Toll Brothers
718 hedge funds and large institutions have $13.7B invested in Toll Brothers in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 245 increasing their positions, 245 reducing their positions, and 71 closing their positions.
92% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 71
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
33% more capital invested
Capital invested by funds: $10.3B → $13.7B (+$3.42B)
9% more funds holding
Funds holding: 659 → 718 (+59)
0.92% more ownership
Funds ownership: 86.95% → 87.87% (+0.92%)
0% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 245
17% less call options, than puts
Call options by funds: $294M | Put options by funds: $355M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$97.9M |
| 3 |
BlackRock
New York
|
+$90.2M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
+$52.7M |
| 5 |
CS
Cannell & Spears
New York
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$281M |
| 2 |
JP Morgan Chase
New York
|
-$111M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$108M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$94.5M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$82.9M |
TOL Hedge Fund Activity: Q3 2024 in Review
718 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2024, worth a combined $13.7B — up 33% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new TOL positions and 71 closed out — a net gain of 65 holders — while 245 added to existing stakes and 245 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Pacer Advisors, cutting an estimated $281M.
- 718 institutional investors held Toll Brothers (TOL) as of Q3 2024, up from 659 in Q2 2024.
- Funds reported $13.7B of Toll Brothers stock for Q3 2024, up 33% quarter-over-quarter.
- 136 funds opened new Toll Brothers positions in Q3 2024 and 71 closed out, a net change of +65 holders.
- The largest Toll Brothers buyer in Q3 2024 was Fidelity Investments, an estimated $142M added.
- The largest Toll Brothers seller in Q3 2024 was Pacer Advisors, an estimated $281M sold.
Based on aggregated 13F filings for Q3 2024.