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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
BlackRock
1
BlackRock
New York
$1.61B +$216M +1,980,769 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.39B -$59.3M -545,197 -5%
GA
3
Greenhaven Associates
New York
$713M -$3.49M -32,093 -0.6%
State Street
4
State Street
Massachusetts
$494M -$5.81M -53,425 -1%
Capital World Investors
5
Capital World Investors
California
$420M +$158K +1,454 +0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$409M -$49.9M -458,755 -13%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$397M -$9.53M -87,545 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$254M +$9.1M +83,627 +4%
Invesco
9
Invesco
Georgia
$252M +$28.8M +264,539 +16%
JP Morgan Chase
10
JP Morgan Chase
New York
$237M +$47.1M +432,832 +31%
BAMCO Inc
11
BAMCO Inc
New York
$232M -$860K -7,900 -0.4%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$201M -$53M -487,036 -24%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$192M -$15.6M -143,738 -9%
AQR Capital Management
14
AQR Capital Management
Connecticut
$191M -$68.7M -631,519 -30%
LSV Asset Management
15
LSV Asset Management
Illinois
$188M -$13.6M -124,570 -8%
Norges Bank
16
Norges Bank
Norway
$160M -$2.32M -21,320 -2%
Allianz Asset Management
17
Allianz Asset Management
Germany
$159M +$19.5M +179,518 +17%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$142M -$2.64M -24,230 -2%
Bank of America
19
Bank of America
North Carolina
$137M +$22.9M +210,332 +25%
Goldman Sachs
20
Goldman Sachs
New York
$132M -$7.85M -72,173 -7%
Morgan Stanley
21
Morgan Stanley
New York
$119M -$88.7M -815,456 -47%
Northern Trust
22
Northern Trust
Illinois
$103M -$16.2M -148,489 -16%
JAM
23
Jupiter Asset Management
United Kingdom
$93M +$715K +6,572 +0.9%
Holocene Advisors
24
Holocene Advisors
New York
$92.4M +$35.6M +327,341 +85%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$91.7M -$19.6M -180,553 -20%

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.