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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
KBC Group
326
KBC Group
Belgium
$145K -$213K -4,640 -62%
BAM
327
Belpointe Asset Management
Nevada
$132K +$121K +2,642 New
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$118K +$15.7K +342 +17%
ASN
329
Advisory Services Network
Georgia
$117K +$108K +2,351 New
MCM
330
Manchester Capital Management
Vermont
$104K
Toronto Dominion Bank
331
Toronto Dominion Bank
Ontario, Canada
$103K
C
332
Covestor
United Kingdom
$103K +$22K +479 +30%
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$101K -$47.6K -1,036 -34%
GC
334
Globeflex Capital
California
$95.6K
ETC
335
Exchange Traded Concepts
Oklahoma
$90.6K +$57.3K +1,245 +218%
HI
336
Harbour Investments
Wisconsin
$89.4K +$690 +15 +0.8%
QC
337
Quent Capital
New York
$88.1K -$3.36K -73 -4%
Point72 Asset Management
338
Point72 Asset Management
Connecticut
$79.9K +$73.6K +1,600 New
CIM
339
Chiron Investment Management
New York
$77.3K -$12.4M -269,698 -99%
LSA
340
Leonteq Securities AG
Switzerland
$70.5K -$16K -347 -20%
BBHC
341
Brown Brothers Harriman & Co
New York
$69.9K -$19.1K -416 -23%
Kayne Anderson Rudnick Investment Management
342
Kayne Anderson Rudnick Investment Management
California
$64.9K
Simplex Trading
343
Simplex Trading
Illinois
$59K
SIC
344
Salem Investment Counselors
North Carolina
$54.6K +$460 +10 +0.9%
HFM
345
Harvest Fund Management
China
$53K
GTAM
346
Global Trust Asset Management
Florida
$52.9K -$63.5K -1,380 -57%
Nomura Asset Management
347
Nomura Asset Management
Japan
$52.4K
IGWM
348
ICA Group Wealth Management
Colorado
$49.9K +$46K +1,000 New
AWM
349
Accurate Wealth Management
Florida
$49.7K +$42.4K +921 New
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$48.9K +$45.1K +980 New

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.