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Pultegroup

426 hedge funds and large institutions have $5.16B invested in Pultegroup in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 122 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 57

3% more funds holding

Funds holding: 415426 (+11)

1.32% less ownership

Funds ownership: 86.11%84.78% (-1.3%)

12% less capital invested

Capital invested by funds: $5.85B → $5.16B (-$690M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 169

38% less call options, than puts

Call options by funds: $40.7M | Put options by funds: $65.6M

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
10.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
76
Increased
122
Reduced
169
Closed
57
Calls
$40.7M
Puts
$65.6M
Net Calls
-$24.9M
Net Calls Change
-$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
DL
451
Delta Lloyd
Netherlands
-$485K -24,182 Closed
Baird Financial Group
452
Baird Financial Group
Wisconsin
-$435K -21,705 Closed
UFF
453
USA Financial Formulas
Michigan
-$432K -21,547 Closed
CA
454
Cetera Advisors
Colorado
-$429K -21,138 Closed
LCS
455
Levin Capital Strategies
New York
-$381 -19,000 Closed
BAC
456
Boys Arnold & Co
North Carolina
-$367K -18,296 Closed
DC
457
Deere & Company
Illinois
-$312K -15,570 Closed
Verition Fund Management
458
Verition Fund Management
Connecticut
-$297K -14,826 Closed
HighTower Advisors
459
HighTower Advisors
Illinois
-$272K -13,576 Closed
RJT
460
Raymond James Trust
Florida
-$246K -12,299 Closed
CG
461
Clinton Group
New York
-$242K -12,081 Closed
Janney Montgomery Scott
462
Janney Montgomery Scott
Pennsylvania
-$237K -11,844 Closed
TSS
463
Two Sigma Securities
New York
-$224K -11,179 Closed
KRSITF
464
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$223K -11,120 Closed
FCBT
465
First Citizens Bank & Trust
North Carolina
-$220K -10,960 Closed
WAM
466
Wolverine Asset Management
Illinois
-$160K -7,998 Closed
OAM
467
Orinda Asset Management
California
-$153K -7,643 Closed
PCM
468
Prelude Capital Management
New York
-$104K -5,200 Closed
IPC
469
Independent Portfolio Consultants
Florida
-$95K -4,744 Closed
EDRH
470
Edmond de Rothschild Holding
Switzerland
-$70K -3,500 Closed
JFA
471
JNBA Financial Advisors
Minnesota
-$21K -1,049 Closed
S
472
SignatureFD
Georgia
-$21K -1,049 Closed
CIM
473
Contravisory Investment Management
Massachusetts
-$15K -762 Closed
AssetMark Inc
474
AssetMark Inc
California
-$7K -367 Closed
EWM
475
Evercore Wealth Management
New York
-$5K -241 Closed

PHM Hedge Fund Activity: Q4 2016 in Review

426 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2016, worth a combined $5.16B — down 12% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PHM positions and 57 closed out — a net gain of 19 holders — while 122 added to existing stakes and 169 trimmed.

The largest buyer was Holowesko Partners, adding an estimated $37.4M. The largest seller was Boston Partners, cutting an estimated $189M.

  • 426 institutional investors held Pultegroup (PHM) as of Q4 2016, up from 415 in Q3 2016.
  • Funds reported $5.16B of Pultegroup stock for Q4 2016, down 12% quarter-over-quarter.
  • 76 funds opened new Pultegroup positions in Q4 2016 and 57 closed out, a net change of +19 holders.
  • The largest Pultegroup buyer in Q4 2016 was Holowesko Partners, an estimated $37.4M added.
  • The largest Pultegroup seller in Q4 2016 was Boston Partners, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2016.