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Pultegroup

550 hedge funds and large institutions have $7.17B invested in Pultegroup in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 210 increasing their positions, 187 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 58

12% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 187

2.76% more ownership

Funds ownership: 84.58%87.34% (+2.8%)

1% more funds holding

Funds holding: 544550 (+6)

3% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $57M

1% more capital invested

Capital invested by funds: $7.12B → $7.17B (+$46.5M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
550
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
12.59%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
70
Increased
210
Reduced
187
Closed
58
Calls
$58.7M
Puts
$57M
Net Calls
+$1.72M
Net Calls Change
+$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Parallel Advisors
California
$54K -$30 -1 -0.1%
EAM
477
Exane Asset Management
France
$53.8K +$56.3K +1,872 New
PFA
478
Pathway Financial Advisors
Vermont
$53K
CAPTRUST Financial Advisors
479
CAPTRUST Financial Advisors
North Carolina
$50K +$31.3K +1,040 +149%
MA
480
MUFG Americas
New York
$49K -$15K -500 -23%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$48K -$6.74K -224 -12%
PCM
482
Penserra Capital Management
California
$45K +$9.3K +309 +24%
LNB
483
Ledyard National Bank
$44K
GI
484
Gradient Investments
Minnesota
$43K -$211 -7 -0.5%
Fuller & Thaler Asset Management
485
Fuller & Thaler Asset Management
California
$40K
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$37K
ARMT
487
Amica Retiree Medical Trust
Rhode Island
$36K
ACM
488
AUA Capital Management
Pennsylvania
$36K
ST
489
Smithfield Trust
Pennsylvania
$36K
CFA
490
Carroll Financial Associates
North Carolina
$36K +$26.5K +880 +220%
SPIA
491
Steward Partners Investment Advisory
New York
$35K +$25.4K +843 +228%
CGI
492
CI Global Investments
California
$33K -$34.1K -1,134 -49%
IWP
493
Icon Wealth Partners
Texas
$30K +$31K +1,032 New
MWM
494
Mascoma Wealth Management
New Hampshire
$29K
PHK
495
Point72 Hong Kong
Hong Kong
$24K -$653K -21,707 -96%
AC
496
Avestar Capital
New York
$22K +$4.45K +148 +23%
GLI
497
Guardian Life Insurance
New York
$21K +$2.83K +94 +15%
CFA
498
Camarda Financial Advisors
Florida
$20K
PCFFS
499
Pacific Center for Financial Services
California
$20K
SLF
500
Sun Life Financial
Ontario, Canada
$20K +$20.3K +676 +1,878%

PHM Hedge Fund Activity: Q2 2018 in Review

550 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2018, worth a combined $7.17B — up 0.65% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new PHM positions and 58 closed out — a net gain of 12 holders — while 210 added to existing stakes and 187 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $75.4M. The largest seller was Boston Partners, exiting entirely with an estimated $110M sold.

  • 550 institutional investors held Pultegroup (PHM) as of Q2 2018, up from 544 in Q1 2018.
  • Funds reported $7.17B of Pultegroup stock for Q2 2018, up 0.65% quarter-over-quarter.
  • 70 funds opened new Pultegroup positions in Q2 2018 and 58 closed out, a net change of +12 holders.
  • The largest Pultegroup buyer in Q2 2018 was Goldman Sachs, an estimated $75.4M added.
  • The largest Pultegroup seller in Q2 2018 was Boston Partners, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2018.