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Pultegroup

401 hedge funds and large institutions have $6.01B invested in Pultegroup in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 144 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $5.54B → $6.01B (+$465M)

2.57% more ownership

Funds ownership: 86.56%89.13% (+2.6%)

7% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 55

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 144

2% less funds holding

Funds holding: 409401 (-8)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

47% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $63.2M

Holders
401
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
10.7%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.35%
New
51
Increased
133
Reduced
144
Closed
55
Calls
$33.4M
Puts
$63.2M
Net Calls
-$29.8M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
351
Manchester Capital Management
Vermont
$46K
CF
352
CenterStar Fund
Illinois
$44K
PAIA
353
Park Avenue Institutional Advisers
New York
$39K
PCTC
354
Perkins Coie Trust Company
Washington
$39K
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$34.9K -$7.6K -410 -19%
MFS
356
MSI Financial Services
Massachusetts
$33K -$19.2K -1,033 -38%
NIPH
357
NN Investment Partners Holdings
Netherlands
$33K
CCA
358
Checchi Capital Advisers
California
$30K -$593 -32 -2%
LNB
359
Ledyard National Bank
$30K
GI
360
Gradient Investments
Minnesota
$29K
LTFS
361
Ladenburg Thalmann Financial Services
Florida
$24K -$61.2K -3,302 -73%
GLI
362
Guardian Life Insurance
New York
$23K +$278 +15 +1%
SAMC
363
Shinko Asset Management Company
Japan
$19K
AIM
364
Advantage Investment Management
Iowa
$18K
TRCT
365
Tower Research Capital (TRC)
New York
$18K +$6.49K +350 +63%
PMFA
366
Plante Moran Financial Advisors
Michigan
$17K -$56.9K -3,069 -78%
WAM
367
Wealthspire Advisors (Maryland)
Maryland
$17K -$519 -28 -3%
HR
368
Howe & Rusling
New York
$15K +$1.5K +81 +11%
QCG
369
Quadrant Capital Group
Ohio
$12K
S
370
SignatureFD
Georgia
$8K +$19 +1 +0.2%
CFA
371
Carroll Financial Associates
North Carolina
$7K
First Manhattan
372
First Manhattan
New York
$7K +$7.51K +405 New
WA
373
WealthTrust-Arizona
Arizona
$6K +$1.87K +101 +50%
BBHC
374
Brown Brothers Harriman & Co
New York
$6K +$5.97K +322 New
SWA
375
Sutton Wealth Advisors
Florida
$5.61K +$3.34K +180 +167%

PHM Hedge Fund Activity: Q2 2016 in Review

401 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2016, worth a combined $6.01B — up 8.4% from $5.54B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PHM and 51 opened new positions — a net loss of 4 holders — while 144 trimmed existing stakes and 133 added.

The largest buyer was Credit Suisse, adding an estimated $217M. The largest seller was Wellington Management Group, cutting an estimated $102M.

  • 401 institutional investors held Pultegroup (PHM) as of Q2 2016, down from 409 in Q1 2016.
  • Funds reported $6.01B of Pultegroup stock for Q2 2016, up 8.4% quarter-over-quarter.
  • 51 funds opened new Pultegroup positions in Q2 2016 and 55 closed out, a net change of -4 holders.
  • The largest Pultegroup buyer in Q2 2016 was Credit Suisse, an estimated $217M added.
  • The largest Pultegroup seller in Q2 2016 was Wellington Management Group, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2016.