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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
SPIA
376
Steward Partners Investment Advisory
New York
$18.5K
MCC
377
Money Concepts Capital
Florida
$17.5K +$16.1K +350 New
BWA
378
BDO Wealth Advisors
Florida
$17.5K
USCWA
379
U.S. Capital Wealth Advisors
Texas
$16.7K +$15.4K +335 New
CTC
380
Central Trust Company
Missouri
$16K
AP
381
Advisors Preferred
Maryland
$14.4K +$13.1K +284 New
PWMG
382
Prestige Wealth Management Group
New Jersey
$12.8K +$2.62K +57 +29%
FCA
383
FinTrust Capital Advisors
South Carolina
$12.5K
EI
384
Ellevest Inc
New York
$11.8K +$2.81K +61 +35%
HCM
385
Hollencrest Capital Management
California
$10.7K +$9.89K +215 New
LS
386
Leelyn Smith
Illinois
$9.98K
QL
387
Quarry LP
New York
$9.09K +$8.37K +182 New
Allspring Global Investments
388
Allspring Global Investments
North Carolina
$8.19K -$302K -6,560 -98%
EC
389
Elequin Capital
New York
$6.89K +$6.35K +138 New
CFO
390
CVA Family Office
Colorado
$6.24K +$5.75K +125 New
AF
391
Allworth Financial
California
$6.23K +$138 +3 +2%
KA
392
Kozak & Associates
Colorado
$6K
SWM
393
Spire Wealth Management
Virginia
$6K +$920 +20 +20%
JWA
394
JFS Wealth Advisors
Pennsylvania
$5.49K +$1.47K +32 +41%
GRP
395
Global Retirement Partners
California
$5.29K +$276 +6 +6%
ZB
396
Zions Bancorporation
Utah
$5.19K
ACA
397
Atlas Capital Advisors
Wyoming
$5.19K
NFSG
398
Newbridge Financial Services Group
Florida
$5.04K -$4.6K -100 -50%
ST
399
Smithfield Trust
Pennsylvania
$5K
TSWM
400
Tyler-Stone Wealth Management
Ohio
$5K

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.