We are live on ! Find out more
PHM icon

Pultegroup

410 hedge funds and large institutions have $5.86B invested in Pultegroup in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 125 increasing their positions, 152 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

5% more funds holding

Funds holding: 390410 (+20)

2.83% less ownership

Funds ownership: 83.03%80.2% (-2.8%)

9% less capital invested

Capital invested by funds: $6.46B → $5.86B (-$606M)

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

29% less call options, than puts

Call options by funds: $109M | Put options by funds: $153M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
410
Holders Change
+20
Holders Change %
+5.13%
% of All Funds
11.84%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
73
Increased
125
Reduced
152
Closed
47
Calls
$109M
Puts
$153M
Net Calls
-$44.3M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$44.2M -$2.8M -141,600 -6%
RFC
27
Russell Frank Company
Washington
$42.6M +$2.35M +119,079 +5%
CNB
28
City National Bank
California
$42.3M +$15.1M +763,879 +53%
WCM
29
Winton Capital Management
United Kingdom
$38.8M +$23.7M +1,198,355 +145%
Parnassus Investments
30
Parnassus Investments
California
$35.8M -$6.3M -318,916 -15%
CCP
31
Clough Capital Partners
Massachusetts
$34.2M +$20.7M +1,045,949 +142%
SG Americas Securities
32
SG Americas Securities
New York
$34.1M +$269K +13,643 +0.8%
Wells Fargo
33
Wells Fargo
California
$34M -$2.98M -150,741 -8%
RG
34
Renaissance Group
Kentucky
$32.4M -$27.8K -1,407 -0.1%
Deutsche Bank
35
Deutsche Bank
Germany
$30.7M -$86.2M -4,365,238 -73%
CS
36
Credit Suisse
Switzerland
$30.5M +$11.7M +590,798 +59%
CGM
37
Capital Growth Management
Massachusetts
$29.9M -$43.2M -2,190,000 -58%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$28.8M -$4.55M -230,645 -13%
GAM
39
Gotham Asset Management
New York
$28.5M +$29.3M +1,484,038 New
GC
40
Guggenheim Capital
Illinois
$28M +$6.79M +344,009 +31%
FMI
41
Factory Mutual Insurance
Massachusetts
$27.3M -$2.17M -110,000 -7%
UBS AM
42
UBS AM
Illinois
$26M +$5.47M +276,923 +26%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$26M -$9.98M -505,309 -27%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$25.5M +$26.2M +1,329,014 New
Legal & General Group
45
Legal & General Group
United Kingdom
$25.5M -$1.27M -64,061 -5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$25.4M -$325K -16,458 -1%
Invesco
47
Invesco
Georgia
$24.6M +$7.24M +366,378 +40%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$22.9M +$23.5M +1,191,454 New
Morgan Stanley
49
Morgan Stanley
New York
$22M -$27.2M -1,379,817 -55%
USAA
50
United Services Automobile Association
Texas
$21.9M +$1.38M +69,833 +7%

PHM Hedge Fund Activity: Q1 2014 in Review

410 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2014, worth a combined $5.86B — down 9.4% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PHM positions and 47 closed out — a net gain of 26 holders — while 125 added to existing stakes and 152 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $98.7M. The largest seller was AllianceBernstein, cutting an estimated $167M.

  • 410 institutional investors held Pultegroup (PHM) as of Q1 2014, up from 390 in Q4 2013.
  • Funds reported $5.86B of Pultegroup stock for Q1 2014, down 9.4% quarter-over-quarter.
  • 73 funds opened new Pultegroup positions in Q1 2014 and 47 closed out, a net change of +26 holders.
  • The largest Pultegroup buyer in Q1 2014 was Capital World Investors, an estimated $98.7M added.
  • The largest Pultegroup seller in Q1 2014 was AllianceBernstein, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2014.