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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
TWI
301
Thomas White International
Illinois
$316K
Commonwealth Equity Services
302
Commonwealth Equity Services
Massachusetts
$314K +$6.1K +309 +2%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$313K -$53.1K -2,689 -14%
CCG
304
Cypress Capital Group
Florida
$303K +$37.4K +1,893 +14%
RHBC
305
R.H. Bluestein & Co
Michigan
$302K -$29.6K -1,500 -9%
ICOA
306
Investment Centers of America
North Dakota
$296K +$352K +17,804 New
FAB
307
First American Bank
Illinois
$295K +$304K +15,395 New
AAF
308
Andra AP-fonden
Sweden
$294K +$302K +15,300 New
AIM
309
abrdn Investment Management
United Kingdom
$291K -$4.35M -220,309 -94%
PAI
310
Pittenger & Anderson Inc
Nebraska
$290K +$43.4K +2,200 +17%
VFS
311
VSR Financial Services
Kansas
$288K -$3.3K -167 -1%
First Eagle Investment Management
312
First Eagle Investment Management
New York
$288K +$296K +15,000 New
NB
313
Norinchukin Bank
Japan
$273K +$26.1K +1,323 +10%
MA
314
MUFG Americas
New York
$269K
NCCM
315
Nine Chapters Capital Management
New Jersey
$267K +$275K +13,900 New
GA
316
Geneva Advisors
Illinois
$263K +$35.4K +1,790 +15%
WEC
317
Winslow Evans & Crocker
Massachusetts
$260K +$9.87K +500 +4%
CWM
318
Concert Wealth Management
California
$249K -$29.6K -1,500 -10%
QAM
319
Quantres Asset Management
Cayman Islands
$249K +$257K +13,000 New
SB
320
Suntrust Banks
Georgia
$247K -$2.7M -136,959 -91%
CC
321
Cognios Capital
Kansas
$240K -$1.71M -86,353 -87%
AFG
322
Albion Financial Group
Utah
$239K +$246K +12,471 New
DL
323
Delta Lloyd
Netherlands
$229K
PCM
324
Prelude Capital Management
New York
$227K -$772K -39,096 -77%
KRSITF
325
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$227K -$7.46K -378 -3%

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.