Pultegroup
524 hedge funds and large institutions have $6.19B invested in Pultegroup in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 189 increasing their positions, 196 reducing their positions, and 72 closing their positions.
0.77% more ownership
Funds ownership: 87.34% → 88.11% (+0.77%)
4% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 196
5% less funds holding
Funds holding: 550 → 524 (-26)
14% less capital invested
Capital invested by funds: $7.17B → $6.19B (-$972M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
27% less call options, than puts
Call options by funds: $67.7M | Put options by funds: $93M
28% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$126M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$67.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$60.5M |
| 4 |
Bank of New York Mellon
New York
|
+$52M |
| 5 |
State Street
Boston,
Massachusetts
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$101M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$73.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$53.9M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$36.4M |
| 5 |
Goldman Sachs
New York
|
-$31.8M |
PHM Hedge Fund Activity: Q3 2018 in Review
524 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2018, worth a combined $6.19B — down 14% from $7.17B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of PHM and 52 opened new positions — a net loss of 20 holders — while 196 trimmed existing stakes and 189 added.
The largest buyer was LSV Asset Management, adding an estimated $126M. The largest seller was Bank of America, cutting an estimated $101M.
- 524 institutional investors held Pultegroup (PHM) as of Q3 2018, down from 550 in Q2 2018.
- Funds reported $6.19B of Pultegroup stock for Q3 2018, down 14% quarter-over-quarter.
- 52 funds opened new Pultegroup positions in Q3 2018 and 72 closed out, a net change of -20 holders.
- The largest Pultegroup buyer in Q3 2018 was LSV Asset Management, an estimated $126M added.
- The largest Pultegroup seller in Q3 2018 was Bank of America, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2018.