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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
C
626
Cerebellum
California
– -$455K -12,447 Closed
JMPWA
627
JP Morgan Private Wealth Advisors
California
– -$424K -11,601 Closed
Point72 Asset Management
628
Point72 Asset Management
Connecticut
– -$417K -11,400 Closed
LCM
629
Landscape Capital Management
New Jersey
– -$342K -9,354 Closed
USAA
630
United Services Automobile Association
Texas
– -$330K -9,011 Closed
CS
631
Cannell & Spears
New York
– -$270K -7,379 Closed
PRC
632
Pearl River Capital
Michigan
– -$118K -3,228 Closed
FL
633
Fort LP
Maryland
– -$104K -2,837 Closed
WAM
634
Wolverine Asset Management
Illinois
– -$71K -1,963 Closed
KWA
635
KCS Wealth Advisory
California
– -$60.4K -1,652 Closed
Simplex Trading
636
Simplex Trading
Illinois
– -$58.3K -1,500 Closed
EDRH
637
Edmond de Rothschild Holding
Switzerland
– -$35K -945 Closed
VEA
638
Virtus ETF Advisers
New York
– -$18K -506 Closed
FAM
639
Fred Alger Management
New York
– -$17K -455 Closed
WCM
640
Whitener Capital Management
North Carolina
– -$8K -220 Closed
SWP
641
Strategic Wealth Partners
Ohio
– -$7 -211 Closed
PO
642
Private Ocean
California
– -$7K -175 Closed
TFS
643
TrustCore Financial Services
Tennessee
– -$5K -143 Closed
WWM
644
Willingdon Wealth Management
North Carolina
– -$2K -62 Closed
SCA
645
Stonebridge Capital Advisors
Minnesota
– -$2K -49 Closed
RA
646
Royce & Associates
New York
– -$2K -44 Closed
CIR
647
Clear Investment Research
Georgia
– -$2K -43 Closed
LWA
648
Lenox Wealth Advisors
New York
– +$194 +5 New
UFF
649
USA Financial Formulas
Michigan
– +$194 +5 New
AS
650
Altshuler Shaham
Israel
– +$311 +8 New
22 23 24 25
26

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.