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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$874M -$40.2M -598,845 -5%
BlackRock
2
BlackRock
New York
$842M +$34.1M +508,326 +5%
Capital International Investors
3
Capital International Investors
California
$465M -$104M -1,554,622 -21%
GA
4
Greenhaven Associates
New York
$438M +$12.8M +191,012 +4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$314M -$722K -10,754 -0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$299M -$1.57M -23,370 -0.6%
State Street
7
State Street
Massachusetts
$293M +$1.55M +23,063 +0.6%
Capital World Investors
8
Capital World Investors
California
$257M
AQR Capital Management
9
AQR Capital Management
Connecticut
$183M -$17.1M -254,289 -10%
JP Morgan Chase
10
JP Morgan Chase
New York
$166M +$34.3M +511,721 +32%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$163M -$51.7M -770,080 -27%
BAMCO Inc
12
BAMCO Inc
New York
$140M +$4.01M +59,770 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$139M +$4.16M +62,019 +4%
LSV Asset Management
14
LSV Asset Management
Illinois
$128M -$1M -14,962 -0.9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$110M +$27.4M +408,037 +41%
Norges Bank
16
Norges Bank
Norway
$98.8M +$6.64M +98,934 +9%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$92.9M +$57M +849,806 +261%
Goldman Sachs
18
Goldman Sachs
New York
$89.3M +$2.6M +38,757 +4%
SCA
19
Southpoint Capital Advisors
New York
$79.1M +$13.4M +200,000 +25%
Morgan Stanley
20
Morgan Stanley
New York
$78.4M -$3.19M -47,485 -5%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$71M +$3.62M +54,011 +6%
Northern Trust
22
Northern Trust
Illinois
$65.5M -$1.31M -19,547 -2%
Jennison Associates
23
Jennison Associates
New York
$62.6M -$1.04M -15,549 -2%
PAMS
24
Pictet Asset Management (Switzerland)
Switzerland
$62.3M -$120K -1,784 -0.2%
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$58.9M -$15.7M -234,476 -24%

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.