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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
ST
376
Spot Trading
Illinois
$5K -$354K -19,117 -99%
CTC
377
Central Trust Company
Missouri
$5K
EWM
378
Evercore Wealth Management
New York
$5K +$4.47K +241 New
FNBT
379
FineMark National Bank & Trust
Florida
$4K
FHA
380
First Horizon Advisors
Tennessee
$3K
JCM
381
Jacobi Capital Management
Pennsylvania
$3K +$3.15K +170 New
PFBT
382
Parkside Financial Bank & Trust
Missouri
$2K
VCM
383
Versant Capital Management
Arizona
$2K
WA
384
WFG Advisors
Texas
$2K
CA
385
Commerzbank Aktiengesellschaft
Germany
$1.38K -$80.2K -4,328 -6%
ZB
386
Zions Bancorporation
Utah
$1K -$7.34K -396 -87%
CAW
387
Cornerstone Advisors (Washington)
Washington
$1K
EFSCE
388
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GBBWRPM
389
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K
JFA
390
JNBA Financial Advisors
Minnesota
$1K
TFO
391
Tarbox Family Office
California
$1K
TWA
392
TCI Wealth Advisors
Arizona
$1K
HCM
393
Herndon Capital Management
Georgia
$1K +$538 +29 New
GXMC
394
Global X Management Company
New York
$1K +$816 +44 New
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$1K +$927 +50 New
DPA
396
Delphi Private Advisors
California
$1K +$1.17K +63 New
KTC
397
Kistler-Tiffany Companies
Pennsylvania
$1K +$1.37K +74 New
AT
398
Arden Trust
Delaware
$417 +$139K +7,495 +54%
PIA
399
Piedmont Investment Advisors
North Carolina
$175 +$167 +9 New
ED
400
Exane Derivatives
France
$19 -$148 -8 -89%

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.