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Pultegroup

405 hedge funds and large institutions have $6.31B invested in Pultegroup in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 157 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $5.86B → $6.31B (+$454M)

2.64% more ownership

Funds ownership: 80.2%82.83% (+2.6%)

0% more call options, than puts

Call options by funds: $185M | Put options by funds: $184M

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

1% less funds holding

Funds holding: 410405 (-5)

20% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 157

Holders
405
Holders Change
-5
Holders Change %
-1.22%
% of All Funds
11.64%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
49
Increased
125
Reduced
157
Closed
51
Calls
$185M
Puts
$184M
Net Calls
+$665K
Net Calls Change
+$45M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
326
LS Investment Advisors
Michigan
$231K -$5.49K -286 -2%
SCM
327
Shelton Capital Management
Colorado
$224K -$259K -13,500 -55%
PA
328
Profund Advisors
Maryland
$224K +$21K +1,096 +11%
MAM
329
Marquette Asset Management
Minnesota
$218K
SEC
330
Seven Eight Capital
New York
$212K +$202K +10,528 New
MA
331
MCF Advisors
Kentucky
$209K +$538 +28 +0.3%
HNB
332
Huntington National Bank
Ohio
$208K +$198K +10,321 New
AB
333
Amalgamated Bank
New York
$205K +$195K +10,148 New
NSEDCP
334
NJ State Employees Deferred Compensation Plan
New Jersey
$202K
CCA
335
Catalyst Capital Advisors
New York
$196K +$123K +6,425 +193%
DILH
336
Dai-ichi Life Holdings
Japan
$186K
LTFS
337
Ladenburg Thalmann Financial Services
Florida
$184K -$36.9K -1,922 -17%
Allianz Asset Management
338
Allianz Asset Management
Germany
$181K -$250 -13 -0.1%
TAM
339
Tocqueville Asset Management
New York
$181K
GC
340
Globeflex Capital
California
$180K -$274K -14,288 -61%
EOJOAM
341
E. Ohman J:or Asset Management
Sweden
$175K
Toronto Dominion Bank
342
Toronto Dominion Bank
Ontario, Canada
$170K +$18.3K +951 +13%
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$165K
Federated Hermes
344
Federated Hermes
Pennsylvania
$152K -$371K -19,295 -72%
PAM
345
PartnerRe Asset Management
Connecticut
$146K -$20.1K -1,047 -13%
Creative Planning
346
Creative Planning
Kansas
$122K
ECM
347
Estabrook Capital Management
New York
$121K
NYLT
348
New York Life Trust
New York
$119K +$58.3K +3,037 +107%
QI
349
QS Investors
New York
$98K +$93K +4,842 New
DVM
350
Dreman Value Management
Florida
$92K +$87.4K +4,554 New

PHM Hedge Fund Activity: Q2 2014 in Review

405 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2014, worth a combined $6.31B — up 7.7% from $5.86B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of PHM and 49 opened new positions — a net loss of 2 holders — while 157 trimmed existing stakes and 125 added.

The largest buyer was JP Morgan Chase, adding an estimated $103M. The largest seller was Wellington Management Group, cutting an estimated $49.9M.

  • 405 institutional investors held Pultegroup (PHM) as of Q2 2014, down from 410 in Q1 2014.
  • Funds reported $6.31B of Pultegroup stock for Q2 2014, up 7.7% quarter-over-quarter.
  • 49 funds opened new Pultegroup positions in Q2 2014 and 51 closed out, a net change of -2 holders.
  • The largest Pultegroup buyer in Q2 2014 was JP Morgan Chase, an estimated $103M added.
  • The largest Pultegroup seller in Q2 2014 was Wellington Management Group, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2014.