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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
FNBT
401
FineMark National Bank & Trust
Florida
$4K
EF
402
Empirical Finance
Pennsylvania
$4K +$3.19K +168 New
BIG
403
Bellwether Investment Group
Tennessee
$4K +$3.74K +197 New
CFD
404
Creative Financial Designs
Indiana
$4K +$3.84K +202 New
PFBT
405
Parkside Financial Bank & Trust
Missouri
$3K +$1.03K +54 +40%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.66K +140 New
EARNEST Partners
407
EARNEST Partners
Georgia
$3K +$2.98K +157 New
FAN
408
Financial Advisors Network
California
$2.02K +$1.8K +95 New
PMFA
409
Plante Moran Financial Advisors
Michigan
$2K -$21.8K -1,149 -91%
GBBWRPM
410
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K
GWS
411
Glassman Wealth Services
Virginia
$2K +$1.69K +89 New
GAM
412
Gemmer Asset Management
California
$2K +$2.11K +111 +584%
WIM
413
Westside Investment Management
California
$1.41K +$1.42K +75 New
WPA
414
West Paces Advisors
Georgia
$1.2K +$1.23K +65 New
HR
415
Howe & Rusling
New York
$1K -$14.1K -740 -93%
VCM
416
Versant Capital Management
Arizona
$1K -$1.39K -73 -49%
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$1K
TWA
419
TCI Wealth Advisors
Arizona
$1K
WTB
420
Washington Trust Bank
Washington
$1K
LS
421
Livforsakringsbolaget Skandia
Sweden
$221 +$105K +5,536 +85%
SLF
422
Sun Life Financial
Ontario, Canada
$160 +$57 +3 New
ED
423
Exane Derivatives
France
$18 -$57 -3 -75%
Blackstone Inc
424
Blackstone Inc
New York
-$50.6M -2,527,203 Closed
DCM
425
Dulcet Capital Management
New York
-$33.2M -1,656,096 Closed

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.