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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
Federated Hermes
176
Federated Hermes
Pennsylvania
$1.9M +$164K +2,548 +11%
LS
177
Livforsakringsbolaget Skandia
Sweden
$1.9M
CHAM
178
Clear Harbor Asset Management
Connecticut
$1.84M +$20.6K +320 +1%
OTPPB
179
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.82M +$163K +2,535 +11%
ACP
180
Aviance Capital Partners
Florida
$1.8M -$171K -2,661 -10%
V
181
Veritable
Delaware
$1.79M -$20.2K -314 -1%
JF
182
Jump Financial
Illinois
$1.73M +$1.23M +19,117 +397%
MCA
183
Martin Capital Advisors
Texas
$1.73M +$1.54M +23,910 New
Robeco Institutional Asset Management
184
Robeco Institutional Asset Management
Netherlands
$1.69M
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$1.68M
Neuberger Berman Group
186
Neuberger Berman Group
New York
$1.67M +$582K +9,054 +57%
Janus Henderson Group
187
Janus Henderson Group
United Kingdom
$1.67M +$649K +10,101 +78%
NAM
188
NorthCrest Asset Manangement
Minnesota
$1.65M +$1.46M +22,750 New
MLICM
189
Metropolitan Life Insurance Company (MetLife)
New York
$1.63M -$48.1K -749 -3%
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$1.63M +$237K +3,686 +20%
AWM
191
Altium Wealth Management
New York
$1.53M +$65.9K +1,026 +5%
MCS
192
Metatron Capital SICAV
Malta
$1.51M +$1.34M +20,800 New
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$1.48M
URS
194
Utah Retirement Systems
Utah
$1.47M -$6.43K -100 -0.5%
FIM
195
Freedom Investment Management
Connecticut
$1.46M +$1.3M +20,167 New
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$1.46M -$4.69M -72,973 -78%
UAS
197
United Asset Strategies
New York
$1.45M +$1.29M +20,028 New
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$1.45M -$1.48M -23,000 -48%
HT
199
HAP Trading
New York
$1.45M +$209K +3,246 +19%
HighTower Advisors
200
HighTower Advisors
Illinois
$1.43M +$767K +11,929 +153%

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.