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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
AW
326
Alpha Windward
Massachusetts
$509K -$49.1K -1,800 -9%
HJMC
327
Hellman Jordan Management Company
Massachusetts
$503K -$681K -25,000 -58%
SO
328
STRS Ohio
Ohio
$495K +$393K +14,416 +434%
GCP
329
GSA Capital Partners
United Kingdom
$473K +$461K +16,911 New
JG
330
Jefferies Group
New York
$453K -$6.92K -254 -2%
SXL
331
Summit X LLC
Missouri
$440K +$18K +660 +4%
II
332
IFM Investors
Australia
$435K
Franklin Resources
333
Franklin Resources
California
$433K -$1.25M -45,727 -75%
CPO
334
Cerity Partners OCIO
New York
$428K -$36.8K -1,349 -8%
CCA
335
Checchi Capital Advisers
California
$427K -$345K -12,648 -45%
SIM
336
Sentry Investment Management
Wisconsin
$424K -$36.7K -1,346 -8%
PIA
337
Pinion Investment Advisors
Kansas
$420K +$11.2K +410 +3%
PNC Financial Services Group
338
PNC Financial Services Group
Pennsylvania
$419K -$1.09M -40,031 -73%
COPPSERS
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$417K +$22.1K +810 +6%
BIM
340
Bridges Investment Management
Nebraska
$408K -$484K -17,753 -55%
TIM
341
Thompson Investment Management
Wisconsin
$406K +$38K +1,395 +11%
AWE
342
Avidian Wealth Enterprises
Texas
$406K +$396K +14,531 New
US Bancorp
343
US Bancorp
Minnesota
$400K -$405K -14,880 -51%
RIM
344
Redpoint Investment Management
Australia
$393K
Fidelity International
345
Fidelity International
Bermuda
$390K -$246M -9,026,688 -100%
PMG
346
ProVise Management Group
Florida
$388K +$378K +13,880 New
CAM
347
Cozad Asset Management
Illinois
$386K -$60K -2,200 -14%
LSERS
348
Louisiana State Employees Retirement System
Louisiana
$377K -$2.73K -100 -0.7%
MML Investors Services
349
MML Investors Services
Massachusetts
$374K +$44.1K +1,618 +14%
MFG
350
Magnus Financial Group
New York
$367K

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.