Pultegroup
PHM
415 hedge funds and large institutions have $5.85B invested in Pultegroup in 2016 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 167 reducing their positions, and 44 closing their positions.
43% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 44
3% more funds holding
Funds holding: 401 → 415 (+14)
3% less capital invested
Capital invested by funds: $6.01B → $5.85B (-$162M)
3.02% less ownership
Funds ownership: 89.13% → 86.11% (-3%)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
30% less call options, than puts
Call options by funds: $46M | Put options by funds: $66.1M
31% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 167
Top Buyers
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$42M |
| 2 |
Morgan Stanley
New York
|
+$38.4M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
+$36.9M |
| 4 |
HP
Holowesko Partners
Nassau,
Bahamas
|
+$31.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.5M |
Top Sellers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$76.2M |
| 2 |
JP Morgan Chase
New York
|
-$62.2M |
| 3 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
-$47.2M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$41M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCA
451
Checchi Capital Advisers
Beverly Hills,
California
| – | -$30K | -1,539 | Closed |
|
452
First Manhattan
New York
| – | -$7K | -405 | Closed |
|
|
BBHC
453
Brown Brothers Harriman & Co
New York
| – | -$6K | -322 | Closed |
|
|
ST
454
Spot Trading
Chicago,
Illinois
| – | -$5.8K | -280 | Closed |
|
|
WA
455
WFG Advisors
Dallas,
Texas
| – | -$2K | -78 | Closed |
|
|
KTC
456
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$1K | -74 | Closed |
|
|
VNA
457
Valley National Advisers
Bethlehem,
Pennsylvania
| – | +$373 | +18 | New |
|
PHM Hedge Fund Activity: Q3 2016 in Review
415 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2016, worth a combined $5.85B — down 2.7% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new PHM positions and 44 closed out — a net gain of 19 holders — while 116 added to existing stakes and 167 trimmed.
The largest buyer was Chartwell Investment Partners, adding an estimated $42M. The largest seller was Credit Suisse, cutting an estimated $76.2M.
- 415 institutional investors held Pultegroup (PHM) as of Q3 2016, up from 401 in Q2 2016.
- Funds reported $5.85B of Pultegroup stock for Q3 2016, down 2.7% quarter-over-quarter.
- 63 funds opened new Pultegroup positions in Q3 2016 and 44 closed out, a net change of +19 holders.
- The largest Pultegroup buyer in Q3 2016 was Chartwell Investment Partners, an estimated $42M added.
- The largest Pultegroup seller in Q3 2016 was Credit Suisse, an estimated $76.2M sold.
Based on aggregated 13F filings for Q3 2016.