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Toll Brothers

412 hedge funds and large institutions have $4.66B invested in Toll Brothers in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 164 increasing their positions, 123 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-39
Holders Change %
-8.65%
% of All Funds
6.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
69
Increased
164
Reduced
123
Closed
102
Calls
$50.8M
Puts
$94.2M
Net Calls
-$43.4M
Net Calls Change
-$47.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
376
Prestige Wealth Management Group
New Jersey
$9K
GIA
377
GHP Investment Advisors
Colorado
$9K +$9K +194 New
MCC
378
Money Concepts Capital
Florida
$9K +$9K +199 New
ACA
379
Atlas Capital Advisors
Wyoming
$7.99K
AF
380
Allworth Financial
California
$7K +$1.46K +31 +26%
KA
381
Kozak & Associates
Colorado
$6K
RCM
382
Raleigh Capital Management
North Carolina
$6K +$6K +122 New
LAS
383
Lloyd Advisory Services
Georgia
$6K +$6K +138 New
ZB
384
Zions Bancorporation
Utah
$5K
JWM
385
Janiczek Wealth Management
Colorado
$5K
TSWM
386
Tyler-Stone Wealth Management
Ohio
$5K
ST
387
Smithfield Trust
Pennsylvania
$5K
GWM
388
Geneos Wealth Management
Colorado
$5K +$327 +7 +7%
TFS
389
TrustCore Financial Services
Tennessee
$5K +$5K +100 New
HIA
390
Harbor Investment Advisory
Maryland
$4K
IFAM
391
Institutional & Family Asset Management
Colorado
$4K +$1.61K +31 +67%
TFGT
392
TS Financial Group (TSFG)
Illinois
$4K +$2.05K +42 +105%
CFO
393
CVA Family Office
Colorado
$3K -$6.23K -135 -68%
SWM
394
Sugarloaf Wealth Management
Georgia
$3K
EARNEST Partners
395
EARNEST Partners
Georgia
$3K
Lazard Asset Management
396
Lazard Asset Management
New York
$2K -$38.6K -1,043 -95%
GLLW
397
Graves Light Lenhart Wealth
Virginia
$2K
LPWM
398
Lake Point Wealth Management
Texas
$2K
JWA
399
JFS Wealth Advisors
Pennsylvania
$2K +$279 +6 +16%
FMP
400
Financial Management Professionals
Texas
$2K +$1.03K +19 +106%