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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
CCG
276
Ceeto Capital Group
Florida
$349K
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$343K +$276 +6 +0.1%
JIP
278
Jaffetilchin Investment Partners
Florida
$341K +$1.24K +27 +0.4%
BA
279
Bridgewater Associates
Connecticut
$341K -$464K -10,100 -60%
ProShare Advisors
280
ProShare Advisors
Maryland
$335K +$32.1K +697 +12%
ECM
281
EMC Capital Management
Texas
$335K +$41.3K +899 +15%
BLC
282
Brown, Lisle/Cummings
Rhode Island
$322K -$36.8K -800 -11%
CWM
283
Compass Wealth Management
Connecticut
$319K +$294K +6,395 New
PAM
284
Panagora Asset Management
Massachusetts
$315K -$15M -326,542 -98%
SPA
285
Sherbrooke Park Advisers
New York
$314K +$290K +6,300 New
JI
286
Jeereddi Investments
California
$311K
PP
287
Prudential plc
United Kingdom
$307K +$283K +6,145 New
QT
288
Quantamental Technologies
New York
$303K +$279K +6,068 New
CL
289
CSS LLC
Illinois
$300K -$92K -2,000 -25%
DCM
290
Dupont Capital Management
Delaware
$299K +$214K +4,643 +342%
CAN
291
Cetera Advisor Networks
California
$299K +$275K +5,989 New
OFW
292
Omnia Family Wealth
Florida
$298K
LWM
293
Lyell Wealth Management
California
$295K
SAM
294
Shell Asset Management
Netherlands
$292K -$54.7K -1,189 -17%
SRSA
295
S.R. Schill & Associates
Washington
$291K +$268K +5,834 New
DM
296
Diker Management
New York
$291K +$268K +5,821 New
ECA
297
Elevated Capital Advisors
Utah
$290K +$267K +5,816 New
AMR
298
Asset Management Resources
Massachusetts
$290K -$16.6K -362 -6%
Mariner
299
Mariner
Kansas
$286K +$264K +5,738 New
Verition Fund Management
300
Verition Fund Management
Connecticut
$277K -$211K -4,594 -45%

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.