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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
CIM
251
CIM Investment Management
Pennsylvania
$567K +$6.72K +354 +1%
MAM
252
Meeder Asset Management
Ohio
$566K -$22.7K -1,195 -4%
SF
253
Synovus Financial
Georgia
$552K -$72.8K -3,835 -11%
XK
254
Xact Kapitalforvaltning
Sweden
$551K
SAM
255
Securian Asset Management
Minnesota
$546K -$9.06K -477 -2%
USGIU
256
U.S. Global Investors (USGI)
Texas
$537K +$555K +29,200 New
KeyBank National Association
257
KeyBank National Association
Ohio
$535K -$230K -12,089 -29%
SL
258
SIB LLC
New York
$534K
MC
259
Moors & Cabot
Massachusetts
$533K +$10.5K +554 +2%
WAM
260
World Asset Management
Michigan
$521K -$56.9K -2,995 -10%
PAM
261
Panagora Asset Management
Massachusetts
$520K +$25.1K +1,319 +5%
CAM
262
CG Asset Management
New York
$511K -$34.7K -1,825 -6%
NI
263
Numeric Investors
Massachusetts
$504K +$520K +27,400 New
IRF
264
IBM Retirement Fund
New York
$503K -$96K -5,055 -16%
HJMC
265
Hellman Jordan Management Company
Massachusetts
$491K -$542K -28,530 -52%
ProShare Advisors
266
ProShare Advisors
Maryland
$489K +$94.2K +4,962 +23%
AW
267
Alpha Windward
Massachusetts
$487K +$82.2K +4,329 +20%
EP
268
Elkfork Partners
Oregon
$478K +$493K +25,976 New
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$463K -$12.9K -680 -3%
TIM
270
Thompson Investment Management
Wisconsin
$449K +$66.5K +3,500 +17%
AG
271
Advisor Group
Arizona
$447K -$85.2K -4,488 -16%
TG
272
TCW Group
California
$446K -$17.1K -900 -4%
GL
273
GLG LLC
New York
$439K +$28.9K +1,520 +7%
CS
274
Candriam SCA
Luxembourg
$438K +$38 +2 +0%
LMGAM
275
Liberty Mutual Group Asset Management
Massachusetts
$436K -$60.8K -3,202 -12%

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.