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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
DBIA
301
Dumont & Blake Investment Advisors
New Jersey
$711K
HAG
302
HighPoint Advisor Group
Illinois
$700K -$33.7K -1,238 -5%
AI
303
Atom Investors
Texas
$684K +$161K +5,921 +32%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$676K -$1.3M -47,548 -66%
GC
305
Globeflex Capital
California
$672K -$225K -8,262 -26%
P
306
Pitcairn
Pennsylvania
$669K +$208K +7,634 +47%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$660K -$125K -4,582 -16%
Jennison Associates
308
Jennison Associates
New York
$652K +$636K +23,329 New
Creative Planning
309
Creative Planning
Kansas
$637K +$54.7K +2,009 +10%
SSWM
310
Smith Salley Wealth Management
North Carolina
$629K
Alyeska Investment Group
311
Alyeska Investment Group
Illinois
$626K +$610K +22,388 New
M&T Bank
312
M&T Bank
New York
$617K -$21.1K -773 -3%
LIA
313
LS Investment Advisors
Michigan
$613K +$11.9K +435 +2%
Walleye Trading
314
Walleye Trading
New York
$613K +$597K +21,915 New
LP
315
LMR Partners
United Kingdom
$607K -$111K -4,069 -16%
NMERB
316
New Mexico Educational Retirement Board
New Mexico
$604K -$49.1K -1,800 -8%
QT
317
Quantamental Technologies
New York
$595K -$191K -7,000 -25%
NERM
318
New England Research & Management
Illinois
$587K +$572K +21,000 New
SMDAM
319
Sumitomo Mitsui DS Asset Management
Japan
$559K +$95K +3,485 +21%
WAM
320
World Asset Management
Michigan
$551K +$77.6K +2,849 +17%
FIM
321
Freedom Investment Management
Connecticut
$536K -$789K -28,942 -60%
BTS
322
BB&T Securities
Virginia
$536K -$24.3K -892 -4%
WBC
323
Westpac Banking Corp
Australia
$531K
LS
324
Livforsakringsbolaget Skandia
Sweden
$524K
CBTWT
325
Community Bank & Trust (Waco, Texas)
Texas
$513K -$14.4K -527 -3%

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.