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Pultegroup

410 hedge funds and large institutions have $5.86B invested in Pultegroup in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 125 increasing their positions, 152 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

5% more funds holding

Funds holding: 390410 (+20)

2.83% less ownership

Funds ownership: 83.03%80.2% (-2.8%)

9% less capital invested

Capital invested by funds: $6.46B → $5.86B (-$606M)

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

29% less call options, than puts

Call options by funds: $109M | Put options by funds: $153M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
410
Holders Change
+20
Holders Change %
+5.13%
% of All Funds
11.84%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
73
Increased
125
Reduced
152
Closed
47
Calls
$109M
Puts
$153M
Net Calls
-$44.3M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
226
Banque Pictet & Cie
Switzerland
$925K -$766K -38,800 -45%
PI
227
Placemark Investments
Illinois
$916K -$245K -12,426 -21%
SL
228
SIB LLC
New York
$902K
WAM
229
World Asset Management
Michigan
$878K -$130K -6,586 -13%
NMERB
230
New Mexico Educational Retirement Board
New Mexico
$865K +$890K +45,088 New
NCM
231
Noesis Capital Mangement
Florida
$826K +$7.33K +371 +0.9%
SGH
232
Schonfeld Group Holdings
New York
$795K +$591K +29,928 +260%
NCM
233
Newland Capital Management
New York
$768K -$395K -20,000 -33%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$756K +$6.08K +308 +0.8%
SMDAM
235
Sumitomo Mitsui DS Asset Management
Japan
$755K -$11.1K -564 -1%
PMG
236
ProVise Management Group
Florida
$749K +$25.7K +1,300 +3%
MOACM
237
Mutual of America Capital Management
New York
$728K +$25.5K +1,293 +4%
CAM
238
CG Asset Management
New York
$720K +$741K +37,500 New
JHIU
239
Janus Henderson Investors US
Colorado
$718K +$369K +18,700 +100%
DDPIC
240
Deroy & Devereaux Private Investment Counsel
Michigan
$706K +$79K +4,000 +12%
SSWM
241
Smith Salley Wealth Management
North Carolina
$699K
ERSOT
242
Employees Retirement System of Texas
Texas
$691K -$296K -15,000 -29%
OSNBOA
243
Old Second National Bank of Aurora
Illinois
$682K +$702K +35,563 New
CAM
244
Capstone Asset Management
Texas
$677K -$89.7K -4,540 -11%
SC
245
Scotia Capital
Ontario, Canada
$673K +$693K +35,091 New
GIA
246
Gateway Investment Advisers
Ohio
$672K -$25.9K -1,310 -4%
Nomura Asset Management
247
Nomura Asset Management
Japan
$670K -$109K -5,500 -14%
AMI
248
Amica Mutual Insurance
Rhode Island
$669K
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$666K -$5.92K -300 -0.9%
Nordea Investment Management
250
Nordea Investment Management
Sweden
$653K +$17.8K +900 +3%

PHM Hedge Fund Activity: Q1 2014 in Review

410 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2014, worth a combined $5.86B — down 9.4% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PHM positions and 47 closed out — a net gain of 26 holders — while 125 added to existing stakes and 152 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $98.7M. The largest seller was AllianceBernstein, cutting an estimated $167M.

  • 410 institutional investors held Pultegroup (PHM) as of Q1 2014, up from 390 in Q4 2013.
  • Funds reported $5.86B of Pultegroup stock for Q1 2014, down 9.4% quarter-over-quarter.
  • 73 funds opened new Pultegroup positions in Q1 2014 and 47 closed out, a net change of +26 holders.
  • The largest Pultegroup buyer in Q1 2014 was Capital World Investors, an estimated $98.7M added.
  • The largest Pultegroup seller in Q1 2014 was AllianceBernstein, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2014.