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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
QI
276
QS Investors
New York
$428K
CGT
277
Capital Guardian Trust
California
$423K
GCA
278
Greenwood Capital Associates
South Carolina
$418K -$21.8K -1,150 -5%
Stifel Financial
279
Stifel Financial
Missouri
$415K -$230K -12,122 -35%
M&T Bank
280
M&T Bank
New York
$414K -$23.4K -1,231 -5%
DVM
281
Dreman Value Management
Florida
$399K +$364K +19,148 +753%
FVCM
282
F&V Capital Management
Florida
$398K +$3.8K +200 +0.9%
KRS
283
Kentucky Retirement Systems
Kentucky
$397K -$88.5K -4,662 -18%
GCP
284
GSA Capital Partners
United Kingdom
$393K +$406K +21,372 New
GHCM
285
Glen Harbor Capital Management
California
$393K +$406K +21,392 New
WBC
286
Westpac Banking Corp
Australia
$387K
FA
287
FDx Advisors
Illinois
$383K -$217K -11,436 -35%
GIA
288
Gateway Investment Advisers
Ohio
$378K -$23.1K -1,214 -6%
MYAM
289
Meiji Yasuda Asset Management
Japan
$377K +$76K +4,000 +24%
CWM
290
CIBC World Markets
New York
$375K +$387K +20,377 New
N
291
Nuveen
North Carolina
$374K -$4.98K -262 -1%
CG
292
Cutler Group
California
$373K +$65.4K +3,446 +20%
AI
293
Atria Investments
North Carolina
$371K +$47.2K +2,487 +14%
RHBC
294
R.H. Bluestein & Co
Michigan
$368K
SS
295
Simplicity Solutions
Minnesota
$361K +$373K +19,615 New
SAM
296
Shell Asset Management
Netherlands
$360K +$18K +950 +5%
MYLI
297
Meiji Yasuda Life Insurance
Japan
$349K +$85.3K +4,490 +31%
CRC
298
Curi RMB Capital
Illinois
$349K +$361K +19,000 New
Creative Planning
299
Creative Planning
Kansas
$345K -$67.4K -3,548 -16%
LSERS
300
Louisiana State Employees Retirement System
Louisiana
$344K -$19K -1,000 -5%

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.