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Pultegroup

552 hedge funds and large institutions have $6.63B invested in Pultegroup in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 231 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

6% more capital invested

Capital invested by funds: $6.26B → $6.63B (+$369M)

4% more funds holding

Funds holding: 530552 (+22)

1.29% less ownership

Funds ownership: 86.88%85.6% (-1.3%)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 231

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

52% less call options, than puts

Call options by funds: $38.7M | Put options by funds: $81.2M

Holders
552
Holders Change
+22
Holders Change %
+4.15%
% of All Funds
11.95%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
77
Increased
159
Reduced
231
Closed
49
Calls
$38.7M
Puts
$81.2M
Net Calls
-$42.5M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
276
Municipal Employees' Retirement System of Michigan
Michigan
$920K -$101K -3,700 -10%
HighTower Advisors
277
HighTower Advisors
Illinois
$916K +$126K +4,615 +16%
SB
278
Suntrust Banks
Georgia
$868K +$152K +5,576 +22%
CCM
279
Coldstream Capital Management
Washington
$868K +$847K +31,072 New
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$867K -$82.2K -3,017 -9%
O
281
OppenheimerFunds
New York
$855K -$27.3K -1,001 -3%
S
282
Seeyond
France
$849K +$219K +8,030 +36%
ECM
283
ETrade Capital Management
Virginia
$847K -$165K -6,071 -17%
B
284
BP
United Kingdom
$839K
OIA
285
Optimum Investment Advisors
Illinois
$835K -$158K -5,800 -16%
SL
286
SIB LLC
New York
$812K
HIMCH
287
Hartford Investment Management Co (HIMCO)
Connecticut
$802K -$169K -6,201 -18%
CS
288
Candriam SCA
Luxembourg
$794K -$3.34M -122,403 -81%
LTFS
289
Ladenburg Thalmann Financial Services
Florida
$773K -$11.6K -427 -2%
KPF
290
K2 Principal Fund
Ontario, Canada
$769K +$749K +27,500 New
NAM
291
Nissay Asset Management
Japan
$757K +$22.8K +836 +3%
ZCA
292
Zeke Capital Advisors
Pennsylvania
$747K +$728K +26,716 New
NFC
293
Northeast Financial Consultants
Connecticut
$736K
SC
294
SRB Corp
Massachusetts
$736K +$105K +3,840 +17%
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$729K +$28K +1,029 +4%
SAM
296
Securian Asset Management
Minnesota
$728K -$1.53K -56 -0.2%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$724K +$24.7K +908 +4%
FAAS
298
First Allied Advisory Services
California
$723K -$109K -3,986 -13%
KeyBank National Association
299
KeyBank National Association
Ohio
$723K +$433K +15,891 +160%
SEC
300
Seven Eight Capital
New York
$717K +$698K +25,632 New

PHM Hedge Fund Activity: Q1 2019 in Review

552 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2019, worth a combined $6.63B — up 5.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PHM positions and 49 closed out — a net gain of 28 holders — while 159 added to existing stakes and 231 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $100M. The largest seller was Fidelity International, cutting an estimated $246M.

  • 552 institutional investors held Pultegroup (PHM) as of Q1 2019, up from 530 in Q4 2018.
  • Funds reported $6.63B of Pultegroup stock for Q1 2019, up 5.9% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2019 and 49 closed out, a net change of +28 holders.
  • The largest Pultegroup buyer in Q1 2019 was Arrowstreet Capital, an estimated $100M added.
  • The largest Pultegroup seller in Q1 2019 was Fidelity International, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2019.