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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
LC
351
Lindbrook Capital
California
$47.4K +$1.52K +33 +4%
PTC
352
Private Trust Company
Ohio
$47K
QCG
353
Quadrant Capital Group
Ohio
$40.7K -$23.7K -515 -39%
National Bank of Canada
354
National Bank of Canada
Quebec, Canada
$38.9K -$18.4K -400 -34%
S
355
SignatureFD
Georgia
$37.5K -$4.69K -102 -12%
NA
356
NewEdge Advisors
Louisiana
$37.5K +$50.7K +1,102 New
GMA
357
Glassy Mountain Advisors
Maryland
$37.4K +$34.5K +750 New
FFA
358
Farther Finance Advisors
California
$35.5K +$32.7K +712 New
TWA
359
TCI Wealth Advisors
Arizona
$31.7K -$9.66K -210 -25%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$31K +$782 +17 +3%
PA
361
Parallel Advisors
California
$30.1K -$2.53K -55 -8%
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$29K -$31.1K -676 -53%
FSWA
363
Financial Synergies Wealth Advisors
Texas
$27.5K +$138 +3 +0.5%
TSW
364
Thompson Siegel & Walmsley
Virginia
$26K -$10.9M -236,920 -100%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$25K +$1.24K +27 +6%
IA
366
IFP Advisors
Florida
$25K -$57.9K -1,260 -85%
DMBA
367
Deseret Mutual Benefit Administrators
Utah
$25K -$2.07K -45 -8%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$24K +$6.35K +138 +40%
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.5K
SBL
370
Sargent Bickham Lagudis
Colorado
$22.4K
BTI
371
Blue Trust Inc
Georgia
$21K +$18.3K +398 +369%
TWC
372
TD Waterhouse Canada
Ontario, Canada
$20.2K
CT
373
Cambridge Trust
Massachusetts
$20K
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$19.3K
GWS
375
Glassman Wealth Services
Virginia
$19.3K

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.