Beazer Homes USA
BZH
136 hedge funds and large institutions have $375M invested in Beazer Homes USA in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
17% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 42
12% more capital invested
Capital invested by funds: $334M → $375M (+$41.1M)
7% more funds holding
Funds holding: 127 → 136 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.54% less ownership
Funds ownership: 86.55% → 84.01% (-2.5%)
79% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $57.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$21.2M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$6.53M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.29M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$3.72M |
| 5 |
MCM
Matarin Capital Management
New York
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$10.7M |
| 2 |
BCMNY
Buckingham Capital Management (New York)
New York
|
-$8.85M |
| 3 |
DP
DW Partners
New York
|
-$7.41M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.5M |
| 5 |
Goldman Sachs
New York
|
-$4.85M |
BZH Hedge Fund Activity: Q4 2016 in Review
136 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q4 2016, worth a combined $375M — up 12% from $334M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BZH positions and 13 closed out — a net gain of 10 holders — while 49 added to existing stakes and 42 trimmed.
The largest buyer was Numeric Investors, opening a new position worth an estimated $21.2M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $10.7M sold.
- 136 institutional investors held Beazer Homes USA (BZH) as of Q4 2016, up from 127 in Q3 2016.
- Funds reported $375M of Beazer Homes USA stock for Q4 2016, up 12% quarter-over-quarter.
- 23 funds opened new Beazer Homes USA positions in Q4 2016 and 13 closed out, a net change of +10 holders.
- The largest Beazer Homes USA buyer in Q4 2016 was Numeric Investors, an estimated $21.2M added.
- The largest Beazer Homes USA seller in Q4 2016 was OppenheimerFunds, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2016.