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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
WCA
426
Waratah Capital Advisors
Ontario, Canada
-$994K -48,800 Closed
BFG
427
Beacon Financial Group
Texas
-$972K -48,282 Closed
WC
428
Wexford Capital
Florida
-$969K -47,580 Closed
CPIM
429
Columbia Partners Investment Management
Virginia
-$861K -42,281 Closed
BCMU
430
BlueCrest Capital Management (UK)
Guernsey
-$770K -37,800 Closed
JIC
431
Johnson Investment Counsel
Ohio
-$525K -25,780 Closed
BOH
432
Bank of Hawaii
Hawaii
-$498K -24,470 Closed
AL
433
Airain Ltd
Guernsey
-$497K -24,386 Closed
BCM
434
Bluefin Capital Management
New York
-$413K -20,282 Closed
Two Sigma Advisers
435
Two Sigma Advisers
New York
-$345K -17,455 Closed
QT
436
Quantbot Technologies
New York
-$325K -16,000 Closed
GCA
437
Gideon Capital Advisors
New York
-$273K -13,396 Closed
FCH
438
Freestone Capital Holdings
Washington
-$265K -13,013 Closed
Franklin Resources
439
Franklin Resources
California
-$265K -12,996 Closed
Verition Fund Management
440
Verition Fund Management
Connecticut
-$244K -11,974 Closed
RCM
441
Reynolds Capital Management
Nevada
-$208K -10,200 Closed
CONA
442
Capital One National Association
New York
-$207K -10,172 Closed
AB
443
Amalgamated Bank
New York
-$204K -10,011 Closed
MP
444
Manifold Partners
California
-$86K -4,200 Closed
SSG
445
Summit Securities Group
New York
-$65K -3,200 Closed
MUMSS
446
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$43K -2,120 Closed
ICM
447
Ionic Capital Management
New York
-$33K -1,600 Closed
WRM
448
Westport Resources Management
Connecticut
-$18K -868 Closed
ASN
449
Advisory Services Network
Georgia
-$14K -675 Closed
OSAM
450
O'Shaughnessy Asset Management
Connecticut
-$12K -607 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.