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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
Federated Hermes
201
Federated Hermes
Pennsylvania
$947K -$140K -3,047 -14%
PCM
202
Penserra Capital Management
California
$922K +$259K +5,642 +44%
IHL
203
Investment House LLC
California
$917K -$673K -14,625 -44%
RA
204
RFG Advisory
Alabama
$908K -$70.4K -1,531 -9%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$903K -$26.6K -578 -3%
EGM
206
Engineers Gate Manager
New York
$884K +$212K +4,603 +35%
TRSOTSOK
207
Teachers Retirement System of the State of Kentucky
Kentucky
$878K – – –
Capital Fund Management (CFM)
208
Capital Fund Management (CFM)
France
$876K +$250K +5,444 +45%
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$864K – – –
I
210
InceptionR
California
$859K +$791K +17,201 New
BAM
211
Berkshire Asset Management
Pennsylvania
$831K +$766K +16,652 New
OF
212
Outfitter Financial
Maine
$820K +$7.82K +170 +1%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$818K -$39K -849 -5%
IMRF
214
Illinois Municipal Retirement Fund
Illinois
$803K – – –
BAM
215
Byrne Asset Management
New Jersey
$789K -$184 -4 -0%
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
$782K +$724K +15,747 New
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$768K – – –
BCM
218
Bayesian Capital Management
New York
$760K +$700K +15,227 New
Handelsbanken Fonder
219
Handelsbanken Fonder
Sweden
$759K – – –
PFT
220
Providence First Trust
Arizona
$759K – – –
PI
221
PEAK6 Investments
Illinois
$757K +$698K +15,170 New
SOADOR
222
State of Alaska Department of Revenue
Alaska
$740K – – –
SCP
223
Stamos Capital Partners
California
$734K -$1.53M -33,210 -69%
LPL Financial
224
LPL Financial
California
$728K -$175K -3,800 -21%
GLAM
225
Gardner Lewis Asset Management
Pennsylvania
$705K +$649K +14,115 New
7 8
9
10 11

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.