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Pultegroup

489 hedge funds and large institutions have $6.38B invested in Pultegroup in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $39.6M | Put options by funds: $28.7M

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

3% more funds holding

Funds holding: 476489 (+13)

3% less capital invested

Capital invested by funds: $6.56B → $6.38B (-$174M)

5.4% less ownership

Funds ownership: 87.86%82.46% (-5.4%)

12% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 188

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
489
Holders Change
+13
Holders Change %
+2.73%
% of All Funds
12.19%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.15%
New
61
Increased
165
Reduced
188
Closed
47
Calls
$39.6M
Puts
$28.7M
Net Calls
+$10.9M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
351
Wolverine Trading
Illinois
$379K +$368K +15,755 New
SSWM
352
Sheets Smith Wealth Management
North Carolina
$373K -$13.4K -574 -4%
RHBC
353
R.H. Bluestein & Co
Michigan
$368K -$117K -5,000 -25%
NBC
354
Neuberger Berman Canada
Ontario, Canada
$368K +$350K +15,000 New
WG
355
Winton Group
United Kingdom
$361K +$344K +14,724 New
AI
356
Atria Investments
North Carolina
$355K -$53.1K -2,274 -14%
Nordea Investment Management
357
Nordea Investment Management
Sweden
$352K
MYLI
358
Meiji Yasuda Life Insurance
Japan
$346K -$114K -4,900 -26%
PCMC
359
Paragon Capital Management (Colorado)
Colorado
$345K +$93.4K +4,002 +40%
ASN
360
Advisory Services Network
Georgia
$341K -$6.98K -299 -2%
Robeco Institutional Asset Management
361
Robeco Institutional Asset Management
Netherlands
$341K
SXL
362
Summit X LLC
Missouri
$337K +$320K +13,720 New
RCM
363
Riverhead Capital Management
Delaware
$336K +$3.71K +159 +1%
Creative Planning
364
Creative Planning
Kansas
$335K -$95.7K -4,102 -23%
AAM
365
Advisors Asset Management
Colorado
$334K -$185K -7,926 -37%
RJFSA
366
Raymond James Financial Services Advisors
Florida
$325K -$49.9K -2,136 -14%
CS
367
Credential Securities
$322K -$2.68K -115 -0.9%
Brown Advisory
368
Brown Advisory
Maryland
$317K +$302K +12,934 New
TC
369
Telemus Capital
Michigan
$309K +$76.2K +3,264 +35%
BOTW
370
Bank of the West
California
$305K -$151K -6,460 -34%
FCM
371
Flinton Capital Management
Pennsylvania
$302K +$1.12K +48 +0.4%
SS
372
Simplicity Solutions
Minnesota
$298K -$35K -1,501 -11%
MA
373
MCF Advisors
Kentucky
$292K +$47 +2 +0%
IFWM
374
Institute for Wealth Management
Colorado
$292K +$281K +12,027 New
ST
375
Spot Trading
Illinois
$287K -$175K -7,498 -39%

PHM Hedge Fund Activity: Q2 2017 in Review

489 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2017, worth a combined $6.38B — down 2.7% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PHM positions and 47 closed out — a net gain of 14 holders — while 165 added to existing stakes and 188 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $85.1M. The largest seller was Boston Partners, cutting an estimated $205M.

  • 489 institutional investors held Pultegroup (PHM) as of Q2 2017, up from 476 in Q1 2017.
  • Funds reported $6.38B of Pultegroup stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 61 funds opened new Pultegroup positions in Q2 2017 and 47 closed out, a net change of +14 holders.
  • The largest Pultegroup buyer in Q2 2017 was AQR Capital Management, an estimated $85.1M added.
  • The largest Pultegroup seller in Q2 2017 was Boston Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2017.