We are live on ! Find out more
PHM icon

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
IFWM
376
Institute for Wealth Management
Colorado
$310K +$302K +11,077 New
CCG
377
Cypress Capital Group
Florida
$305K -$55.8K -2,049 -16%
FHA
378
First Horizon Advisors
Tennessee
$301K -$899 -33 -0.3%
Daiwa Securities Group
379
Daiwa Securities Group
Japan
$300K -$253K -9,300 -46%
LIM
380
Leavell Investment Management
Alabama
$295K -$13.6K -500 -5%
AI
381
Atria Investments
North Carolina
$295K +$38.9K +1,429 +16%
GIA
382
Gateway Investment Advisers
Ohio
$294K -$3.76K -138 -1%
MCWS
383
McKinley Carter Wealth Services
West Virginia
$292K
JIC
384
Johnson Investment Counsel
Ohio
$290K -$19.3K -707 -6%
TRCT
385
Tower Research Capital (TRC)
New York
$290K +$283K +10,391 New
TAM
386
Tocqueville Asset Management
New York
$289K -$10.1K -370 -3%
FA
387
Fortis Advisors
Pennsylvania
$289K +$44.7K +1,641 +19%
NSEDCP
388
NJ State Employees Deferred Compensation Plan
New Jersey
$280K
RHBC
389
R.H. Bluestein & Co
Michigan
$280K
AWM
390
Avior Wealth Management
Nebraska
$280K +$273K +10,020 New
FWIA
391
Fort Washington Investment Advisors
Ohio
$279K
PIA
392
Piedmont Investment Advisors
North Carolina
$276K +$2.4K +88 +0.9%
MCM
393
Maryland Capital Management
Maryland
$275K
CFGS
394
Concourse Financial Group Securities
Alabama
$272K +$111K +4,055 +71%
IRC
395
Investors Research Corp
Georgia
$270K
TCM
396
Teza Capital Management
Illinois
$270K +$263K +9,651 New
TC
397
Telemus Capital
Michigan
$266K -$8.39K -308 -3%
WEC
398
Winslow Evans & Crocker
Massachusetts
$266K +$1.15K +42 +0.4%
SIC
399
Salem Investment Counselors
North Carolina
$265K
RFC
400
Regions Financial Corp
Alabama
$262K -$218K -8,006 -46%

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.