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Pultegroup

410 hedge funds and large institutions have $5.86B invested in Pultegroup in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 125 increasing their positions, 152 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

5% more funds holding

Funds holding: 390410 (+20)

2.83% less ownership

Funds ownership: 83.03%80.2% (-2.8%)

9% less capital invested

Capital invested by funds: $6.46B → $5.86B (-$606M)

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

29% less call options, than puts

Call options by funds: $109M | Put options by funds: $153M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
410
Holders Change
+20
Holders Change %
+5.13%
% of All Funds
11.84%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
73
Increased
125
Reduced
152
Closed
47
Calls
$109M
Puts
$153M
Net Calls
-$44.3M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
376
Torch Wealth Management
Ohio
$38K +$39.5K +2,000 New
GLI
377
Guardian Life Insurance
New York
$37K -$632 -32 -2%
ClearBridge Investments
378
ClearBridge Investments
New York
$37K
SAMC
379
Shinko Asset Management Company
Japan
$33K
LNB
380
Ledyard National Bank
$29K
OMCS
381
Old Mutual Customised Solutions
South Africa
$25K
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$23K +$7.66K +388 +49%
FNBT
383
FineMark National Bank & Trust
Florida
$22K +$19.2K +970 +485%
Envestnet Asset Management
384
Envestnet Asset Management
Illinois
$21K +$21.3K +1,080 New
BBHC
385
Brown Brothers Harriman & Co
New York
$19K +$19.7K +1,000 New
MAM
386
Mizuho Asset Management
Japan
$15K
TFA
387
Transamerica Financial Advisors
Florida
$15K
WA
388
WealthTrust-Arizona
Arizona
$13K
WA
389
WFG Advisors
Texas
$12K -$10.1K -510 -45%
CFA
390
Carroll Financial Associates
North Carolina
$12K +$4.54K +230 +58%
BAM
391
Brave Asset Management
New Jersey
$10K
W
392
Wealthfront
California
$7K +$6.91K +350 New
FHA
393
First Horizon Advisors
Tennessee
$7K +$8.2K +415 New
Manulife (Manufacturers Life Insurance)
394
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.59K +$121K +6,127 +2%
PTC
395
Private Trust Company
Ohio
$6K
MFS
396
MSI Financial Services
Massachusetts
$5K
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$869 +44 +19%
AA
398
Apriem Advisors
California
$5K +$4.94K +250 New
BPBT
399
Boston Private Bank & Trust
Massachusetts
$4K
OC
400
Oakworth Capital
Alabama
$3K

PHM Hedge Fund Activity: Q1 2014 in Review

410 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2014, worth a combined $5.86B — down 9.4% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PHM positions and 47 closed out — a net gain of 26 holders — while 125 added to existing stakes and 152 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $98.7M. The largest seller was AllianceBernstein, cutting an estimated $167M.

  • 410 institutional investors held Pultegroup (PHM) as of Q1 2014, up from 390 in Q4 2013.
  • Funds reported $5.86B of Pultegroup stock for Q1 2014, down 9.4% quarter-over-quarter.
  • 73 funds opened new Pultegroup positions in Q1 2014 and 47 closed out, a net change of +26 holders.
  • The largest Pultegroup buyer in Q1 2014 was Capital World Investors, an estimated $98.7M added.
  • The largest Pultegroup seller in Q1 2014 was AllianceBernstein, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2014.