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Pultegroup

426 hedge funds and large institutions have $5.16B invested in Pultegroup in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 122 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 57

3% more funds holding

Funds holding: 415426 (+11)

1.32% less ownership

Funds ownership: 86.11%84.78% (-1.3%)

12% less capital invested

Capital invested by funds: $5.85B → $5.16B (-$690M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 169

38% less call options, than puts

Call options by funds: $40.7M | Put options by funds: $65.6M

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
10.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
76
Increased
122
Reduced
169
Closed
57
Calls
$40.7M
Puts
$65.6M
Net Calls
-$24.9M
Net Calls Change
-$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
376
Guardian Life Insurance
New York
$21K -$703 -37 -3%
PWM
377
Perigon Wealth Management
California
$21K +$17.6K +926 New
GXMC
378
Global X Management Company
New York
$20K +$7.88K +415 +63%
MWM
379
Mascoma Wealth Management
New Hampshire
$18K +$19K +1,000 New
MFS
380
MSI Financial Services
Massachusetts
$17K -$9.63K -507 -35%
WAM
381
Wealthspire Advisors (Maryland)
Maryland
$16K -$57 -3 -0.3%
PIA
382
Piedmont Investment Advisors
North Carolina
$15.5K +$15.9K +837 +9,300%
LTFS
383
Ladenburg Thalmann Financial Services
Florida
$15K -$7.63K -402 -33%
FHA
384
First Horizon Advisors
Tennessee
$13K
PCFFS
385
Pacific Center for Financial Services
California
$13K +$13.5K +712 New
PHK
386
Point72 Hong Kong
Hong Kong
$12K +$12.1K +639 New
AIM
387
Advantage Investment Management
Iowa
$11K
QCG
388
Quadrant Capital Group
Ohio
$11K
IWM
389
IHT Wealth Management
Illinois
$11K +$11.1K +584 New
PA
390
Parallel Advisors
California
$10K +$10.7K +563 New
Franklin Resources
391
Franklin Resources
California
$9K
TDC
392
Thompson Davis & Co
Virginia
$9K
CTC
393
Central Trust Company
Missouri
$9K +$5.13K +270 +113%
ZB
394
Zions Bancorporation
Utah
$8K
RBC
395
Roble Belko & Company
Pennsylvania
$8K +$8.15K +429 New
GRP
396
Global Retirement Partners
California
$8K +$8.64K +455 New
CFA
397
Carroll Financial Associates
North Carolina
$7K
WA
398
WealthTrust-Arizona
Arizona
$6K +$38 +2 +0.7%
SWA
399
Sutton Wealth Advisors
Florida
$5.29K
CAW
400
Cornerstone Advisors (Washington)
Washington
$4K

PHM Hedge Fund Activity: Q4 2016 in Review

426 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2016, worth a combined $5.16B — down 12% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PHM positions and 57 closed out — a net gain of 19 holders — while 122 added to existing stakes and 169 trimmed.

The largest buyer was Holowesko Partners, adding an estimated $37.4M. The largest seller was Boston Partners, cutting an estimated $189M.

  • 426 institutional investors held Pultegroup (PHM) as of Q4 2016, up from 415 in Q3 2016.
  • Funds reported $5.16B of Pultegroup stock for Q4 2016, down 12% quarter-over-quarter.
  • 76 funds opened new Pultegroup positions in Q4 2016 and 57 closed out, a net change of +19 holders.
  • The largest Pultegroup buyer in Q4 2016 was Holowesko Partners, an estimated $37.4M added.
  • The largest Pultegroup seller in Q4 2016 was Boston Partners, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2016.