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Pultegroup

476 hedge funds and large institutions have $6.56B invested in Pultegroup in 2017 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 149 increasing their positions, 170 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

44% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $37M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

27% more capital invested

Capital invested by funds: $5.16B → $6.56B (+$1.4B)

12% more funds holding

Funds holding: 426476 (+50)

3.08% more ownership

Funds ownership: 84.78%87.86% (+3.1%)

12% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 170

Holders
476
Holders Change
+50
Holders Change %
+11.74%
% of All Funds
11.85%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
93
Increased
149
Reduced
170
Closed
34
Calls
$53.3M
Puts
$37M
Net Calls
+$16.3M
Net Calls Change
+$41.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
401
Estabrook Capital Management
New York
$136K
LS
402
Livforsakringsbolaget Skandia
Sweden
$133K -$138K -6,400 -53%
FQ
403
First Quadrant
California
$132K
MFBTD
404
MB Financial Bank - Trust Department
Illinois
$129K +$118K +5,498 New
CBOA
405
Commonwealth Bank of Australia
Australia
$122K +$9.44K +438 +9%
SO
406
STRS Ohio
Ohio
$95K -$14.3K -663 -14%
TRCT
407
Tower Research Capital (TRC)
New York
$93K -$161K -7,452 -65%
MA
408
MUFG Americas
New York
$82K
GWM
409
Geneos Wealth Management
Colorado
$68K -$17.3K -805 -22%
OMCS
410
Old Mutual Customised Solutions
South Africa
$64K
ARMT
411
Amica Retiree Medical Trust
Rhode Island
$58K
MCM
412
Manchester Capital Management
Vermont
$55K
PCTC
413
Perkins Coie Trust Company
Washington
$47K
NFG
414
Next Financial Group
Texas
$45K -$43.1K -2,000 -50%
ST
415
Smithfield Trust
Pennsylvania
$44K +$40.5K +1,879 New
AIM
416
Acrospire Investment Management
Illinois
$41K +$37.5K +1,743 New
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$40.1K
NIPH
418
NN Investment Partners Holdings
Netherlands
$40K -$298K -13,827 -89%
BTIS
419
BB&T Investment Services
North Carolina
$39K +$12.3K +571 +43%
LNB
420
Ledyard National Bank
$36K
PA
421
Parallel Advisors
California
$36K +$22.8K +1,058 +188%
GI
422
Gradient Investments
Minnesota
$35K
PHK
423
Point72 Hong Kong
Hong Kong
$33K +$16K +745 +117%
GXMC
424
Global X Management Company
New York
$32K +$5.92K +275 +26%
Fifth Third Bancorp
425
Fifth Third Bancorp
Ohio
$31K -$56K -2,600 -66%

PHM Hedge Fund Activity: Q1 2017 in Review

476 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2017, worth a combined $6.56B — up 27% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new PHM positions and 34 closed out — a net gain of 59 holders — while 149 added to existing stakes and 170 trimmed.

The largest buyer was BlackRock, adding an estimated $479M. The largest seller was Morgan Stanley, cutting an estimated $84.6M.

  • 476 institutional investors held Pultegroup (PHM) as of Q1 2017, up from 426 in Q4 2016.
  • Funds reported $6.56B of Pultegroup stock for Q1 2017, up 27% quarter-over-quarter.
  • 93 funds opened new Pultegroup positions in Q1 2017 and 34 closed out, a net change of +59 holders.
  • The largest Pultegroup buyer in Q1 2017 was BlackRock, an estimated $479M added.
  • The largest Pultegroup seller in Q1 2017 was Morgan Stanley, an estimated $84.6M sold.

Based on aggregated 13F filings for Q1 2017.