Pultegroup
405 hedge funds and large institutions have $6.31B invested in Pultegroup in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 157 reducing their positions, and 51 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8% more capital invested
Capital invested by funds: $5.86B → $6.31B (+$454M)
2.64% more ownership
Funds ownership: 80.2% → 82.83% (+2.6%)
0% more call options, than puts
Call options by funds: $185M | Put options by funds: $184M
4% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 51
1% less funds holding
Funds holding: 410 → 405 (-5)
20% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$103M |
| 2 |
HCM
Hoplite Capital Management
New York
|
+$70.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$54.7M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
+$46.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$42.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$49.9M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$38.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$32.1M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$29.9M |
| 5 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
-$28.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
451
Torch Wealth Management
Cincinnati,
Ohio
| – | -$38K | -2,000 | Closed |
|
|
OMCS
452
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$25K | -1,300 | Closed |
|
453
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$23K | -1,178 | Closed |
|
|
BBHC
454
Brown Brothers Harriman & Co
New York
| – | -$19K | -1,000 | Closed |
|
|
EWM
455
Evercore Wealth Management
New York
| – | -$2K | -85 | Closed |
|
|
VIA
456
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$1K | -32 | Closed |
|
PHM Hedge Fund Activity: Q2 2014 in Review
405 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2014, worth a combined $6.31B — up 7.7% from $5.86B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of PHM and 49 opened new positions — a net loss of 2 holders — while 157 trimmed existing stakes and 125 added.
The largest buyer was JP Morgan Chase, adding an estimated $103M. The largest seller was Wellington Management Group, cutting an estimated $49.9M.
- 405 institutional investors held Pultegroup (PHM) as of Q2 2014, down from 410 in Q1 2014.
- Funds reported $6.31B of Pultegroup stock for Q2 2014, up 7.7% quarter-over-quarter.
- 49 funds opened new Pultegroup positions in Q2 2014 and 51 closed out, a net change of -2 holders.
- The largest Pultegroup buyer in Q2 2014 was JP Morgan Chase, an estimated $103M added.
- The largest Pultegroup seller in Q2 2014 was Wellington Management Group, an estimated $49.9M sold.
Based on aggregated 13F filings for Q2 2014.