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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
Charles Schwab
26
Charles Schwab
California
$47.6M +$949K +14,760 +2%
First Trust Advisors
27
First Trust Advisors
Illinois
$45.6M +$7.82M +121,697 +24%
WCM
28
Wedge Capital Management
North Carolina
$44M +$9M +140,027 +30%
SCA
29
Southpoint Capital Advisors
New York
$43.4M -$57.8M -900,000 -60%
IAM
30
Iridian Asset Management
Connecticut
$41.3M -$57.8M -899,291 -61%
Bank Julius Baer & Co
31
Bank Julius Baer & Co
Switzerland
$40.2M -$125K -1,938 -0.3%
Jennison Associates
32
Jennison Associates
New York
$39M +$2.5M +38,889 +8%
Prudential Financial
33
Prudential Financial
New Jersey
$34.9M +$15.9M +247,731 +106%
Barclays
34
Barclays
United Kingdom
$34.6M -$6.17M -96,010 -17%
Renaissance Technologies
35
Renaissance Technologies
New York
$32.6M +$28.9M +449,800 New
Principal Financial Group
36
Principal Financial Group
Iowa
$30.3M -$1.49M -23,174 -5%
AQR Capital Management
37
AQR Capital Management
Connecticut
$30.2M -$6.25M -97,290 -19%
RIG
38
Roosevelt Investment Group
New York
$28.5M +$275K +4,278 +1%
RMDI
39
R.M. Davis Inc
Maine
$28.5M -$56.9K -885 -0.2%
Two Sigma Investments
40
Two Sigma Investments
New York
$27.7M +$18.6M +289,192 +310%
BAMCO Inc
41
BAMCO Inc
New York
$24.5M -$1.33M -20,630 -6%
Boston Partners
42
Boston Partners
Massachusetts
$24.2M -$141K -2,190 -0.6%
Man Group
43
Man Group
United Kingdom
$24M +$17.3M +269,614 +436%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$22.7M +$10.5M +163,958 +109%
CSS
45
Cubist Systematic Strategies
Connecticut
$22.7M +$16.4M +254,929 +439%
N
46
Nuveen
North Carolina
$22.6M -$2.2M -34,271 -10%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$22.1M +$422K +6,559 +2%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$21.2M +$4.89M +76,127 +35%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$21.2M +$12.9M +201,474 +220%
PPA
50
Parametric Portfolio Associates
Washington
$21.1M +$1.28M +19,860 +7%

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.