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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
Charles Schwab
26
Charles Schwab
California
$57.4M +$11.3M +414,533 +25%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$50.5M +$4.47M +164,043 +10%
PPA
28
Parametric Portfolio Associates
Washington
$49.7M +$1.91M +70,231 +4%
Legal & General Group
29
Legal & General Group
United Kingdom
$48.6M +$8.86M +325,252 +23%
Wells Fargo
30
Wells Fargo
California
$40.4M -$306K -11,220 -0.8%
Millennium Management
31
Millennium Management
New York
$38.8M -$74M -2,714,075 -66%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$34.9M -$10.6M -387,800 -24%
H
33
Hexavest
Quebec, Canada
$34.9M +$34M +1,247,364 New
PI
34
PGGM Investments
Netherlands
$34.8M +$3.47M +127,341 +11%
TCIM
35
TIAA CREF Investment Management
New York
$34M -$29.9M -1,097,531 -47%
BCM
36
Bridgeway Capital Management
Texas
$33.6M -$1.53M -56,000 -4%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$33M -$6.33M -232,343 -16%
TAM
38
Todd Asset Management
Kentucky
$31.5M -$92.1K -3,381 -0.3%
Barclays
39
Barclays
United Kingdom
$31.3M +$13.9M +511,698 +84%
Morgan Stanley
40
Morgan Stanley
New York
$30.7M -$12.2M -445,972 -29%
Citigroup
41
Citigroup
New York
$30.4M +$17.7M +648,523 +148%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$29.3M +$28.5M +1,047,575 New
GPCM
43
Greenbrier Partners Capital Management
Texas
$28M
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$27.7M -$2.74M -100,370 -9%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$27.7M +$4.38M +160,549 +19%
UBS AM
46
UBS AM
Illinois
$26.8M -$4.18M -153,422 -14%
TA
47
Teachers Advisors
New York
$26.2M +$10M +367,665 +64%
Swiss National Bank
48
Swiss National Bank
Switzerland
$24.9M +$373K +13,700 +2%
PAM
49
Panagora Asset Management
Massachusetts
$23.8M -$8.72M -319,995 -27%
CS
50
Credit Suisse
Switzerland
$23.1M -$674K -24,748 -3%

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.