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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
MA
476
MUFG Americas
New York
$38K +$36.6K +1,344 New
WAP
477
Wealthcare Advisory Partners
Pennsylvania
$36K
ARMT
478
Amica Retiree Medical Trust
Rhode Island
$35K
ACM
479
AUA Capital Management
Pennsylvania
$35K
ST
480
Smithfield Trust
Pennsylvania
$29K
BWA
481
Burt Wealth Advisors
Maryland
$28K
MWM
482
Mascoma Wealth Management
New Hampshire
$28K
Lazard Asset Management
483
Lazard Asset Management
New York
$27K -$11.7K -430 -31%
SWM
484
SeaCrest Wealth Management
New York
$25K -$21.8K -800 -47%
CFA
485
Camarda Financial Advisors
Florida
$23K +$3.43K +126 +18%
SL
486
Salomon & Ludwin
Virginia
$22K
GLI
487
Guardian Life Insurance
New York
$21K
EWM
488
Executive Wealth Management
Michigan
$20K -$1.2K -44 -6%
PCFFS
489
Pacific Center for Financial Services
California
$20K
JIP
490
JBJ Investment Partners
South Carolina
$17K +$17K +624 New
WCG
491
Weaver Consulting Group
California
$15K +$12.4K +454 New
HIIFS
492
Harel Insurance Investments & Financial Services
Israel
$14K -$40.9K -1,500 -75%
LC
493
Lindbrook Capital
California
$13K
Bessemer Group
494
Bessemer Group
New Jersey
$13K +$10.3K +377 +385%
SLF
495
Sun Life Financial
Ontario, Canada
$12K -$8.04K -295 -41%
AIM
496
Advantage Investment Management
Iowa
$12K -$6K -220 -34%
DSI
497
Daiwa SB Investments
Japan
$11K +$10.4K +380 New
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
$10K -$9.79M -359,311 -100%
ZB
499
Zions Bancorporation
Utah
$9K +$8.37K +307 New
CG
500
Cutler Group
California
$9K +$9.67K +355 New

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.