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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
Balyasny Asset Management
351
Balyasny Asset Management
Illinois
$365K -$1.17M -42,779 -77%
BIM
352
Beach Investment Management
Pennsylvania
$363K +$354K +12,980 New
SAM
353
Shell Asset Management
Netherlands
$362K
AAM
354
Advisors Asset Management
Colorado
$361K -$5.23K -192 -1%
PCMC
355
Paragon Capital Management (Colorado)
Colorado
$358K -$2.45K -90 -0.7%
NIT
356
NumerixS Investment Technologies
British Columbia, Canada
$356K -$707K -25,932 -67%
Wolverine Trading
357
Wolverine Trading
Illinois
$356K +$31.8K +1,167 +10%
TSS
358
Two Sigma Securities
New York
$353K +$344K +12,615 New
SPIA
359
Steward Partners Investment Advisory
New York
$348K -$65.5K -2,402 -16%
DADC
360
D.A. Davidson & Co
Montana
$346K +$8.99K +330 +3%
CB
361
Commerce Bank
Missouri
$345K -$7.77K -285 -2%
CFA
362
Carroll Financial Associates
North Carolina
$344K +$324K +11,908 +2,977%
RE
363
RBC Europe
United Kingdom
$341K
C
364
Cerebellum
California
$341K +$333K +12,204 New
MA
365
MCF Advisors
Kentucky
$334K +$55 +2 +0%
QCM
366
Quantinno Capital Management
New York
$330K +$36.4K +1,336 +13%
MCM
367
MAI Capital Management
Ohio
$326K +$317K +11,649 New
LWM
368
Liberty Wealth Management
California
$322K -$21.7K -798 -6%
Mariner
369
Mariner
Kansas
$322K +$93.7K +3,437 +42%
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$321K +$27 +1 +0%
VCA
371
Verdence Capital Advisors
Maryland
$321K +$18K +659 +6%
VF
372
Virtu Financial
New York
$321K +$313K +11,485 New
MC
373
Moors & Cabot
Massachusetts
$314K +$46.1K +1,691 +18%
NIM
374
NuWave Investment Management
New Jersey
$313K +$304K +11,162 +55,810%
KRS
375
Kentucky Retirement Systems
Kentucky
$312K -$2.53K -93 -0.8%

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.