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Pultegroup

489 hedge funds and large institutions have $6.38B invested in Pultegroup in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $39.6M | Put options by funds: $28.7M

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

3% more funds holding

Funds holding: 476489 (+13)

3% less capital invested

Capital invested by funds: $6.56B → $6.38B (-$174M)

5.4% less ownership

Funds ownership: 87.86%82.46% (-5.4%)

12% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 188

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
489
Holders Change
+13
Holders Change %
+2.73%
% of All Funds
12.19%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.15%
New
61
Increased
165
Reduced
188
Closed
47
Calls
$39.6M
Puts
$28.7M
Net Calls
+$10.9M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$575K +$89.6K +3,840 +20%
QI
302
QS Investors
New York
$572K -$4.08K -175 -0.7%
OAM
303
Oppenheimer Asset Management
New York
$569K +$542K +23,215 New
CBT
304
Capital Bank & Trust
California
$565K +$538K +23,041 New
DTL
305
Dynamic Technology Lab
Singapore
$564K +$536K +22,966 New
DnB Asset Management
306
DnB Asset Management
Norway
$562K
JMH
307
J.M. Hartwell
New York
$561K +$22.2K +950 +4%
NERM
308
New England Research & Management
Illinois
$559K +$532K +22,780 New
SEIA
309
Signature Estate & Investment Advisors
California
$548K +$91.5K +3,921 +21%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$541K +$514K +22,031 New
SI
311
Stephens Inc
Arkansas
$538K +$225K +9,640 +78%
JMPWA
312
JP Morgan Private Wealth Advisors
California
$537K +$59.7K +2,559 +13%
TIM
313
Thompson Investment Management
Wisconsin
$534K
FVCM
314
F&V Capital Management
Florida
$532K
GHCM
315
Glen Harbor Capital Management
California
$528K +$1.96K +84 +0.4%
KWM
316
Kingsview Wealth Management
Oregon
$526K +$161K +6,900 +47%
AW
317
Alpha Windward
Massachusetts
$524K -$70.2K -3,006 -12%
GL
318
GLG LLC
New York
$524K -$57.9K -2,483 -10%
COPPSERS
319
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$517K -$2.87K -123 -0.6%
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$509K +$484K +20,737 New
WBC
321
Westpac Banking Corp
Australia
$494K
NJBEST
322
New Jersey Better Educational Savings Trust
New Jersey
$491K +$467K +20,000 New
WG
323
Welch Group
Alabama
$491K +$467K +20,000 New
SB
324
Suntrust Banks
Georgia
$479K +$118K +5,070 +35%
PAM
325
Panagora Asset Management
Massachusetts
$471K -$137K -5,859 -23%

PHM Hedge Fund Activity: Q2 2017 in Review

489 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2017, worth a combined $6.38B — down 2.7% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PHM positions and 47 closed out — a net gain of 14 holders — while 165 added to existing stakes and 188 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $85.1M. The largest seller was Boston Partners, cutting an estimated $205M.

  • 489 institutional investors held Pultegroup (PHM) as of Q2 2017, up from 476 in Q1 2017.
  • Funds reported $6.38B of Pultegroup stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 61 funds opened new Pultegroup positions in Q2 2017 and 47 closed out, a net change of +14 holders.
  • The largest Pultegroup buyer in Q2 2017 was AQR Capital Management, an estimated $85.1M added.
  • The largest Pultegroup seller in Q2 2017 was Boston Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2017.