund
Alaska
$3.49M -$364K -3,341 -11%
Mitsubishi UFJ Trust & Banking
202
Mitsubishi UFJ Trust & Banking
Japan
$3.44M -$515K -4,732 -15%
VOYA Investment Management
203
VOYA Investment Management
Georgia
$3.42M +$1.02M +9,393 +55%
GCM
204
Genus Capital Management
British Columbia, Canada
$3.39M +$2.85M +26,200 New
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$3.37M -$499K -4,586 -15%
PAG
206
Private Advisor Group
New Jersey
$3.35M +$896K +8,234 +47%
Wolverine Trading
207
Wolverine Trading
Illinois
$3.34M +$1.36M +12,540 +94%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$3.33M -$501K -4,600 -15%
SOMRS
209
State of Michigan Retirement System
Michigan
$3.32M -$21.8K -200 -0.8%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$3.27M -$1.67M -15,325 -38%
Truist Financial
211
Truist Financial
North Carolina
$3.27M -$40.1K -369 -1%
SDIC
212
South Dakota Investment Council
South Dakota
$3.26M -$990K -9,100 -27%
TRIA
213
Trail Ridge Investment Advisors
Colorado
$3.25M -$77.3K -710 -3%
Fiera Capital (Canada)
214
Fiera Capital (Canada)
Quebec, Canada
$3.08M -$571K -5,247 -18%
NAM
215
NorthCrest Asset Manangement
Minnesota
$3.04M -$59.8K -550 -2%
NMIMC
216
Northwestern Mutual Investment Management Company
Wisconsin
$3.01M -$70.6K -649 -3%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.98M -$70.4K -647 -3%
GF
218
Gabelli Funds
New York
$2.98M -$1.47M -13,500 -37%
AIP
219
Ameritas Investment Partners
Nebraska
$2.98M -$79.9K -734 -3%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$2.93M +$2.23M +20,520 +957%
GIA
221
Gladstone Institutional Advisory
Florida
$2.92M -$2.38M -21,843 -49%
IMRF
222
Illinois Municipal Retirement Fund
Illinois
$2.91M
Handelsbanken Fonder
223
Handelsbanken Fonder
Sweden
$2.9M
ACP
224
Aviance Capital Partners
Florida
$2.88M +$76.3K +701 +3%
BPIH
225
Broad Peak Investment Holdings
Singapore
$2.83M -$1.58M -14,500 -40%

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.