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Pultegroup
PHM

607 hedge funds and large institutions have $9.5B invested in Pultegroup in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 200 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $8.62B → $9.5B (+$881M)

8% more funds holding

Funds holding: 560 → 607 (+47)

4.39% more ownership

Funds ownership: 86.12% → 90.52% (+4.4%)

11% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 225

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

38% less call options, than puts

Call options by funds: $67.9M | Put options by funds: $110M

Holders
607
Holders Change
+47
Holders Change %
+8.39%
% of All Funds
11.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
104
Increased
200
Reduced
225
Closed
45
Calls
$67.9M
Puts
$110M
Net Calls
-$42.3M
Net Calls Change
-$35.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$155M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$76M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$72.9M
4
APG Asset Management
APG Asset Management
Netherlands
+$51.2M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$44.9M

Top Sellers

1
GA
Greenhaven Associates
New York
-$82.6M
2
MVP
Miller Value Partners
Florida
-$53.3M
3
SC
Samlyn Capital
New York
-$53.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
551
Intercontinental Wealth Advisors
Texas
$11K -$5.75K -148 -37%
ZB
552
Zions Bancorporation
Utah
$11K -$777 -20 -7%
OPS
553
Orion Portfolio Solutions
Nebraska
$11K +$10.6K +274 New
HR
554
Howe & Rusling
New York
$10K -$971 -25 -9%
SSB
555
Sandy Spring Bank
Maryland
$10K – – –
CAW
556
Cornerstone Advisors (Washington)
Washington
$10K +$777 +20 +9%
EW
557
Evoke Wealth
California
$8.52K +$117 +3 +1%
SL
558
Savior LLC
Massachusetts
$8K +$7.81K +201 New
ACM
559
Allred Capital Management
Texas
$7.53K +$7.54K +194 New
JCM
560
Jacobi Capital Management
Pennsylvania
$7K – – –
VRM
561
Vectors Research Management
New York
$7K – – –
PFBT
562
Parkside Financial Bank & Trust
Missouri
$7K +$2.56K +66 +53%
WPA
563
West Paces Advisors
Georgia
$6.09K – – –
SLF
564
Sun Life Financial
Ontario, Canada
$6K -$2.21K -57 -27%
BWM
565
Baystate Wealth Management
Massachusetts
$6K – – –
EARNEST Partners
566
EARNEST Partners
Georgia
$6K – – –
VCM
567
Versant Capital Management
Arizona
$6K +$1.32K +34 +27%
HIA
568
Harbor Investment Advisory
Maryland
$6K +$6.02K +155 New
EWM
569
EPG Wealth Management
Georgia
$6K +$6.29K +162 New
RMAM
570
Raab & Moskowitz Asset Management
New Jersey
$6K +$6.8K +175 New
GAM
571
Gemmer Asset Management
California
$5K -$544 -14 -10%
AF
572
Allworth Financial
California
$5K – – –
GWS
573
Glassman Wealth Services
Virginia
$5K – – –
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$5K +$194 +5 +4%
FRA
575
Front Row Advisors
California
$4K – – –
21 22
23
24 25

PHM Hedge Fund Activity: Q4 2019 in Review

607 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2019, worth a combined $9.5B — up 10% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PHM positions and 45 closed out — a net gain of 59 holders — while 200 added to existing stakes and 225 trimmed.

The largest buyer was AJO LP, adding an estimated $155M. The largest seller was Greenhaven Associates, cutting an estimated $82.6M.

  • 607 institutional investors held Pultegroup (PHM) as of Q4 2019, up from 560 in Q3 2019.
  • Funds reported $9.5B of Pultegroup stock for Q4 2019, up 10% quarter-over-quarter.
  • 104 funds opened new Pultegroup positions in Q4 2019 and 45 closed out, a net change of +59 holders.
  • The largest Pultegroup buyer in Q4 2019 was AJO LP, an estimated $155M added.
  • The largest Pultegroup seller in Q4 2019 was Greenhaven Associates, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.