We are live on ! Find out more
PHM icon

Pultegroup

552 hedge funds and large institutions have $6.63B invested in Pultegroup in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 231 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

6% more capital invested

Capital invested by funds: $6.26B → $6.63B (+$369M)

4% more funds holding

Funds holding: 530552 (+22)

1.29% less ownership

Funds ownership: 86.88%85.6% (-1.3%)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 231

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

52% less call options, than puts

Call options by funds: $38.7M | Put options by funds: $81.2M

Holders
552
Holders Change
+22
Holders Change %
+4.15%
% of All Funds
11.95%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
77
Increased
159
Reduced
231
Closed
49
Calls
$38.7M
Puts
$81.2M
Net Calls
-$42.5M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
Manchester Capital Management
Vermont
$66K
QCG
452
Quadrant Capital Group
Ohio
$66K +$48K +1,760 +262%
LC
453
Lavaca Capital
Texas
$66K +$64.7K +2,373 New
CAM
454
Cresset Asset Management
Illinois
$64K -$2.56K -94 -4%
FHA
455
Flagship Harbor Advisors
Massachusetts
$63K -$18.5K -678 -23%
SP
456
Symmetry Partners
Connecticut
$63K +$60.9K +2,236 New
PCM
457
Penserra Capital Management
California
$58K +$24.4K +894 +75%
ClearBridge Investments
458
ClearBridge Investments
New York
$57K
PCTC
459
Perkins Coie Trust Company
Washington
$56K
Fifth Third Bancorp
460
Fifth Third Bancorp
Ohio
$56K +$491 +18 +0.9%
HFM
461
Harvest Fund Management
China
$51K
VNA
462
Valley National Advisers
Pennsylvania
$51K +$47.3K +1,736 +1,702%
FMT
463
First Mercantile Trust
Tennessee
$49K -$11.2K -410 -19%
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$47.5K
ACA
465
Atlas Capital Advisors
Wyoming
$47.2K
KPW
466
Kore Private Wealth
New York
$46K +$44.4K +1,631 New
PCG
467
Private Capital Group
Connecticut
$45K +$22.5K +825 +104%
KL
468
KWMG LLC
Kansas
$45K +$44.3K +1,626 New
PA
469
Parallel Advisors
California
$44K -$27 -1 -0.1%
Rockefeller Capital Management
470
Rockefeller Capital Management
New York
$43K +$41.6K +1,526 New
GI
471
Gradient Investments
Minnesota
$42K
CIA
472
CSat Investment Advisory
Michigan
$42K +$491 +18 +1%
AIC
473
Ameritas Investment Company
Nebraska
$42K +$40.8K +1,498 New
WAM
474
Wealthspire Advisors (Maryland)
Maryland
$41K -$6.32K -232 -14%
EDRH
475
Edmond de Rothschild Holding
Switzerland
$40K -$29.7K -1,091 -43%

PHM Hedge Fund Activity: Q1 2019 in Review

552 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2019, worth a combined $6.63B — up 5.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PHM positions and 49 closed out — a net gain of 28 holders — while 159 added to existing stakes and 231 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $100M. The largest seller was Fidelity International, cutting an estimated $246M.

  • 552 institutional investors held Pultegroup (PHM) as of Q1 2019, up from 530 in Q4 2018.
  • Funds reported $6.63B of Pultegroup stock for Q1 2019, up 5.9% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2019 and 49 closed out, a net change of +28 holders.
  • The largest Pultegroup buyer in Q1 2019 was Arrowstreet Capital, an estimated $100M added.
  • The largest Pultegroup seller in Q1 2019 was Fidelity International, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2019.