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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
YIH
476
Y-Intercept (HK)
Hong Kong
-$202K -3,651 Closed
AS
477
Altshuler Shaham
Israel
-$115K -2,075 Closed
JCM
478
Jacobi Capital Management
Pennsylvania
-$97K -1,760 Closed
ED
479
Exane Derivatives
France
-$85.4K -1,545 Closed
CG
480
Cutler Group
California
-$55.7K -867 Closed
DMBA
481
Deseret Mutual Benefit Administrators
Utah
-$40K -729 Closed
DFCM
482
Dark Forest Capital Management
Puerto Rico
-$39K -701 Closed
MAM
483
Meeder Asset Management
Ohio
-$36K -659 Closed
HA
484
Herold Advisors
New York
-$33K -600 Closed
EI
485
Ellevest Inc
New York
-$32K -576 Closed
GRP
486
Global Retirement Partners
California
-$30K -550 Closed
IRC
487
Investors Research Corp
Georgia
-$28K -500 Closed
Koshinski Asset Management
488
Koshinski Asset Management
Illinois
-$26.6K -482 Closed
AWA
489
Arkadios Wealth Advisors
Georgia
-$14K -253 Closed
GSWM
490
Golden State Wealth Management
California
-$11K -200 Closed
PH
491
Pinnacle Holdings
Oklahoma
-$11.1K -200 Closed
Loomis, Sayles & Company
492
Loomis, Sayles & Company
Massachusetts
-$9K -162 Closed
PMFA
493
Plante Moran Financial Advisors
Michigan
-$8K -150 Closed
Parallax Volatility Advisers
494
Parallax Volatility Advisers
California
-$7K -123 Closed
KIG
495
Kowal Investment Group
Wisconsin
-$7K -120 Closed
TFS
496
TrustCore Financial Services
Tennessee
-$6K -100 Closed
VCM
497
Vigilant Capital Management
Maine
-$3K -50 Closed
RE
498
RBC Europe
United Kingdom
-$2.65K -48 Closed
RTL
499
Red Tortoise LLC
Georgia
-$2K -43 Closed
WPA
500
West Paces Advisors
Georgia
-$1.11K -20 Closed

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.