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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
LIA
326
LS Investment Advisors
Michigan
$226K +$49.2K +2,492 +27%
LTFS
327
Ladenburg Thalmann Financial Services
Florida
$226K +$49.4K +2,501 +29%
PVH
328
Psagot Value Holdings
Israel
$225K -$25.7K -1,300 -10%
MERSOM
329
Municipal Employees' Retirement System of Michigan
Michigan
$225K +$5.92K +300 +3%
MYAM
330
Meiji Yasuda Asset Management
Japan
$215K -$14.4K -730 -6%
KFS
331
KMS Financial Services
Washington
$210K
MA
332
MCF Advisors
Kentucky
$209K +$533 +27 +0.2%
MAM
333
Marquette Asset Management
Minnesota
$207K
BF
334
BOK Financial
Oklahoma
$205K -$6.28K -318 -3%
CA
335
CapWealth Advisors
Tennessee
$203K -$592K -30,000 -74%
PAM
336
Princeton Alpha Management
New Jersey
$201K +$207K +10,459 New
CI
337
Conning Inc
Connecticut
$197K +$203K +10,290 New
WFM
338
Wilmington Funds Management
Delaware
$195K
WTIM
339
Wilmington Trust Investment Management
Delaware
$194K +$200K +10,130 New
NSEDCP
340
NJ State Employees Deferred Compensation Plan
New Jersey
$192K
VHAM
341
Van Hulzen Asset Management
California
$192K +$197K +10,000 New
PA
342
Profund Advisors
Maryland
$192K +$198K +10,026 New
TRCT
343
Tower Research Capital (TRC)
New York
$180K -$171K -8,677 -48%
DILH
344
Dai-ichi Life Holdings
Japan
$177K -$30.9K -1,565 -15%
OAM
345
Orinda Asset Management
California
$173K -$26.3K -1,332 -13%
TAM
346
Tocqueville Asset Management
New York
$173K
Allianz Asset Management
347
Allianz Asset Management
Germany
$172K
EOJOAM
348
E. Ohman J:or Asset Management
Sweden
$167K
PAM
349
PartnerRe Asset Management
Connecticut
$159K -$118 -6 -0.1%
Daiwa Securities Group
350
Daiwa Securities Group
Japan
$157K

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.