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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
FCBT
301
First Citizens Bank & Trust
North Carolina
$378K -$2.83K -44 -0.8%
AMR
302
Asset Management Resources
Massachusetts
$376K +$334K +5,199 New
CC
303
Cannell & Co
New York
$375K -$12.9K -200 -4%
BCA
304
Biltmore Capital Advisors
New Jersey
$362K
LWM
305
Lyell Wealth Management
California
$362K
PL
306
Pluribus Labs
California
$360K +$320K +4,976 New
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$359K +$6.36K +99 +2%
AIL
308
AGF Investments LLC
Ontario, Canada
$358K +$318K +4,949 New
PCM
309
Prelude Capital Management
New York
$355K +$316K +4,910 New
PSUF
310
People's United Financial
Connecticut
$354K -$13K -202 -4%
WG
311
Winton Group
United Kingdom
$352K -$579K -9,003 -65%
HIIFS
312
Harel Insurance Investments & Financial Services
Israel
$348K +$235K +3,659 +305%
KFI
313
Key Financial Inc
Pennsylvania
$347K
CANY
314
Caxton Associates (New York)
New York
$345K +$306K +4,767 New
DM
315
Diker Management
New York
$341K +$129 +2 +0%
Verition Fund Management
316
Verition Fund Management
Connecticut
$332K +$7.58K +118 +3%
BCM
317
Bluefin Capital Management
New York
$326K -$32.1K -500 -10%
IAA
318
Independent Advisor Alliance
North Carolina
$324K +$1.67K +26 +0.6%
CFGS
319
Concourse Financial Group Securities
Alabama
$321K -$13.4K -208 -4%
NICM
320
Neo Ivy Capital Management
New York
$318K +$253K +3,940 +879%
GC
321
Guggenheim Capital
Illinois
$312K -$66.7K -1,038 -19%
HWAM
322
Hennion & Walsh Asset Management
New Jersey
$306K +$33K +514 +14%
GCM
323
Graham Capital Management
Connecticut
$306K +$272K +4,240 New
HIS
324
Harvest Investment Services
Illinois
$302K +$269K +4,182 New
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$290K

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.