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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
HAS
276
HBW Advisory Services
California
$538K -$8.68K -135 -2%
PP
277
Pacifica Partners
Canada
$538K
JAM
278
Jupiter Asset Management
United Kingdom
$532K +$476K +7,413 New
TFA
279
Toth Financial Advisory
Virginia
$509K -$122K -1,905 -21%
CCG
280
Ceeto Capital Group
Florida
$507K
IMRF
281
Illinois Municipal Retirement Fund
Illinois
$507K
MML Investors Services
282
MML Investors Services
Massachusetts
$507K +$578 +9 +0.1%
AA
283
AlphaMark Advisors
Kentucky
$505K +$1.48K +23 +0.3%
ATC
284
Argent Trust Co
Tennessee
$503K +$26.4K +411 +6%
SCM
285
Shelton Capital Management
Colorado
$450K
GAM
286
Gotham Asset Management
New York
$446K +$69.2K +1,077 +21%
CAN
287
Cetera Advisor Networks
California
$444K +$42.7K +665 +12%
PAM
288
Panagora Asset Management
Massachusetts
$442K -$335K -5,219 -46%
PA
289
Profund Advisors
Maryland
$439K -$7.2K -112 -2%
QC
290
Quent Capital
New York
$438K +$389K +6,052 New
OFW
291
Omnia Family Wealth
Florida
$432K
GP
292
Geneva Partners
Wisconsin
$422K +$375K +5,828 New
PP
293
Patten & Patten
Tennessee
$400K
WPW
294
Warther Private Wealth
Ohio
$400K +$18.1K +282 +5%
OTL
295
Oak Thistle LLC
New York
$399K +$354K +5,502 New
CFS
296
Capital Financial Services
New York
$398K
SSWM
297
Sheets Smith Wealth Management
North Carolina
$392K +$348K +5,422 New
CAM
298
Cresset Asset Management
Illinois
$388K +$344K +5,355 New
KAS
299
Kestra Advisory Services
Texas
$379K -$16.1K -251 -5%
FH
300
FWG Holdings
Florida
$379K +$87.4K +1,360 +26%

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.