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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
BOTW
301
Bank of the West
California
$341K +$352K +18,529 New
PPCM
302
Pillar Pacific Capital Management
California
$339K
PP
303
Paloma Partners
Connecticut
$338K +$68.6K +3,613 +24%
DnB Asset Management
304
DnB Asset Management
Norway
$336K +$5.7K +300 +2%
OCG
305
Opus Capital Group
Ohio
$334K +$147K +7,738 +74%
ST
306
Spot Trading
Illinois
$334K +$346K +18,198 New
NB
307
Norinchukin Bank
Japan
$332K +$28.5K +1,501 +9%
LP
308
LMR Partners
United Kingdom
$328K -$765K -40,265 -69%
APFBOT
309
Amica Pension Fund Board of Trustees
Rhode Island
$327K
GT
310
Glenmede Trust
Pennsylvania
$326K -$48.8K -2,570 -13%
AIM
311
Assured Investment Management
New York
$322K -$25.5K -1,342 -7%
RJFSA
312
Raymond James Financial Services Advisors
Florida
$317K -$306K -16,133 -48%
COPPSERS
313
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$314K -$11.4K -599 -3%
GLRA
314
Gerald L. Ray & Associates
Texas
$312K -$1.9K -100 -0.6%
MCIM
315
Meadow Creek Investment Management
Georgia
$309K +$319K +16,808 New
ONB
316
Old National Bancorp
Indiana
$295K -$185K -9,727 -38%
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$292K -$15.6K -824 -5%
NIPH
318
NN Investment Partners Holdings
Netherlands
$285K +$263K +13,827 +815%
Point72 Asset Management
319
Point72 Asset Management
Connecticut
$276K +$285K +15,000 New
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$274K +$33K +1,740 +13%
LIA
321
LS Investment Advisors
Michigan
$273K +$10.7K +562 +4%
JMPWA
322
JP Morgan Private Wealth Advisors
California
$273K +$282K +14,841 New
Nordea Investment Management
323
Nordea Investment Management
Sweden
$264K
BHBT
324
Burke & Herbert Bank & Trust
Virginia
$254K
DekaBank Deutsche Girozentrale
325
DekaBank Deutsche Girozentrale
Germany
$251K +$118K +6,200 +84%

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.