Toll Brothers
514 hedge funds and large institutions have $7.93B invested in Toll Brothers in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 163 increasing their positions, 184 reducing their positions, and 40 closing their positions.
168% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 40
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
32% more capital invested
Capital invested by funds: $6B → $7.93B (+$1.92B)
15% more funds holding
Funds holding: 447 → 514 (+67)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$57M |
| 2 |
JP Morgan Chase
New York
|
+$34.3M |
| 3 |
Man Group
London,
United Kingdom
|
+$34.2M |
| 4 |
BlackRock
New York
|
+$34.1M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$104M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$76.1M |
| 3 |
Bank of New York Mellon
New York
|
-$51.7M |
| 4 |
Renaissance Technologies
New York
|
-$48.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$40.2M |
TOL Hedge Fund Activity: Q2 2023 in Review
514 of the 6,383 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: 107 funds opened new TOL positions and 40 closed out — a net gain of 67 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.
- 514 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.
- 107 funds opened new Toll Brothers positions in Q2 2023 and 40 closed out, a net change of +67 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.