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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
WEC
376
Winslow Evans & Crocker
Massachusetts
$281K +$9.34K +400 +4%
WCA
377
Westover Capital Advisors
Delaware
$276K +$263K +11,251 New
CI
378
Cigna Investments
Connecticut
$272K -$14.4K -618 -5%
CHAM
379
Clear Harbor Asset Management
Connecticut
$271K +$9.34K +400 +4%
1GA
380
1st Global Advisors
Texas
$266K +$253K +10,829 New
Thrivent Financial for Lutherans
381
Thrivent Financial for Lutherans
Minnesota
$263K +$5.37K +230 +2%
AIM
382
Anchor Investment Management
South Carolina
$260K +$64.2K +2,750 +35%
HNB
383
Huntington National Bank
Ohio
$258K +$4.48K +192 +2%
MCWS
384
McKinley Carter Wealth Services
West Virginia
$256K +$4.01K +172 +2%
II
385
IFM Investors
Australia
$256K +$22.7K +974 +10%
CI
386
Cavalier Investments
Georgia
$256K +$243K +10,429 New
AIM
387
Achmea Investment Management
Netherlands
$253K +$241K +10,317 New
CIAN
388
Capstone Investment Advisors (Netherlands)
New York
$252K -$285K -12,228 -54%
IA
389
IFP Advisors
Florida
$252K +$100K +4,305 +72%
FWM
390
Frontier Wealth Management
Missouri
$251K +$239K +10,233 New
N
391
Natixis
France
$246K +$234K +10,017 New
NSEDCP
392
NJ State Employees Deferred Compensation Plan
New Jersey
$245K
SBIA
393
Sheaff Brock Investment Advisors
Indiana
$242K
HSA
394
HBK Sorce Advisory
Pennsylvania
$241K +$229K +9,806 New
QCMC
395
Quantum Capital Management (California)
California
$239K -$19.6K -842 -8%
CAM
396
ClariVest Asset Management
California
$236K -$4.57K -196 -2%
OCG
397
Opus Capital Group
Ohio
$235K -$196K -8,397 -47%
BA
398
BKS Advisors
Michigan
$232K +$221K +9,450 New
SIC
399
Schwartz Investment Counsel
Michigan
$226K -$70K -3,000 -25%
EOJOAM
400
E. Ohman J:or Asset Management
Sweden
$223K

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.