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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
FHA
426
First Horizon Advisors
Tennessee
$6K
NL
427
NVWM LLC
Pennsylvania
$6K
KA
428
Kozak & Associates
Colorado
$6K +$64 +1 +0.8%
EARNEST Partners
429
EARNEST Partners
Georgia
$5K
HIA
430
Harbor Investment Advisory
Maryland
$5K
SWM
431
Sugarloaf Wealth Management
Georgia
$5K
CFD
432
Creative Financial Designs
Indiana
$5K +$4.63K +72 New
DAM
433
Delta Asset Management
Tennessee
$4K
GLLW
434
Graves Light Lenhart Wealth
Virginia
$4K
LPWM
435
Lake Point Wealth Management
Texas
$4K
RPCONE
436
Retirement Planning Company of New England
Rhode Island
$4K +$4.24K +66 New
IFAM
437
Institutional & Family Asset Management
Colorado
$3K
TFGT
438
TS Financial Group (TSFG)
Illinois
$3K
JWA
439
JFS Wealth Advisors
Pennsylvania
$3K +$2.38K +37 New
CWS
440
Confluence Wealth Services
Pennsylvania
$3K +$3.21K +50 New
EWM
441
Edge Wealth Management
New York
$2K
SC
442
Schubert & Co
Texas
$2K +$1.48K +23 New
UB
443
UMB Bank
Missouri
$2K +$1.48K +23 New
MGIM
444
M&G Investment Management
United Kingdom
$1.67K +$1.49M +23,145 New
VRS
445
Virginia Retirement Systems
Virginia
$1.26K +$263K +4,100 +31%
BIA
446
Bell Investment Advisors
California
$1K
CAM
447
ClariVest Asset Management
California
$1K
FMP
448
Financial Management Professionals
Texas
$1K
PCG
449
Private Capital Group
Connecticut
$1K
TF
450
TimeScale Financial
Massachusetts
$1K

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.