Toll Brothers
516 hedge funds and large institutions have $7.45B invested in Toll Brothers in 2023 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 193 increasing their positions, 171 reducing their positions, and 58 closing their positions.
14% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 58
13% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 171
1.49% more ownership
Funds ownership: 91.72% → 93.21% (+1.5%)
0% more funds holding
Funds holding: 514 → 516 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less capital invested
Capital invested by funds: $7.93B → $7.45B (-$474M)
49% less call options, than puts
Call options by funds: $91.4M | Put options by funds: $179M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$136M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$84.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$61M |
| 4 |
Holocene Advisors
New York
|
+$58.4M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$171M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$41.2M |
| 3 |
Man Group
London,
United Kingdom
|
-$40.2M |
| 4 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$38.6M |
| 5 |
Two Sigma Investments
New York
|
-$38.6M |
TOL Hedge Fund Activity: Q3 2023 in Review
516 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2023, worth a combined $7.45B — down 6% from $7.93B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new TOL positions and 58 closed out — a net gain of 8 holders — while 193 added to existing stakes and 171 trimmed.
The largest buyer was BlackRock, adding an estimated $136M. The largest seller was Capital International Investors, cutting an estimated $171M.
- 516 institutional investors held Toll Brothers (TOL) as of Q3 2023, up from 514 in Q2 2023.
- Funds reported $7.45B of Toll Brothers stock for Q3 2023, down 6% quarter-over-quarter.
- 66 funds opened new Toll Brothers positions in Q3 2023 and 58 closed out, a net change of +8 holders.
- The largest Toll Brothers buyer in Q3 2023 was BlackRock, an estimated $136M added.
- The largest Toll Brothers seller in Q3 2023 was Capital International Investors, an estimated $171M sold.
Based on aggregated 13F filings for Q3 2023.