Pultegroup
409 hedge funds and large institutions have $6.84B invested in Pultegroup in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 119 increasing their positions, 170 reducing their positions, and 53 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
9% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 53
2% more capital invested
Capital invested by funds: $6.7B → $6.84B (+$135M)
0% less funds holding
Funds holding: 410 → 409 (-1)
0.56% less ownership
Funds ownership: 84.66% → 84.1% (-0.56%)
11% less call options, than puts
Call options by funds: $75.4M | Put options by funds: $85M
30% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
+$69M |
| 2 |
JP Morgan Chase
New York
|
+$56M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$54.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$51.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$82.5M |
| 2 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$58.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$57.8M |
| 4 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
-$55.5M |
| 5 |
MAM
Marketfield Asset Management
New York
|
-$39.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Allianz Asset Management
Munich,
Germany
| – | -$105K | -4,895 | Closed |
|
452
Schroder Investment Management Group
London,
United Kingdom
| – | -$69K | -3,200 | Closed |
|
|
EPM
453
Equitec Proprietary Markets
Chicago,
Illinois
| – | -$65K | -3,012 | Closed |
|
|
NPC
454
National Planning Corporation
El Segundo,
California
| – | -$56.6K | -2,607 | Closed |
|
|
IC
455
IKOS CIF
Limassol,
Cyprus
| – | -$41K | -1,956 | Closed |
|
|
FHA
456
First Horizon Advisors
Memphis,
Tennessee
| – | -$18K | -880 | Closed |
|
|
IRS
457
Invictus RG (Singapore)
Singapore
| – | -$11K | -518 | Closed |
|
|
BRWA
458
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$11 | -500 | Closed |
|
|
GWS
459
Glassman Wealth Services
Vienna,
Virginia
| – | -$11K | -498 | Closed |
|
|
RMAM
460
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$4K | -206 | Closed |
|
|
FANJ
461
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$3K | -136 | Closed |
|
|
RFA
462
Reilly Financial Advisors
La Mesa,
California
| – | -$2K | -100 | Closed |
|
PHM Hedge Fund Activity: Q1 2015 in Review
409 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2015, worth a combined $6.84B — up 2% from $6.7B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new PHM positions and 53 closed out — a net gain of 5 holders — while 119 added to existing stakes and 170 trimmed.
The largest buyer was Soros Fund Management, opening a new position worth an estimated $69M. The largest seller was TIAA CREF Investment Management, cutting an estimated $82.5M.
- 409 institutional investors held Pultegroup (PHM) as of Q1 2015, down from 410 in Q4 2014.
- Funds reported $6.84B of Pultegroup stock for Q1 2015, up 2% quarter-over-quarter.
- 58 funds opened new Pultegroup positions in Q1 2015 and 53 closed out, a net change of +5 holders.
- The largest Pultegroup buyer in Q1 2015 was Soros Fund Management, an estimated $69M added.
- The largest Pultegroup seller in Q1 2015 was TIAA CREF Investment Management, an estimated $82.5M sold.
Based on aggregated 13F filings for Q1 2015.