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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
WSFS
251
Wilmington Savings Fund Society
Delaware
$449K
NICM
252
Neo Ivy Capital Management
New York
$449K +$413K +8,988 New
EF
253
Empirical Finance
Pennsylvania
$447K +$2.85K +62 +0.7%
E
254
Ergoteles
New York
$443K +$408K +8,867 New
Wolverine Trading
255
Wolverine Trading
Illinois
$439K +$405K +8,799 New
HIM
256
Hillsdale Investment Management
Ontario, Canada
$432K -$55.2K -1,200 -12%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$429K +$396K +8,601 New
SAM
258
Storebrand Asset Management
Norway
$426K
MCI
259
MRP Capital Investments
Georgia
$412K +$379K +8,252 New
CGH
260
Crossmark Global Holdings
Texas
$411K -$32.5K -707 -8%
RWA
261
River Wealth Advisors
Pennsylvania
$409K -$3.59K -78 -0.9%
Cerity Partners
262
Cerity Partners
New York
$407K +$118K +2,556 +46%
Truist Financial
263
Truist Financial
North Carolina
$406K -$110K -2,396 -23%
WCM
264
Wedge Capital Management
North Carolina
$399K +$43.3K +942 +13%
AIM
265
Aigen Investment Management
New York
$394K +$363K +7,885 New
SG Americas Securities
266
SG Americas Securities
New York
$390K +$182K +3,964 +103%
IG
267
ING Group
Netherlands
$389K +$359K +7,800 New
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$389K -$5.33K -116 -1%
PMEF
269
Point72 Middle East FZE
United Arab Emirates
$387K +$357K +7,762 New
SEC
270
Seven Eight Capital
New York
$376K +$347K +7,541 New
CC
271
Corton Capital
Ontario, Canada
$375K +$346K +7,521 New
JFG
272
Jefferies Financial Group
New York
$371K +$341K +7,425 New
DU
273
Delphia (USA)
Ontario, Canada
$369K +$340K +7,385 New
PI
274
PineBridge Investments
New York
$355K +$136K +2,966 +72%
CIA
275
Cascade Investment Advisors
Oregon
$354K +$25.3K +550 +8%

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.