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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
MME
401
Meag Munich Ergo
Germany
$260K -$2.32M -85,276 -90%
WIA
402
Wealthstreet Investment Advisors
Texas
$258K
AMI
403
Amica Mutual Insurance
Rhode Island
$250K
WCA
404
Westover Capital Advisors
Delaware
$246K -$15.9K -582 -6%
ASN
405
Advisory Services Network
Georgia
$244K -$16.3K -597 -6%
AP
406
Advisor Partners
California
$242K +$13.2K +485 +6%
MOS
407
MGO One Seven
Ohio
$240K -$43.6K -1,600 -16%
UCFA
408
United Capital Financial Advisors
Texas
$240K +$8.58K +315 +4%
SIC
409
Schwartz Investment Counsel
Michigan
$238K -$2.73K -100 -1%
MC
410
Machina Capital
France
$236K -$162K -5,955 -41%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$235K +$18K +661 +8%
AIL
412
AGF Investments LLC
Ontario, Canada
$234K +$224K +8,208 +4,611%
CI
413
Chartist Inc
California
$228K -$627 -23 -0.3%
HSA
414
HBK Sorce Advisory
Pennsylvania
$228K +$2.04K +75 +0.9%
EMG
415
Ellington Management Group
Connecticut
$226K -$40.9K -1,500 -16%
BFS
416
Bradley Foster & Sargent
Connecticut
$224K +$218K +8,000 New
WP
417
WealthPLAN Partners
Nebraska
$219K +$187K +6,865 New
RIM
418
Rampart Investment Management
Connecticut
$215K +$141K +5,191 +208%
HI
419
Horizon Investments
North Carolina
$213K +$208K +7,618 New
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$210K -$74K -2,715 -27%
EOJOAM
421
E. Ohman J:or Asset Management
Sweden
$210K +$204K +7,500 New
BCM
422
Brown Capital Management
Maryland
$206K +$201K +7,375 New
CS
423
Cannell & Spears
New York
$206K +$201K +7,379 New
CI
424
Cigna Investments
Connecticut
$202K -$15.3K -563 -7%
RCAG
425
Rehmann Capital Advisory Group
Michigan
$201K +$409 +15 +0.2%

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.