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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
MFW
326
Meristem Family Wealth
Minnesota
$290K
FTDI
327
First Trust Direct Indexing
Massachusetts
$286K -$25.5K -397 -9%
SC
328
Scotia Capital
Ontario, Canada
$286K +$16.8K +261 +7%
Cerity Partners
329
Cerity Partners
New York
$285K +$252K +3,927 New
Creative Planning
330
Creative Planning
Kansas
$282K +$4.5K +70 +2%
TRCT
331
Tower Research Capital (TRC)
New York
$280K -$992K -15,441 -80%
CB
332
Commerce Bank
Missouri
$276K +$11.6K +180 +5%
MMPW
333
Mitchell McLeod Pugh & Williams
Alabama
$273K
MC
334
Manteio Capital
New Jersey
$267K +$237K +3,684 New
FFM
335
Forum Financial Management
Illinois
$267K +$237K +3,691 New
BLC
336
Brown, Lisle/Cummings
Rhode Island
$266K +$236K +3,675 New
NA
337
Navellier & Associates
Nevada
$261K +$232K +3,609 New
BC
338
Bridgefront Capital
Texas
$259K +$230K +3,579 New
MWM
339
Modera Wealth Management
New Jersey
$257K +$228K +3,549 New
PCMC
340
Paragon Capital Management (Colorado)
Colorado
$251K +$222K +3,461 New
II
341
Inspire Investing
Idaho
$247K -$31.2K -486 -12%
M&T Bank
342
M&T Bank
New York
$246K +$218K +3,398 New
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$244K +$172K +2,673 +381%
P
344
Pitcairn
Pennsylvania
$242K +$215K +3,342 New
NFG
345
Next Financial Group
Texas
$241K +$73.6K +1,145 +52%
CCM
346
Coldstream Capital Management
Washington
$238K +$211K +3,288 New
MIH
347
Meitav Investment House
Israel
$238K +$212K +3,300 New
AT
348
Arden Trust
Delaware
$235K +$209K +3,252 New
BHB
349
Bank Hapoalim BM
Israel
$234K +$208K +3,235 New
KBC Group
350
KBC Group
Belgium
$221K

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.