We are live on ! Find out more
TOL icon

Toll Brothers

383 hedge funds and large institutions have $3.99B invested in Toll Brothers in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 94 increasing their positions, 160 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 63

1.63% less ownership

Funds ownership: 85.33%83.69% (-1.6%)

2% less funds holding

Funds holding: 392383 (-9)

9% less capital invested

Capital invested by funds: $4.38B → $3.99B (-$393M)

38% less call options, than puts

Call options by funds: $54.6M | Put options by funds: $87.7M

41% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 160

Holders
383
Holders Change
-9
Holders Change %
-2.3%
% of All Funds
6.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
59
Increased
94
Reduced
160
Closed
63
Calls
$54.6M
Puts
$87.7M
Net Calls
-$33.1M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$491M -$2.88M -62,218 -0.5%
BlackRock
2
BlackRock
New York
$443M -$20.1M -434,400 -4%
GA
3
Greenhaven Associates
New York
$225M +$88.1K +1,900 +0%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$200M +$2.15M +46,411 +1%
Capital International Investors
5
Capital International Investors
California
$187M +$77.6M +1,674,750 +60%
State Street
6
State Street
Massachusetts
$155M -$5.72M -123,358 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$154M -$13.9M -299,302 -8%
Capital World Investors
8
Capital World Investors
California
$136M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$127M +$3.62M +78,109 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$85.2M -$36.6M -790,284 -28%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$75.4M +$354K +7,628 +0.4%
Holocene Advisors
12
Holocene Advisors
New York
$73.8M +$33.4M +719,645 +69%
LSV Asset Management
13
LSV Asset Management
Illinois
$70.7M +$5.29M +114,100 +7%
CVA
14
Ceredex Value Advisors
Florida
$69.9M +$39.8M +857,481 +106%
AQR Capital Management
15
AQR Capital Management
Connecticut
$62.7M -$4.18M -90,142 -6%
Goldman Sachs
16
Goldman Sachs
New York
$62.4M -$15.4M -332,075 -18%
Los Angeles Capital Management
17
Los Angeles Capital Management
California
$58.9M -$19.8M -427,730 -23%
SCA
18
Southpoint Capital Advisors
New York
$54.6M -$4.64M -100,000 -7%
Ameriprise
19
Ameriprise
Minnesota
$45.3M -$4.87M -105,046 -9%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$44.5M +$518K +11,171 +1%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$44.4M +$48.6M +1,049,131 +11,994%
Norges Bank
22
Norges Bank
Norway
$43.2M +$1M +21,649 +2%
Morgan Stanley
23
Morgan Stanley
New York
$38.3M -$5.9M -127,252 -12%
Millennium Management
24
Millennium Management
New York
$35M +$24.4M +526,851 +172%
Northern Trust
25
Northern Trust
Illinois
$34.8M -$1.27M -27,313 -3%

TOL Hedge Fund Activity: Q3 2022 in Review

383 of the 5,805 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 59 opened new positions — a net loss of 4 holders — while 160 trimmed existing stakes and 94 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.

  • 383 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.
  • 59 funds opened new Toll Brothers positions in Q3 2022 and 63 closed out, a net change of -4 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.