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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
EWM
401
Evercore Wealth Management
New York
$2K +$1.68K +85 New
CAW
402
Cornerstone Advisors (Washington)
Washington
$2K +$1.9K +96 New
GAM
403
Gemmer Asset Management
California
$2K +$2.11K +107 New
HCC
404
Hirtle Callaghan & Co
Pennsylvania
$1K -$375 -19 -31%
TWA
405
TCI Wealth Advisors
Arizona
$1K
BGIM
406
Brandywine Global Investment Management
Pennsylvania
$1K +$197 +10 New
VIA
407
Vantage Investment Advisors
Pennsylvania
$1K +$632 +32 New
PAS
408
Partnervest Advisory Services
California
$1K +$869 +44 New
TF
409
Tompkins Financial
New York
$1K +$889 +45 New
Walleye Trading
410
Walleye Trading
New York
$257 +$264K +13,387 New
ZE
411
ZBI Equities
New York
-$54.5M -2,674,200 Closed
IG
412
ING Group
Netherlands
-$26.2M -1,283,494 Closed
HT
413
HAP Trading
New York
-$16.5M -837,041 Closed
Capital Fund Management (CFM)
414
Capital Fund Management (CFM)
France
-$6.98M -353,297 Closed
Balyasny Asset Management
415
Balyasny Asset Management
Illinois
-$7.13M -350,000 Closed
CIP
416
Convergence Investment Partners
Florida
-$5.19M -254,609 Closed
PWPCM
417
Perella Weinberg Partners Capital Management
New York
-$4.2M -206,000 Closed
OC
418
Oppenheimer & Co
New York
-$3.35M -164,271 Closed
EA
419
Euclid Advisors
Connecticut
-$3.34M -164,034 Closed
JMPWA
420
JP Morgan Private Wealth Advisors
California
-$2.67M -130,858 Closed
PP
421
Peconic Partners
New York
-$2.04M -100,000 Closed
QIM
422
Quantitative Investment Management
Virginia
-$1.97M -96,600 Closed
B
423
Baird
Wisconsin
-$1.54M -75,731 Closed
MIU
424
Man Investments (UK)
United Kingdom
-$1.3M -63,992 Closed
CEP
425
Chicago Equity Partners
Illinois
-$1.21M -59,355 Closed

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.