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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
V
176
Veritable
Delaware
$1.28M +$28K +608 +2%
Pacer Advisors
177
Pacer Advisors
Pennsylvania
$1.28M +$1.18M +25,588 New
WG
178
Winton Group
United Kingdom
$1.26M +$800K +17,402 +220%
BGDI
179
BW Gestao de Investimentos
Brazil
$1.25M -$3.45M -75,000 -75%
YIH
180
Y-Intercept (HK)
Hong Kong
$1.23M +$1.13M +24,559 New
CHAM
181
Clear Harbor Asset Management
Connecticut
$1.22M -$47.8K -1,040 -4%
RIA
182
Regal Investment Advisors
Michigan
$1.2M +$42.4K +921 +4%
TRCT
183
Tower Research Capital (TRC)
New York
$1.19M +$843K +18,323 +329%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$1.19M +$52.1K +1,134 +5%
CG
185
Colony Group
Massachusetts
$1.19M -$1.51M -32,911 -58%
BC
186
Brookfield Corp
Ontario, Canada
$1.19M -$7.25M -157,557 -87%
NAM
187
NorthCrest Asset Manangement
Minnesota
$1.19M +$25.8K +560 +2%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$1.18M +$59.3K +1,290 +6%
XT
189
XTX Topco
Cayman Islands
$1.16M +$1.07M +23,301 New
Sumitomo Mitsui Trust Group
190
Sumitomo Mitsui Trust Group
Japan
$1.09M -$29.2K -635 -3%
LS
191
Livforsakringsbolaget Skandia
Sweden
$1.09M – – –
ACP
192
Aviance Capital Partners
Florida
$1.09M +$43.2K +940 +5%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$1.06M -$210K -4,562 -18%
QC
194
Quadrature Capital
United Kingdom
$1.05M +$971K +21,124 New
VPIM
195
Vanguard Personalized Indexing Management
California
$1.02M +$194K +4,215 +26%
FRM
196
Fox Run Management
Connecticut
$973K +$440K +9,576 +97%
X
197
Xponance
Pennsylvania
$972K +$67.9K +1,477 +8%
MAM
198
Meeder Asset Management
Ohio
$960K +$851K +18,512 +2,593%
JSL
199
JT Stratford LLC
Georgia
$952K +$877K +19,080 New
URS
200
Utah Retirement Systems
Utah
$948K -$23K -500 -3%
6 7
8
9 10

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.