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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
OFW
426
Omnia Family Wealth
Florida
$198K
PCM
427
Prelude Capital Management
New York
$191K +$51.1K +1,877 +38%
AIM
428
Anchor Investment Management
South Carolina
$187K -$118K -4,325 -39%
BBNA
429
Bremer Bank National Association
Minnesota
$186K +$160K +5,889 New
OWA
430
One Wealth Advisors
California
$184K -$63.8K -2,343 -26%
FQ
431
First Quadrant
California
$157K
AIP
432
Ameritas Investment Partners
Nebraska
$140K
CAPTRUST Financial Advisors
433
CAPTRUST Financial Advisors
North Carolina
$136K +$1.96K +72 +2%
Capstone Investment Advisors
434
Capstone Investment Advisors
New York
$130K +$126K +4,639 New
GWM
435
Geneos Wealth Management
Colorado
$128K -$6.87K -252 -5%
IUHSA
436
Itau Unibanco Holding S.A.
Brazil
$127K
EWA
437
Evolution Wealth Advisors
Florida
$126K
TNBTD
438
Trustmark National Bank Trust Department
Mississippi
$125K -$358K -13,126 -75%
MIFH
439
Migdal Insurance & Financial Holdings
Israel
$113K -$32.1K -1,178 -22%
FWM
440
Focused Wealth Management
New York
$112K
Marshall Wace
441
Marshall Wace
United Kingdom
$111K +$108K +3,959 New
NFG
442
Next Financial Group
Texas
$100K -$5.56K -204 -5%
NFH
443
NEXT Financial Holdings
Texas
$100K +$97.5K +3,579 New
PCA
444
Providence Capital Advisors
North Carolina
$95K -$37.2K -1,365 -29%
HNB
445
Huntington National Bank
Ohio
$93K -$210K -7,713 -70%
S
446
SignatureFD
Georgia
$91K -$1.77K -65 -2%
LFA
447
Legacy Financial Advisors
Kentucky
$85K +$5.67K +208 +7%
RIA
448
Realta Investment Advisors
Delaware
$82K +$78.3K +2,874 New
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$74K +$36.3K +1,332 +6,660%
CAL
450
Capital Analysts LLC
Pennsylvania
$66K -$121K -4,450 -65%

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.