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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
American Century Companies
201
American Century Companies
Missouri
$1.43M +$165K +2,562 +15%
CGH
202
Crossmark Global Holdings
Texas
$1.41M +$591K +9,190 +90%
PIG
203
Pantheon Investment Group
California
$1.4M -$134K -2,092 -10%
APG Asset Management
204
APG Asset Management
Netherlands
$1.39M +$501K +7,800 +56%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$1.38M -$145K -2,249 -11%
NMIMC
206
Northwestern Mutual Investment Management Company
Wisconsin
$1.37M -$12.3K -192 -1%
PTC
207
Philadelphia Trust Company
Pennsylvania
$1.36M -$17K -265 -1%
RIM
208
Redwood Investment Management
Arizona
$1.35M -$274K -4,271 -19%
SO
209
STRS Ohio
Ohio
$1.31M -$214K -3,323 -16%
TCM
210
Teza Capital Management
Illinois
$1.3M +$814K +12,672 +242%
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$1.29M +$48.8K +759 +4%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$1.29M +$72.6K +1,130 +7%
PP
213
Paloma Partners
Connecticut
$1.26M +$1.12M +17,387 New
VI
214
Versor Investments
New York
$1.25M +$386K +6,013 +53%
X
215
Xponance
Pennsylvania
$1.24M -$44.5K -692 -4%
CIC
216
Cornercap Investment Counsel
Georgia
$1.23M +$426K +6,631 +64%
SLI
217
Sumitomo Life Insurance
Japan
$1.21M -$37.3K -581 -3%
TRSOTSOK
218
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M
SOADOR
219
State of Alaska Department of Revenue
Alaska
$1.2M -$80K -1,245 -7%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$1.18M
GT
221
Glenmede Trust
Pennsylvania
$1.18M +$1.05M +16,271 New
CW
222
Connectus Wealth
Ohio
$1.18M +$1.04M +16,238 New
HPC
223
HM Payson & Co
Maine
$1.16M -$51.4K -800 -5%
Natixis Advisors
224
Natixis Advisors
Massachusetts
$1.15M +$1.02M +15,906 New
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$1.15M +$284K +4,422 +39%

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.