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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
AWA
1
Arete Wealth Advisors
Illinois
$1.8B +$30.6M +665,829 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$584M -$450K -9,781 -0.1%
BlackRock
3
BlackRock
New York
$538M +$10.7M +232,221 +2%
Capital International Investors
4
Capital International Investors
California
$370M +$136M +2,952,931 +66%
GA
5
Greenhaven Associates
New York
$267M -$227K -4,934 -0.1%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$227M -$10.4M -226,896 -5%
State Street
7
State Street
Massachusetts
$182M -$2.03M -44,047 -1%
Capital World Investors
8
Capital World Investors
California
$162M – – –
Millennium Management
9
Millennium Management
New York
$155M +$104M +2,263,039 +272%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$150M -$992K -21,573 -0.7%
JP Morgan Chase
11
JP Morgan Chase
New York
$91.2M -$9.23M -200,682 -10%
AQR Capital Management
12
AQR Capital Management
Connecticut
$88.8M +$13M +282,656 +19%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$87.9M -$1.58M -34,392 -2%
CVA
14
Ceredex Value Advisors
Florida
$86.3M +$2.92M +63,456 +4%
LSV Asset Management
15
LSV Asset Management
Illinois
$83.4M -$590K -12,840 -0.8%
Goldman Sachs
16
Goldman Sachs
New York
$81.5M +$6.81M +148,143 +10%
Holocene Advisors
17
Holocene Advisors
New York
$66.5M -$19.5M -424,029 -24%
BAMCO Inc
18
BAMCO Inc
New York
$63.1M +$32.7M +710,826 +128%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$54.7M +$1.7M +36,901 +3%
Norges Bank
20
Norges Bank
Norway
$53.7M +$2.17M +47,232 +5%
SCA
21
Southpoint Capital Advisors
New York
$49.9M -$13.8M -300,000 -23%
Ameriprise
22
Ameriprise
Minnesota
$47.1M -$6.27M -136,408 -13%
Renaissance Technologies
23
Renaissance Technologies
New York
$45.2M +$41.6M +904,700 New
Morgan Stanley
24
Morgan Stanley
New York
$44.5M -$891K -19,366 -2%
Northern Trust
25
Northern Trust
Illinois
$40.9M -$350K -7,610 -0.9%
1
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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.