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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
126
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.8M +$1.26M +27,394 +96%
BFM
127
Boothbay Fund Management
New York
$2.69M -$927K -20,152 -27%
Comerica Bank
128
Comerica Bank
Texas
$2.68M -$60.7K -1,320 -3%
SSA
129
Schonfeld Strategic Advisors
New York
$2.65M -$4.79M -104,101 -66%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$2.57M +$1.77M +38,400 +293%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$2.57M – – –
APF
132
Alaska Permanent Fund
Alaska
$2.53M – – –
CP
133
Cumberland Partners
Ontario, Canada
$2.51M +$2.31M +50,200 New
Arrowstreet Capital
134
Arrowstreet Capital
Massachusetts
$2.38M +$2.19M +47,626 New
RJA
135
Raymond James & Associates
Florida
$2.37M -$172K -3,741 -7%
AG
136
Algert Global
California
$2.37M +$477K +10,366 +28%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.37M +$231K +5,019 +12%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$2.3M +$47.8K +1,040 +2%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$2.3M -$3.22K -70 -0.2%
AIMCA
140
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.26M – – –
GCM
141
Graham Capital Management
Connecticut
$2.21M +$2.04M +44,361 New
OTPPB
142
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.15M -$1.15M -24,992 -37%
BC
143
Burney Company
Virginia
$2.15M +$1.57M +34,180 +386%
CIBC World Market
144
CIBC World Market
Ontario, Canada
$2.11M +$128K +2,794 +7%
CWM
145
CIBC World Markets
New York
$2.1M +$1.93M +42,000 New
Man Group
146
Man Group
United Kingdom
$2.05M +$1.89M +41,085 New
T. Rowe Price Associates
147
T. Rowe Price Associates
Maryland
$2.04M -$47.4K -1,031 -2%
PRC
148
Pearl River Capital
Michigan
$2.01M +$1.85M +40,283 New
WMSA
149
Weiss Multi-Strategy Advisers
New York
$2M +$1.84M +40,012 New
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$1.98M -$608K -13,228 -25%
4 5
6
7 8

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.