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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
TFS
401
TrustCore Financial Services
Tennessee
$4.99K
SC
402
Schubert & Co
Texas
$4.99K +$2.81K +61 +156%
TFGT
403
TS Financial Group (TSFG)
Illinois
$4K
CAM
404
ClariVest Asset Management
California
$4K +$1.79K +39 +144%
Nomura Holdings
405
Nomura Holdings
Japan
$4K +$3.96K +86 New
RCM
406
Raleigh Capital Management
North Carolina
$3.99K -$92 -2 -2%
HWA
407
HHM Wealth Advisors
Tennessee
$3.74K
PFBT
408
Parkside Financial Bank & Trust
Missouri
$3.69K -$276 -6 -8%
SWM
409
Sugarloaf Wealth Management
Georgia
$3.44K
EARNEST Partners
410
EARNEST Partners
Georgia
$3.19K
AA
411
AlphaMark Advisors
Kentucky
$3K +$1.29K +28 +104%
LF
412
Lee Financial
Texas
$2.25K +$2.07K +45 New
RTL
413
Red Tortoise LLC
Georgia
$2.15K +$1.98K +43 New
SWA
414
Sutton Wealth Advisors
Florida
$1.65K
DI
415
Disciplined Investments
Oklahoma
$1.6K +$1.47K +32 New
SIS
416
Sound Income Strategies
Florida
$1.45K
AF
417
Advisornet Financial
Minnesota
$1.45K +$874 +19 +190%
MSCM
418
McElhenny Sheffield Capital Management
Texas
$1.2K +$1.1K +24 New
EWA
419
EverSource Wealth Advisors
Alabama
$998
SIC
420
SJS Investment Consulting
Ohio
$998 +$736 +16 +400%
TF
421
TimeScale Financial
Massachusetts
$966
IRC
422
Investors Research Corp
Georgia
$799
BHWM
423
Beaird Harris Wealth Management
Texas
$649 +$598 +13 New
AWM
424
Abound Wealth Management
Tennessee
$500
CHA
425
Carmichael Hill & Associates
Maryland
$449

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.