Pultegroup
401 hedge funds and large institutions have $6.01B invested in Pultegroup in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 144 reducing their positions, and 55 closing their positions.
8% more capital invested
Capital invested by funds: $5.54B → $6.01B (+$465M)
2.57% more ownership
Funds ownership: 86.56% → 89.13% (+2.6%)
7% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 55
8% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 144
2% less funds holding
Funds holding: 409 → 401 (-8)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
47% less call options, than puts
Call options by funds: $33.4M | Put options by funds: $63.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$217M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$163M |
| 3 |
EM
Elliott Management
New York
|
+$92.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$39.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$102M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$89.4M |
| 3 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
-$37.7M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$31.4M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$27.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
451
Point72 Hong Kong
Hong Kong
| – | -$7K | -400 | Closed |
|
|
PAI
452
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$6K | -300 | Closed |
|
|
RFA
453
Reilly Financial Advisors
La Mesa,
California
| – | -$2K | -98 | Closed |
|
454
AssetMark Inc
Concord,
California
| – | -$1K | -60 | Closed |
|
|
PCP
455
Proficio Capital Partners
Newton,
Massachusetts
| – | -$1K | -52 | Closed |
|
|
GAM
456
Gemmer Asset Management
Walnut Creek,
California
| – | +$352 | +19 | New |
|
|
NR
457
Newfound Research
Wellesley Hills,
Massachusetts
| – | +$426 | +23 | New |
|
PHM Hedge Fund Activity: Q2 2016 in Review
401 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2016, worth a combined $6.01B — up 8.4% from $5.54B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of PHM and 51 opened new positions — a net loss of 4 holders — while 144 trimmed existing stakes and 133 added.
The largest buyer was Credit Suisse, adding an estimated $217M. The largest seller was Wellington Management Group, cutting an estimated $102M.
- 401 institutional investors held Pultegroup (PHM) as of Q2 2016, down from 409 in Q1 2016.
- Funds reported $6.01B of Pultegroup stock for Q2 2016, up 8.4% quarter-over-quarter.
- 51 funds opened new Pultegroup positions in Q2 2016 and 55 closed out, a net change of -4 holders.
- The largest Pultegroup buyer in Q2 2016 was Credit Suisse, an estimated $217M added.
- The largest Pultegroup seller in Q2 2016 was Wellington Management Group, an estimated $102M sold.
Based on aggregated 13F filings for Q2 2016.