Pultegroup
369 hedge funds and large institutions have $5.08B invested in Pultegroup in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 122 reducing their positions, and 87 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 122
3.86% less ownership
Funds ownership: 83.15% → 79.3% (-3.9%)
8% less funds holding
Funds holding: 400 → 369 (-31)
17% less capital invested
Capital invested by funds: $6.11B → $5.08B (-$1.03B)
20% less call options, than puts
Call options by funds: $149M | Put options by funds: $185M
33% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$183M |
| 2 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$116M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$99.7M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$81.6M |
| 5 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
+$67.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$348M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$100M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$66M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$65.9M |
| 5 |
Two Sigma Investments
New York
|
-$54.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Bessemer Group
Woodbridge,
New Jersey
| – | -$32K | -1,710 | Closed |
|
|
IRS
452
Invictus RG (Singapore)
Singapore
| – | -$29K | -1,508 | Closed |
|
|
HCM
453
Highlander Capital Management
Short Hills,
New Jersey
| – | -$9.48K | -500 | Closed |
|
|
PSI
454
Pinnacle Summer Investments
Fairfax,
Virginia
| – | -$4K | -220 | Closed |
|
|
GIA
455
Gargoyle Investment Advisor
Englewood,
New Jersey
| – | +$245K | +14,360 | New |
|
PHM Hedge Fund Activity: Q3 2013 in Review
369 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2013, worth a combined $5.08B — down 17% from $6.11B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of PHM and 58 opened new positions — a net loss of 29 holders — while 122 trimmed existing stakes and 141 added.
The largest buyer was Wellington Management Group, adding an estimated $183M. The largest seller was Fidelity Investments, cutting an estimated $348M.
- 369 institutional investors held Pultegroup (PHM) as of Q3 2013, down from 400 in Q2 2013.
- Funds reported $5.08B of Pultegroup stock for Q3 2013, down 17% quarter-over-quarter.
- 58 funds opened new Pultegroup positions in Q3 2013 and 87 closed out, a net change of -29 holders.
- The largest Pultegroup buyer in Q3 2013 was Wellington Management Group, an estimated $183M added.
- The largest Pultegroup seller in Q3 2013 was Fidelity Investments, an estimated $348M sold.
Based on aggregated 13F filings for Q3 2013.