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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
SWA
501
Sutton Wealth Advisors
Florida
$8.05K
SPL
502
Smart Portfolios LLC
Washington
$7K -$2.92K -107 -30%
SSB
503
Sandy Spring Bank
Maryland
$7K
AIA
504
Alera Investment Advisors
Illinois
$7K +$245 +9 +4%
AOWM
505
Alpha Omega Wealth Management
Virginia
$6K
SWP
506
Strategic Wealth Partners
Ohio
$6K
WCM
507
Whitener Capital Management
North Carolina
$6K
JCM
508
Jacobi Capital Management
Pennsylvania
$5K
VRM
509
Vectors Research Management
New York
$5K
BWM
510
Baystate Wealth Management
Massachusetts
$5K +$27 +1 +0.6%
MCM
511
MV Capital Management
Maryland
$5K +$2.67K +98 +113%
TSW
512
Thompson Siegel & Walmsley
Virginia
$5K +$5.31K +195 New
WPA
513
West Paces Advisors
Georgia
$4.39K
EARNEST Partners
514
EARNEST Partners
Georgia
$4K
GAM
515
Gemmer Asset Management
California
$4K
CI
516
CX Institutional
Indiana
$4K +$3.73K +137 New
IA
517
IFP Advisors
Florida
$3K -$123K -4,526 -98%
FRA
518
Front Row Advisors
California
$3K -$2.26K -83 -44%
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$3K -$109 -4 -4%
BCA
520
Berman Capital Advisors
Georgia
$3K
CHC
521
City Holding Co
West Virginia
$3K
CAW
522
Cornerstone Advisors (Washington)
Washington
$3K
GWS
523
Glassman Wealth Services
Virginia
$3K
M
524
MOTCO
Texas
$3K
OIA
525
OneDigital Investment Advisors
Kansas
$3K

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.