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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
QC
401
QCM Cayman
Texas
$223K +$212K +9,096 New
CAM
402
Cypress Asset Management
Texas
$221K -$11.7K -500 -5%
KI
403
Koch Industries
Kansas
$220K +$209K +8,962 New
CI
404
Chartist Inc
California
$216K -$770 -33 -0.4%
MGIA
405
Moneta Group Investment Advisors
Missouri
$209K
FMT
406
First Mercantile Trust
Tennessee
$208K -$19.1K -820 -9%
ERSOT
407
Employees Retirement System of Texas
Texas
$196K
SC
408
SRB Corp
Massachusetts
$191K +$181K +7,768 New
OFW
409
Omnia Family Wealth
Florida
$174K
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$168K +$10.9K +465 +7%
VIA
411
Virtus Investment Advisers
Connecticut
$163K -$20.7K -889 -12%
AIP
412
Ameritas Investment Partners
Nebraska
$161K
ECM
413
Estabrook Capital Management
New York
$142K
Parallax Volatility Advisers
414
Parallax Volatility Advisers
California
$140K -$95.3K -4,083 -42%
LS
415
Livforsakringsbolaget Skandia
Sweden
$139K
FQ
416
First Quadrant
California
$137K
MFBTD
417
MB Financial Bank - Trust Department
Illinois
$135K
LTFS
418
Ladenburg Thalmann Financial Services
Florida
$115K +$79.8K +3,419 +268%
TRCT
419
Tower Research Capital (TRC)
New York
$100K +$3.45K +148 +4%
SO
420
STRS Ohio
Ohio
$99K
RIM
421
Rampart Investment Management
Connecticut
$92K +$67.8K +2,904 +349%
MA
422
MUFG Americas
New York
$86K
GWM
423
Geneos Wealth Management
Colorado
$76K +$5.58K +239 +8%
OMCS
424
Old Mutual Customised Solutions
South Africa
$66K
ARMT
425
Amica Retiree Medical Trust
Rhode Island
$60K

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.