We are live on ! Find out more
PHM icon

Pultegroup

426 hedge funds and large institutions have $5.16B invested in Pultegroup in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 122 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 57

3% more funds holding

Funds holding: 415426 (+11)

1.32% less ownership

Funds ownership: 86.11%84.78% (-1.3%)

12% less capital invested

Capital invested by funds: $5.85B → $5.16B (-$690M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 169

38% less call options, than puts

Call options by funds: $40.7M | Put options by funds: $65.6M

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
10.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
76
Increased
122
Reduced
169
Closed
57
Calls
$40.7M
Puts
$65.6M
Net Calls
-$24.9M
Net Calls Change
-$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
226
Nomura Asset Management
Japan
$697K +$32.3K +1,700 +5%
TRSOTSOK
227
Teachers Retirement System of the State of Kentucky
Kentucky
$695K
Tudor Investment Corp
228
Tudor Investment Corp
Connecticut
$691K +$331K +17,419 +86%
GCA
229
Gideon Capital Advisors
New York
$687K +$709K +37,332 New
ZIM
230
Zacks Investment Management
Illinois
$680K -$327K -17,229 -32%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$678K -$167K -8,767 -19%
LCM
232
Laurion Capital Management
New York
$678K -$108K -5,700 -13%
MOACM
233
Mutual of America Capital Management
New York
$674K +$70.2K +3,694 +11%
B
234
BP
United Kingdom
$662K
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$654K +$11.1K +587 +2%
SSWM
236
Smith Salley Wealth Management
North Carolina
$643K
Capital Fund Management (CFM)
237
Capital Fund Management (CFM)
France
$642K +$663K +34,922 New
AMI
238
Amica Mutual Insurance
Rhode Island
$641K
NMIMC
239
Northwestern Mutual Investment Management Company
Wisconsin
$628K +$68.1K +3,585 +12%
PAM
240
Princeton Alpha Management
New Jersey
$612K +$632K +33,271 New
OPERF
241
Oregon Public Employees Retirement Fund
Oregon
$605K +$1.59K +84 +0.3%
OC
242
Oppenheimer & Co
New York
$602K +$328K +17,284 +112%
QC
243
Quadrature Capital
United Kingdom
$587K +$606K +31,899 New
NMERB
244
New Mexico Educational Retirement Board
New Mexico
$586K
ACM
245
Argyle Capital Management
Pennsylvania
$586K +$368K +19,400 +155%
FP
246
FDO Partners
Massachusetts
$580K +$599K +31,549 New
MERSOM
247
Municipal Employees' Retirement System of Michigan
Michigan
$572K -$42.4K -2,230 -7%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$571K -$836 -44 -0.1%
P
249
Pitcairn
Pennsylvania
$570K +$26.5K +1,393 +5%
OSNBOA
250
Old Second National Bank of Aurora
Illinois
$568K -$138K -7,272 -19%

PHM Hedge Fund Activity: Q4 2016 in Review

426 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2016, worth a combined $5.16B — down 12% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PHM positions and 57 closed out — a net gain of 19 holders — while 122 added to existing stakes and 169 trimmed.

The largest buyer was Holowesko Partners, adding an estimated $37.4M. The largest seller was Boston Partners, cutting an estimated $189M.

  • 426 institutional investors held Pultegroup (PHM) as of Q4 2016, up from 415 in Q3 2016.
  • Funds reported $5.16B of Pultegroup stock for Q4 2016, down 12% quarter-over-quarter.
  • 76 funds opened new Pultegroup positions in Q4 2016 and 57 closed out, a net change of +19 holders.
  • The largest Pultegroup buyer in Q4 2016 was Holowesko Partners, an estimated $37.4M added.
  • The largest Pultegroup seller in Q4 2016 was Boston Partners, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2016.