Pultegroup
410 hedge funds and large institutions have $6.7B invested in Pultegroup in 2014 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 116 increasing their positions, 166 reducing their positions, and 49 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
37% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 49
21% more capital invested
Capital invested by funds: $5.54B → $6.7B (+$1.16B)
3% more funds holding
Funds holding: 399 → 410 (+11)
1.05% more ownership
Funds ownership: 83.61% → 84.66% (+1.1%)
28% less call options, than puts
Call options by funds: $127M | Put options by funds: $175M
30% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$110M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$57.6M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$49.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.7M |
| 5 |
ECM
Element Capital Management
New York
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$101M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$84.8M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$56.5M |
| 4 |
MAM
Marketfield Asset Management
New York
|
-$52.6M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$44.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WF
451
WealthTrust Fairport
Cleveland,
Ohio
| – | -$35K | -2,000 | Closed |
|
|
CA
452
CapWealth Advisors
Franklin,
Tennessee
| – | -$26K | -1,500 | Closed |
|
|
AFIA
453
America First Investment Advisors
Omaha,
Nebraska
| – | -$21K | -1,200 | Closed |
|
|
CFA
454
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$22K | -1,055 | Closed |
|
|
BAM
455
Brave Asset Management
Summit,
New Jersey
| – | -$9K | -500 | Closed |
|
|
PTC
456
Private Trust Company
Cleveland,
Ohio
| – | -$6K | -317 | Closed |
|
457
Acadian Asset Management
Boston,
Massachusetts
| – | -$5K | -280 | Closed |
|
|
AA
458
Apriem Advisors
Irvine,
California
| – | -$4K | -250 | Closed |
|
|
OCM
459
One Capital Management
Westlake Village,
California
| – | -$2K | -90 | Closed |
|
PHM Hedge Fund Activity: Q4 2014 in Review
410 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2014, worth a combined $6.7B — up 21% from $5.54B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new PHM positions and 49 closed out — a net gain of 18 holders — while 116 added to existing stakes and 166 trimmed.
The largest buyer was ClearBridge LLC (Maryland), opening a new position worth an estimated $110M. The largest seller was AllianceBernstein, cutting an estimated $101M.
- 410 institutional investors held Pultegroup (PHM) as of Q4 2014, up from 399 in Q3 2014.
- Funds reported $6.7B of Pultegroup stock for Q4 2014, up 21% quarter-over-quarter.
- 67 funds opened new Pultegroup positions in Q4 2014 and 49 closed out, a net change of +18 holders.
- The largest Pultegroup buyer in Q4 2014 was ClearBridge LLC (Maryland), an estimated $110M added.
- The largest Pultegroup seller in Q4 2014 was AllianceBernstein, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2014.