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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
Deutsche Bank
26
Deutsche Bank
Germany
$53.3M -$4.89M -257,734 -8%
CLM
27
ClearBridge LLC (Maryland)
Maryland
$53.2M -$20.1M -1,055,967 -27%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$52M +$2.05M +107,959 +4%
AllianceBernstein
29
AllianceBernstein
Tennessee
$48.4M -$12M -633,577 -19%
Goldman Sachs
30
Goldman Sachs
New York
$44.4M -$11.5M -606,085 -20%
BG
31
BlackRock Group
United Kingdom
$44.1M +$380K +20,012 +0.8%
TA
32
Teachers Advisors
New York
$40.6M +$5.39M +283,598 +15%
OTPPB
33
Ontario Teachers' Pension Plan Board
Ontario, Canada
$39.8M +$35.7M +1,879,696 +656%
BTS
34
BB&T Securities
Virginia
$37.2M
ECM
35
Element Capital Management
New York
$36.6M
FMI
36
Factory Mutual Insurance
Massachusetts
$35.2M
GC
37
Guggenheim Capital
Illinois
$34.2M +$9.72M +511,828 +38%
Toronto Dominion Bank
38
Toronto Dominion Bank
Ontario, Canada
$34.1M +$14.1M +742,379 +67%
SG Americas Securities
39
SG Americas Securities
New York
$33.2M +$9.56M +503,377 +39%
Bank of America
40
Bank of America
North Carolina
$31.9M -$19.7M -1,035,701 -37%
LCOV
41
London Company of Virginia
Virginia
$30.1M -$1.95M -102,743 -6%
PPA
42
Parametric Portfolio Associates
Washington
$26M -$3.09M -162,679 -10%
Invesco
43
Invesco
Georgia
$24.9M +$1.6M +84,099 +7%
UBS Group
44
UBS Group
Switzerland
$24.6M -$512K -26,965 -2%
Legal & General Group
45
Legal & General Group
United Kingdom
$23.4M +$489K +25,750 +2%
Calamos Advisors
46
Calamos Advisors
Illinois
$23.4M -$10.7M -561,163 -31%
HI
47
HBK Investments
Texas
$23.4M +$21.7M +1,140,600 +870%
Charles Schwab
48
Charles Schwab
California
$22.9M +$982K +51,687 +4%
CCP
49
Clough Capital Partners
Massachusetts
$22.7M +$5.79M +304,821 +33%
GPCM
50
Greenbrier Partners Capital Management
Texas
$22.1M

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.