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Pultegroup

489 hedge funds and large institutions have $6.38B invested in Pultegroup in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $39.6M | Put options by funds: $28.7M

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

3% more funds holding

Funds holding: 476489 (+13)

3% less capital invested

Capital invested by funds: $6.56B → $6.38B (-$174M)

5.4% less ownership

Funds ownership: 87.86%82.46% (-5.4%)

12% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 188

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
489
Holders Change
+13
Holders Change %
+2.73%
% of All Funds
12.19%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.15%
New
61
Increased
165
Reduced
188
Closed
47
Calls
$39.6M
Puts
$28.7M
Net Calls
+$10.9M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
451
Camarda Financial Advisors
Florida
$17K +$16.6K +711 New
GLI
452
Guardian Life Insurance
New York
$16K -$10.8K -464 -42%
QCG
453
Quadrant Capital Group
Ohio
$14K
FPFS
454
First Personal Financial Services
North Carolina
$13K
WA
455
WFG Advisors
Texas
$13K +$12.2K +521 New
Franklin Resources
456
Franklin Resources
California
$12K
CTC
457
Central Trust Company
Missouri
$12K +$5.58K +239 +100%
GRP
458
Global Retirement Partners
California
$11K
TDC
459
Thompson Davis & Co
Virginia
$10K -$257 -11 -3%
AIL
460
AGF Investments LLC
Ontario, Canada
$10K
CFA
461
Carroll Financial Associates
North Carolina
$9K
CFD
462
Creative Financial Designs
Indiana
$9K +$23 +1 +0.3%
DSI
463
Daiwa SB Investments
Japan
$8K +$7.24K +310 New
SWA
464
Sutton Wealth Advisors
Florida
$7.07K
Acadian Asset Management
465
Acadian Asset Management
Massachusetts
$7K -$190K -8,120 -97%
AIM
466
Advantage Investment Management
Iowa
$7K
IR
467
Invictus RG
Bermuda
$7K +$6.33K +271 New
NA
468
NewEdge Advisors
Louisiana
$6.77K +$6.3K +270 New
IIC
469
Integrated Investment Consultants
Michigan
$6K -$5.83K -250 -50%
IUHSA
470
Itau Unibanco Holding S.A.
Brazil
$6K +$5.6K +240 New
PFBT
471
Parkside Financial Bank & Trust
Missouri
$5K
AOWM
472
Alpha Omega Wealth Management
Virginia
$5K +$4.67K +200 New
JCM
473
Jacobi Capital Management
Pennsylvania
$4K
BWM
474
Baystate Wealth Management
Massachusetts
$4K +$23 +1 +0.6%
WIM
475
Westside Investment Management
California
$3.91K +$1.84K +79 +104%

PHM Hedge Fund Activity: Q2 2017 in Review

489 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2017, worth a combined $6.38B — down 2.7% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PHM positions and 47 closed out — a net gain of 14 holders — while 165 added to existing stakes and 188 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $85.1M. The largest seller was Boston Partners, cutting an estimated $205M.

  • 489 institutional investors held Pultegroup (PHM) as of Q2 2017, up from 476 in Q1 2017.
  • Funds reported $6.38B of Pultegroup stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 61 funds opened new Pultegroup positions in Q2 2017 and 47 closed out, a net change of +14 holders.
  • The largest Pultegroup buyer in Q2 2017 was AQR Capital Management, an estimated $85.1M added.
  • The largest Pultegroup seller in Q2 2017 was Boston Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2017.