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Toll Brothers
TOL

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: 3 → 4 (+1)

11% more funds holding

Funds holding: 383 → 427 (+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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$136M
2
Millennium Management
Millennium Management
New York
+$104M
3
Renaissance Technologies
Renaissance Technologies
New York
+$41.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$34.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$34.2M

Top Sellers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
-$32.3M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$21.5M
3
Holocene Advisors
Holocene Advisors
New York
-$19.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.8M
5
PAM
Panagora Asset Management
Massachusetts
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jennison Associates
26
Jennison Associates
New York
$40.5M +$3.29M +71,461 +10%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$39.9M +$34.6M +753,380 +1,628%
Barclays
28
Barclays
United Kingdom
$38.9M +$5M +108,664 +16%
Citadel Advisors
29
Citadel Advisors
Florida
$37.7M +$34.2M +743,151 +6,120%
Charles Schwab
30
Charles Schwab
California
$36.3M +$1.42M +30,956 +4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$35.8M -$15.8M -342,907 -32%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$34.9M -$32.3M -702,896 -50%
OCM
33
Oaktree Capital Management
California
$29.8M – – –
PAMS
34
Pictet Asset Management (Switzerland)
Switzerland
$27.9M -$5.45M -118,607 -18%
Invesco
35
Invesco
Georgia
$26.8M +$6.01M +130,653 +32%
Bank of America
36
Bank of America
North Carolina
$26.4M +$2.19M +47,695 +10%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$21.9M +$2.45M +53,200 +14%
Principal Financial Group
38
Principal Financial Group
Iowa
$20.8M -$90.3K -1,963 -0.5%
First Trust Advisors
39
First Trust Advisors
Illinois
$20.5M -$637K -13,860 -3%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$19M +$16.9M +366,661 +2,639%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$16.6M +$2.23M +48,483 +17%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$16.4M +$7.31M +158,877 +93%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$16.2M +$394K +8,575 +3%
CSS
44
Cubist Systematic Strategies
Connecticut
$15.7M +$9.32M +202,726 +181%
Macquarie Group
45
Macquarie Group
Australia
$15.2M -$610K -13,257 -4%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$15.1M -$49.3K -1,073 -0.4%
Fisher Asset Management
47
Fisher Asset Management
Washington
$14.9M +$1.77M +38,544 +15%
TI
48
Trexquant Investment
Connecticut
$14.5M +$10.3M +223,214 +334%
RMDI
49
R.M. Davis Inc
Maine
$14.1M -$24K -521 -0.2%
Legal & General Group
50
Legal & General Group
United Kingdom
$14M +$116K +2,526 +0.9%
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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.