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Toll Brothers

453 hedge funds and large institutions have $7.5B invested in Toll Brothers in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 48

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $5.8B → $7.5B (+$1.7B)

12% more funds holding

Funds holding: 405453 (+48)

8% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 135

3% more call options, than puts

Call options by funds: $134M | Put options by funds: $129M

0.03% more ownership

Funds ownership: 86.23%86.26% (+0.03%)

Holders
453
Holders Change
+48
Holders Change %
+11.85%
% of All Funds
6.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
102
Increased
146
Reduced
135
Closed
48
Calls
$134M
Puts
$129M
Net Calls
+$4.32M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$764K +$679K +10,563 New
CT
252
Chicago Trust
Illinois
$760K +$33.7K +525 +5%
SAM
253
Securian Asset Management
Minnesota
$740K -$6.43K -100 -1%
SAM
254
Shell Asset Management
Netherlands
$738K +$2.96K +46 +0.5%
DCM
255
Dupont Capital Management
Delaware
$713K +$633K +9,853 New
AG
256
Algert Global
California
$711K -$65.6K -1,020 -9%
HIM
257
Hillsdale Investment Management
Ontario, Canada
$709K +$630K +9,800 New
NERM
258
New England Research & Management
Illinois
$691K +$362K +5,625 +143%
RWA
259
River Wealth Advisors
Pennsylvania
$688K
LCM
260
Lattice Capital Management
Washington
$684K +$608K +9,454 New
WSFS
261
Wilmington Savings Fund Society
Delaware
$656K
JCIA
262
Jackson Creek Investment Advisors
Colorado
$653K -$3.54K -55 -0.6%
BAM
263
Byrne Asset Management
New Jersey
$634K +$563K +8,765 New
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$623K
VAS
265
Vestmark Advisory Solutions
Massachusetts
$621K +$33.4K +519 +6%
SAM
266
Storebrand Asset Management
Norway
$618K
BC
267
Burney Company
Virginia
$614K -$12.9K -200 -2%
US Bancorp
268
US Bancorp
Minnesota
$602K +$70.1K +1,090 +15%
LAM
269
Lingohr Asset Management
Germany
$591K -$11.1K -172 -2%
ASN
270
Advisory Services Network
Georgia
$588K +$44.5K +693 +9%
SP
271
Symmetry Partners
Connecticut
$582K -$1.03M -15,967 -67%
HF
272
HRT Financial
New York
$574K +$510K +7,935 New
E
273
Ergoteles
New York
$566K +$503K +7,823 New
EVM
274
Eaton Vance Management
Massachusetts
$550K +$4.5K +70 +0.9%
Cambridge Investment Research Advisors
275
Cambridge Investment Research Advisors
Iowa
$544K -$36.8K -573 -7%

TOL Hedge Fund Activity: Q4 2021 in Review

453 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2021, worth a combined $7.5B — up 29% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new TOL positions and 48 closed out — a net gain of 54 holders — while 146 added to existing stakes and 135 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.7M. The largest seller was Capital World Investors, cutting an estimated $95.9M.

  • 453 institutional investors held Toll Brothers (TOL) as of Q4 2021, up from 405 in Q3 2021.
  • Funds reported $7.5B of Toll Brothers stock for Q4 2021, up 29% quarter-over-quarter.
  • 102 funds opened new Toll Brothers positions in Q4 2021 and 48 closed out, a net change of +54 holders.
  • The largest Toll Brothers buyer in Q4 2021 was Morgan Stanley, an estimated $69.7M added.
  • The largest Toll Brothers seller in Q4 2021 was Capital World Investors, an estimated $95.9M sold.

Based on aggregated 13F filings for Q4 2021.