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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
PFBT
526
Parkside Financial Bank & Trust
Missouri
$3K
PWM
527
PRW Wealth Management
Massachusetts
$3K
AF
528
Allworth Financial
California
$3K +$763 +28 +31%
PCP
529
Proficio Capital Partners
Massachusetts
$3K +$1.85K +68 +227%
IDBONY
530
Israel Discount Bank of New York
New York
$3K +$2.73K +100 New
SMFS
531
Squar Milner Financial Services
California
$3K +$3K +110 New
APA
532
American Portfolios Advisors
New York
$2.46K +$2.4K +88 New
VCM
533
Versant Capital Management
Arizona
$2K +$1.28K +47 +81%
RA
534
Rational Advisors
New York
$2K +$1.42K +52 +260%
CFG
535
Citizens Financial Group
Rhode Island
$2K +$2.13K +78 New
CIR
536
Clear Investment Research
Georgia
$1K
DAM
537
Delta Asset Management
Tennessee
$1K
DBT
538
Dubuque Bank & Trust
Iowa
$1K
FCA
539
FinTrust Capital Advisors
South Carolina
$1K
TFO
540
Tarbox Family Office
California
$1K
TWA
541
TCI Wealth Advisors
Arizona
$1K
WCM
542
WealthBridge Capital Management
Ohio
$1K
NR
543
Newfound Research
Massachusetts
$1K +$409 +15 +136%
CFB
544
Cullen/Frost Bankers
Texas
$1K +$818 +30 New
FGAM
545
Financial Gravity Asset Management
Texas
$1K +$1.04K +38 New
AF
546
Advisornet Financial
Minnesota
$1K +$1.23K +45 New
GT
547
Glenmede Trust
Pennsylvania
$152 -$3.38M -123,893 -96%
ED
548
Exane Derivatives
France
$28 -$13.6K -500 -100%
Lord, Abbett & Co
549
Lord, Abbett & Co
New Jersey
-$15.5M -596,000 Closed
IA
550
Icon Advisers
Colorado
-$11.6M -447,818 Closed

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.