Toll Brothers
382 hedge funds and large institutions have $3.99B invested in Toll Brothers in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 161 reducing their positions, and 63 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 63
1.66% less ownership
Funds ownership: 85.33% → 83.67% (-1.7%)
3% less funds holding
Funds holding: 392 → 382 (-10)
9% less capital invested
Capital invested by funds: $4.38B → $3.99B (-$395M)
38% less call options, than puts
Call options by funds: $54.6M | Put options by funds: $87.7M
42% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$77.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$48.6M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$39.8M |
| 4 |
Holocene Advisors
New York
|
+$33.4M |
| 5 |
Millennium Management
New York
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$62.6M |
| 2 |
JCM
Junto Capital Management
New York
|
-$42.6M |
| 3 |
EC
Eminence Capital
New York
|
-$38.8M |
| 4 |
JP Morgan Chase
New York
|
-$36.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$36.3M |
TOL Hedge Fund Activity: Q3 2022 in Review
382 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q3 2022, worth a combined $3.99B — down 9% from $4.38B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of TOL and 58 opened new positions — a net loss of 5 holders — while 161 trimmed existing stakes and 93 added.
The largest buyer was Capital International Investors, adding an estimated $77.6M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $62.6M sold.
- 382 institutional investors held Toll Brothers (TOL) as of Q3 2022, down from 392 in Q2 2022.
- Funds reported $3.99B of Toll Brothers stock for Q3 2022, down 9% quarter-over-quarter.
- 58 funds opened new Toll Brothers positions in Q3 2022 and 63 closed out, a net change of -5 holders.
- The largest Toll Brothers buyer in Q3 2022 was Capital International Investors, an estimated $77.6M added.
- The largest Toll Brothers seller in Q3 2022 was ClearBridge Investments, an estimated $62.6M sold.
Based on aggregated 13F filings for Q3 2022.