Pultegroup
PHM
399 hedge funds and large institutions have $5.54B invested in Pultegroup in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 148 reducing their positions, and 46 closing their positions.
0.77% more ownership
Funds ownership: 82.83% → 83.61% (+0.77%)
6% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 148
9% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 46
1% less funds holding
Funds holding: 405 → 399 (-6)
12% less capital invested
Capital invested by funds: $6.31B → $5.54B (-$772M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less call options, than puts
Call options by funds: $124M | Put options by funds: $158M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$74.6M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$60.3M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$56M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$33M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$84.8M |
| 2 |
HCM
Hoplite Capital Management
New York
|
-$73.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$53.6M |
| 4 |
MAM
Marketfield Asset Management
New York
|
-$43.7M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$37.4M |
PHM Hedge Fund Activity: Q3 2014 in Review
399 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2014, worth a combined $5.54B — down 12% from $6.31B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of PHM and 42 opened new positions — a net loss of 4 holders — while 148 trimmed existing stakes and 139 added.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $74.6M. The largest seller was Wellington Management Group, cutting an estimated $84.8M.
- 399 institutional investors held Pultegroup (PHM) as of Q3 2014, down from 405 in Q2 2014.
- Funds reported $5.54B of Pultegroup stock for Q3 2014, down 12% quarter-over-quarter.
- 42 funds opened new Pultegroup positions in Q3 2014 and 46 closed out, a net change of -4 holders.
- The largest Pultegroup buyer in Q3 2014 was Massachusetts Financial Services, an estimated $74.6M added.
- The largest Pultegroup seller in Q3 2014 was Wellington Management Group, an estimated $84.8M sold.
Based on aggregated 13F filings for Q3 2014.