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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
Citadel Advisors
51
Citadel Advisors
Florida
$20.8M -$37.8M -588,780 -67%
SDIC
52
South Dakota Investment Council
South Dakota
$20M -$4.27M -66,420 -19%
Legal & General Group
53
Legal & General Group
United Kingdom
$19.5M +$320K +4,985 +2%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$18.8M +$14.8M +231,013 +800%
Swiss National Bank
55
Swiss National Bank
Switzerland
$18.7M -$32.1K -500 -0.2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$17.1M -$1.35M -20,973 -8%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$16.9M +$8.79M +136,700 +141%
Macquarie Group
58
Macquarie Group
Australia
$16.6M -$210K -3,274 -1%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$15.7M +$534K +8,314 +4%
DCM
60
Driehaus Capital Management
Illinois
$15.2M +$13.5M +209,389 New
AIG
61
American International Group
New York
$14M -$402K -6,257 -3%
UBS AM
62
UBS AM
Illinois
$13.7M -$1.86M -29,017 -13%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$13.6M +$10.6M +164,639 +713%
TSW
64
Thompson Siegel & Walmsley
Virginia
$12.9M -$3.31M -51,563 -22%
AllianceBernstein
65
AllianceBernstein
Tennessee
$12.9M -$247K -3,842 -2%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$12.6M -$18.1M -281,570 -62%
Citigroup
67
Citigroup
New York
$12.6M +$374K +5,815 +3%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$12.5M -$14.1M -219,249 -56%
Victory Capital Management
69
Victory Capital Management
Texas
$12.4M +$9.34M +145,382 +560%
CCM
70
Cobalt Capital Management
New Jersey
$12.3M +$3.53M +55,000 +48%
Amundi
71
Amundi
France
$12.3M -$239K -3,721 -2%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$12.2M -$47.1K -733 -0.4%
UBS Group
73
UBS Group
Switzerland
$12.1M -$278K -4,331 -3%
RA
74
Royce & Associates
New York
$11.7M -$546K -8,500 -5%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$11.6M -$2.12M -33,064 -17%

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.