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Toll Brothers

427 hedge funds and large institutions have $6.7B invested in Toll Brothers in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 129 increasing their positions, 142 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 41

68% more capital invested

Capital invested by funds: $3.99B → $6.7B (+$2.71B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more funds holding

Funds holding: 383427 (+44)

8.96% more ownership

Funds ownership: 83.69%92.65% (+9%)

9% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 142

35% less call options, than puts

Call options by funds: $76.5M | Put options by funds: $118M

Holders
427
Holders Change
+44
Holders Change %
+11.49%
% of All Funds
6.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
91
Increased
129
Reduced
142
Closed
41
Calls
$76.5M
Puts
$118M
Net Calls
-$41.2M
Net Calls Change
-$8.1M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$704K +$30.5K +664 +5%
State of Wisconsin Investment Board
227
State of Wisconsin Investment Board
Wisconsin
$680K -$324K -7,039 -34%
Osaic Holdings
228
Osaic Holdings
Arizona
$674K -$426K -9,259 -41%
GTCM
229
Gyon Technologies Capital Management
New Jersey
$650K +$598K +13,013 New
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$636K -$64.4K -1,401 -10%
GC
231
Guggenheim Capital
Illinois
$627K +$578K +12,562 New
ICM
232
III Capital Management
Florida
$624K +$115K +2,500 +25%
CW
233
Connectus Wealth
Ohio
$612K -$120K -2,600 -17%
AAM
234
Advisors Asset Management
Colorado
$607K +$106K +2,302 +23%
GCP
235
GSA Capital Partners
United Kingdom
$599K +$77.1K +1,676 +16%
TSS
236
Two Sigma Securities
New York
$589K +$194K +4,218 +56%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$579K -$20.2K -439 -4%
FPA
238
First Pacific Advisors
California
$574K -$46K -1,000 -8%
CD
239
Chapin Davis
Maryland
$568K +$523K +11,383 New
USAA
240
United Services Automobile Association
Texas
$512K -$80.8K -1,757 -15%
VRS
241
Virginia Retirement Systems
Virginia
$494K +$143K +3,100 +46%
NMIMC
242
Northwestern Mutual Investment Management Company
Wisconsin
$487K -$262K -5,689 -37%
OAM
243
Oak Asset Management
California
$483K
SAM
244
Securian Asset Management
Minnesota
$482K -$4.6K -100 -1%
N
245
Numerai
California
$481K +$443K +9,628 New
LCM
246
Lattice Capital Management
Washington
$480K +$2.21K +48 +0.5%
PAM
247
Premier Asset Management
Illinois
$473K -$396K -8,605 -48%
NAG
248
Northstar Advisory Group
New Jersey
$471K +$434K +9,437 New
SGI
249
Summit Global Investments
Utah
$459K
PTC
250
Petrus Trust Company
Texas
$456K +$77.3K +1,680 +23%

TOL Hedge Fund Activity: Q4 2022 in Review

427 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2022, worth a combined $6.7B — up 68% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new TOL positions and 41 closed out — a net gain of 50 holders — while 129 added to existing stakes and 142 trimmed.

The largest buyer was Capital International Investors, adding an estimated $136M. The largest seller was Los Angeles Capital Management, cutting an estimated $32.3M.

  • 427 institutional investors held Toll Brothers (TOL) as of Q4 2022, up from 383 in Q3 2022.
  • Funds reported $6.7B of Toll Brothers stock for Q4 2022, up 68% quarter-over-quarter.
  • 91 funds opened new Toll Brothers positions in Q4 2022 and 41 closed out, a net change of +50 holders.
  • The largest Toll Brothers buyer in Q4 2022 was Capital International Investors, an estimated $136M added.
  • The largest Toll Brothers seller in Q4 2022 was Los Angeles Capital Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q4 2022.