Pultegroup
476 hedge funds and large institutions have $6.56B invested in Pultegroup in 2017 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 149 increasing their positions, 170 reducing their positions, and 34 closing their positions.
174% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 34
44% more call options, than puts
Call options by funds: $53.3M | Put options by funds: $37M
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
27% more capital invested
Capital invested by funds: $5.16B → $6.56B (+$1.4B)
12% more funds holding
Funds holding: 426 → 476 (+50)
3.08% more ownership
Funds ownership: 84.78% → 87.86% (+3.1%)
12% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$479M |
| 2 |
Renaissance Technologies
New York
|
+$84.6M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$59.9M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$54M |
| 5 |
JP Morgan Chase
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$84.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$65.6M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$62.3M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$39.5M |
| 5 |
ECM
Element Capital Management
New York
|
-$36.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIA
501
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$15.5K | -846 | Closed |
|
|
FNBT
502
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$4K | -200 | Closed |
|
|
EF
503
Empirical Finance
Havertown,
Pennsylvania
| – | -$4K | -168 | Closed |
|
504
EARNEST Partners
Atlanta,
Georgia
| – | -$3K | -157 | Closed |
|
505
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -140 | Closed |
|
|
FAN
506
Financial Advisors Network
Tustin,
California
| – | -$2.02K | -95 | Closed |
|
|
WPA
507
West Paces Advisors
Atlanta,
Georgia
| – | -$1.4K | -65 | Closed |
|
|
WTB
508
Washington Trust Bank
Spokane,
Washington
| – | -$1K | -49 | Closed |
|
|
ED
509
Exane Derivatives
Paris,
France
| – | -$18 | -1 | Closed |
|
|
PFO
510
Pathstone Family Office
Englewood,
New Jersey
| – | +$366 | +17 | New |
|
PHM Hedge Fund Activity: Q1 2017 in Review
476 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2017, worth a combined $6.56B — up 27% from $5.16B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new PHM positions and 34 closed out — a net gain of 59 holders — while 149 added to existing stakes and 170 trimmed.
The largest buyer was BlackRock, adding an estimated $479M. The largest seller was Morgan Stanley, cutting an estimated $84.6M.
- 476 institutional investors held Pultegroup (PHM) as of Q1 2017, up from 426 in Q4 2016.
- Funds reported $6.56B of Pultegroup stock for Q1 2017, up 27% quarter-over-quarter.
- 93 funds opened new Pultegroup positions in Q1 2017 and 34 closed out, a net change of +59 holders.
- The largest Pultegroup buyer in Q1 2017 was BlackRock, an estimated $479M added.
- The largest Pultegroup seller in Q1 2017 was Morgan Stanley, an estimated $84.6M sold.
Based on aggregated 13F filings for Q1 2017.