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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
GWMIA
376
Global Wealth Management Investment Advisory
Florida
$69K -$177K -2,750 -74%
SOW
377
State of Wyoming
Wyoming
$63K -$45.4K -706 -45%
WTA
378
Washington Trust Advisors
Massachusetts
$58K +$51.4K +800 New
APA
379
American Portfolios Advisors
New York
$56.9K +$64 +1 +0.1%
BDWM
380
Brewin Dolphin Wealth Management
Ireland
$56K -$33.7K -525 -41%
S
381
SignatureFD
Georgia
$55K -$1.35K -21 -3%
FPS
382
Fieldpoint Private Securities
Connecticut
$52K +$321 +5 +0.7%
C
383
Covestor
United Kingdom
$49K +$43.6K +678 New
CT
384
Cambridge Trust
Massachusetts
$48K +$42.3K +658 New
PA
385
Parallel Advisors
California
$47K +$12.7K +198 +44%
JIR
386
James Investment Research
Ohio
$43K +$38K +592 New
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$42K +$5.33K +83 +17%
Allspring Global Investments
388
Allspring Global Investments
North Carolina
$40K +$35.7K +555 New
SWM
389
Spire Wealth Management
Virginia
$35K +$3.47K +54 +12%
LC
390
Lindbrook Capital
California
$34K +$16.1K +250 +111%
SBL
391
Sargent Bickham Lagudis
Colorado
$32K
SFM
392
Signet Financial Management
New Jersey
$31K +$27.3K +425 New
EIP
393
Ellis Investment Partners
Pennsylvania
$30K +$64 +1 +0.2%
SSB
394
Sandy Spring Bank
Maryland
$29K
CA
395
CoreCap Advisors
Michigan
$29K +$25.7K +400 New
GWS
396
Glassman Wealth Services
Virginia
$28K
PFBT
397
Parkside Financial Bank & Trust
Missouri
$27K -$1.86K -29 -7%
CAC
398
Cowen and Company
New York
$27K +$24.3K +378 New
ETC
399
Exchange Traded Concepts
Oklahoma
$26K -$10.6K -165 -32%
BWA
400
BDO Wealth Advisors
Florida
$25K

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.