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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
LPL Financial
276
LPL Financial
California
$495K +$64.2K +3,253 +14%
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$481K +$279K +14,149 +129%
SCM
278
Shelton Capital Management
Colorado
$472K
KBC Group
279
KBC Group
Belgium
$466K
MAM
280
Meeder Asset Management
Ohio
$464K +$477K +24,172 New
GC
281
Globeflex Capital
California
$446K +$187K +9,461 +69%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$444K -$24.3K -1,229 -5%
CGT
283
Capital Guardian Trust
California
$442K
WBC
284
Westpac Banking Corp
Australia
$426K
US Bancorp
285
US Bancorp
Minnesota
$415K -$2.69K -136 -0.6%
WC
286
Walthausen & Co
New York
$409K
OA
287
OFI Advisors
Pennsylvania
$402K +$5.35K +271 +1%
CLOS
288
Compagnie Lombard Odier SCmA
Switzerland
$401K -$53.7K -2,721 -12%
PI
289
PineBridge Investments
New York
$395K -$9.05M -458,275 -96%
GCP
290
GSA Capital Partners
United Kingdom
$393K -$807K -40,871 -67%
KeyBank National Association
291
KeyBank National Association
Ohio
$389K +$30.7K +1,557 +8%
DADC
292
D.A. Davidson & Co
Montana
$385K +$286K +14,500 +257%
FA
293
Fagan Associates
New York
$384K +$395K +20,000 New
IA
294
Icon Advisers
Colorado
$384K +$395K +20,000 New
RFS
295
Rockefeller Financial Services
New York
$369K
VAM
296
Visium Asset Management
New York
$359K -$238K -12,040 -39%
SIM
297
Sentry Investment Management
Wisconsin
$353K
NG
298
NatWest Group
United Kingdom
$347K -$801K -40,561 -69%
APFBOT
299
Amica Pension Fund Board of Trustees
Rhode Island
$341K
Rafferty Asset Management
300
Rafferty Asset Management
New York
$327K +$337K +17,043 New

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.