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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
A
351
Astrantus
Cyprus
$221K +$196K +3,054 New
IA
352
IFP Advisors
Florida
$218K +$171K +2,662 +842%
AWAG
353
ARS Wealth Advisors Group
Florida
$217K +$193K +3,000 New
GI
354
GAMCO Investors
Connecticut
$217K +$193K +3,000 New
BCM
355
Brookstone Capital Management
Illinois
$216K +$212K +3,299 New
Simplex Trading
356
Simplex Trading
Illinois
$208K +$108K +1,682 +140%
JE
357
JMAC Enterprises
Pennsylvania
$203K +$235K +3,657 New
SWM
358
Selective Wealth Management
Virginia
$195K
HFM
359
Harvest Fund Management
China
$192K +$132K +2,057 +332%
TPCW
360
TD Private Client Wealth
New York
$186K -$11.8K -183 -7%
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$167K -$318K -4,954 -68%
SCA
362
Snowden Capital Advisors
New York
$167K +$149K +2,318 New
Toronto Dominion Bank
363
Toronto Dominion Bank
Ontario, Canada
$145K
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$139K +$123K +1,917 New
HI
365
Hoey Investments
Pennsylvania
$130K
HI
366
Harbour Investments
Wisconsin
$128K -$3.6K -56 -3%
NFSG
367
Newbridge Financial Services Group
Florida
$121K +$75.5K +1,175 +235%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$102K +$15.1K +235 +20%
Kayne Anderson Rudnick Investment Management
369
Kayne Anderson Rudnick Investment Management
California
$94K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
370
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$81K +$72K +1,120 New
Lazard Asset Management
371
Lazard Asset Management
New York
$79K +$70.5K +1,097 New
SIC
372
Salem Investment Counselors
North Carolina
$78K +$53.5K +833 +333%
SPIA
373
Steward Partners Investment Advisory
New York
$75K +$13.3K +207 +25%
HNB
374
Huntington National Bank
Ohio
$74K -$12.8K -199 -16%
AA
375
Ancora Advisors
Ohio
$72K

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.