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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
LG
101
Leuthold Group
Minnesota
$6.49M -$132K -2,060 -2%
PI
102
PEAK6 Investments
Illinois
$6.46M +$4.98M +77,562 +662%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$6.09M -$797K -12,400 -13%
AB
104
Amalgamated Bank
New York
$6.01M -$988K -15,381 -16%
TPSF
105
Texas Permanent School Fund
Texas
$6M -$189K -2,939 -3%
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$5.91M +$2.36M +36,702 +82%
DHFB
107
Dixon Hubard Feinour & Brown
Virginia
$5.85M +$62.1K +966 +1%
GH
108
GAM Holding
Switzerland
$5.8M -$69.8K -1,086 -1%
Fisher Asset Management
109
Fisher Asset Management
Washington
$5.71M -$1.25M -19,391 -20%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$5.6M +$1.64M +25,466 +49%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$5.6M +$2.34M +36,418 +89%
ACM
112
AlphaCrest Capital Management
New York
$5.58M +$3.36M +52,289 +211%
CM
113
Churchill Management
California
$5.45M +$4.84M +75,269 New
Osaic Holdings
114
Osaic Holdings
Arizona
$5.43M +$3.83M +59,547 +385%
Voloridge Investment Management
115
Voloridge Investment Management
Florida
$5.09M +$4.26M +66,363 +1,671%
Squarepoint
116
Squarepoint
New York
$5.08M +$4.51M +70,101 New
SL
117
SIB LLC
New York
$5.02M
CA
118
Capitolis Advisors
New York
$4.96M
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$4.89M
Comerica Bank
120
Comerica Bank
Texas
$4.77M +$395K +6,145 +8%
ZIM
121
Zacks Investment Management
Illinois
$4.74M +$239K +3,717 +6%
YCM
122
Yousif Capital Management
Michigan
$4.62M +$4.1M +63,749 New
Russell Investments Group
123
Russell Investments Group
United Kingdom
$4.52M +$2.25M +35,016 +128%
Marshall Wace
124
Marshall Wace
United Kingdom
$4.49M +$3.99M +62,074 New
PC
125
PointState Capital
New York
$4.45M +$3.95M +61,445 New

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.