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Pultegroup
PHM

607 hedge funds and large institutions have $9.5B invested in Pultegroup in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 200 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $8.62B → $9.5B (+$881M)

8% more funds holding

Funds holding: 560 → 607 (+47)

4.39% more ownership

Funds ownership: 86.12% → 90.52% (+4.4%)

11% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 225

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

38% less call options, than puts

Call options by funds: $67.9M | Put options by funds: $110M

Holders
607
Holders Change
+47
Holders Change %
+8.39%
% of All Funds
11.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
104
Increased
200
Reduced
225
Closed
45
Calls
$67.9M
Puts
$110M
Net Calls
-$42.3M
Net Calls Change
-$35.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$155M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$76M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$72.9M
4
APG Asset Management
APG Asset Management
Netherlands
+$51.2M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$44.9M

Top Sellers

1
GA
Greenhaven Associates
New York
-$82.6M
2
MVP
Miller Value Partners
Florida
-$53.3M
3
SC
Samlyn Capital
New York
-$53.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$74.1M -$20.1M -518,064 -21%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$65M +$38.3M +986,745 +143%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$62.4M +$7.28M +187,312 +13%
UBS AM
29
UBS AM
Illinois
$61.9M +$23.2M +596,898 +60%
PAM
30
Panagora Asset Management
Massachusetts
$61M -$4.31M -110,868 -7%
GA
31
Greenhaven Associates
New York
$59.7M -$82.6M -2,125,205 -58%
Wells Fargo
32
Wells Fargo
California
$59.3M -$3.96M -101,819 -6%
UBS Group
33
UBS Group
Switzerland
$59.2M -$24.8M -637,436 -29%
JP Morgan Chase
34
JP Morgan Chase
New York
$57.9M -$33.7M -866,122 -37%
N
35
Nuveen
North Carolina
$57.6M -$19.6M -505,666 -25%
Ameriprise
36
Ameriprise
Minnesota
$54.7M +$37.7M +970,974 +221%
Bank of America
37
Bank of America
North Carolina
$52.2M -$6.85M -176,225 -12%
Deutsche Bank
38
Deutsche Bank
Germany
$51M +$12.6M +325,075 +33%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$49.5M +$1.18M +30,329 +2%
BCM
40
Bridgeway Capital Management
Texas
$47.6M -$233K -6,000 -0.5%
H
41
Hexavest
Quebec, Canada
$45.9M -$1.84M -47,374 -4%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$45.6M +$44.9M +1,155,590 +7,209%
Boston Partners
43
Boston Partners
Massachusetts
$45M -$27.3M -703,223 -38%
JIM
44
Jupiter Investment Management
United Kingdom
$44.7M +$31.9M +820,556 +248%
Squarepoint
45
Squarepoint
New York
$41.3M +$35.1M +903,706 +564%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$38.4M +$303K +7,800 +0.8%
GPCM
47
Greenbrier Partners Capital Management
Texas
$37.7M -$917K -23,598 -2%
TAM
48
Todd Asset Management
Kentucky
$36.5M -$396K -10,203 -1%
Axa
49
Axa
France
$36.4M +$19.2M +493,300 +111%
Millennium Management
50
Millennium Management
New York
$35.9M +$35.7M +919,522 +13,526%
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PHM Hedge Fund Activity: Q4 2019 in Review

607 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2019, worth a combined $9.5B — up 10% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PHM positions and 45 closed out — a net gain of 59 holders — while 200 added to existing stakes and 225 trimmed.

The largest buyer was AJO LP, adding an estimated $155M. The largest seller was Greenhaven Associates, cutting an estimated $82.6M.

  • 607 institutional investors held Pultegroup (PHM) as of Q4 2019, up from 560 in Q3 2019.
  • Funds reported $9.5B of Pultegroup stock for Q4 2019, up 10% quarter-over-quarter.
  • 104 funds opened new Pultegroup positions in Q4 2019 and 45 closed out, a net change of +59 holders.
  • The largest Pultegroup buyer in Q4 2019 was AJO LP, an estimated $155M added.
  • The largest Pultegroup seller in Q4 2019 was Greenhaven Associates, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.