We are live on ! Find out more
PHM icon

Pultegroup

410 hedge funds and large institutions have $5.86B invested in Pultegroup in 2014 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 125 increasing their positions, 152 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

5% more funds holding

Funds holding: 390410 (+20)

2.83% less ownership

Funds ownership: 83.03%80.2% (-2.8%)

9% less capital invested

Capital invested by funds: $6.46B → $5.86B (-$606M)

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

29% less call options, than puts

Call options by funds: $109M | Put options by funds: $153M

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
410
Holders Change
+20
Holders Change %
+5.13%
% of All Funds
11.84%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
73
Increased
125
Reduced
152
Closed
47
Calls
$109M
Puts
$153M
Net Calls
-$44.3M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
51
Royal London Asset Management
United Kingdom
$21.4M +$21M +1,063,572 +1,451%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$20.7M +$7.31K +370 +0%
GPCM
53
Greenbrier Partners Capital Management
Texas
$19.2M
Charles Schwab
54
Charles Schwab
California
$18.8M +$1.38M +69,715 +8%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$18.1M
Barclays
56
Barclays
United Kingdom
$17.6M +$12M +608,988 +191%
WAM
57
Winslow Asset Management
Ohio
$17.1M +$46K +2,329 +0.3%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$16.7M -$3.6M -182,173 -17%
BlackRock
59
BlackRock
New York
$16.3M -$1.32M -66,817 -7%
PFU
60
Parus Finance (UK)
United Kingdom
$16.2M -$3.32M -168,099 -17%
First Trust Advisors
61
First Trust Advisors
Illinois
$14.4M +$14.8M +748,777 New
Citigroup
62
Citigroup
New York
$14.3M -$7.24M -366,772 -33%
QBFM
63
QS Batterymarch Financial Management
New York
$13.8M +$2.84M +143,979 +25%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$13.5M +$65.2K +3,300 +0.5%
CBOA
65
Commonwealth Bank of Australia
Australia
$12.8M +$2.22M +112,487 +20%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$12.6M -$85.5K -4,327 -0.7%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$12.5M -$411K -20,795 -3%
SCM
68
Stevens Capital Management
Pennsylvania
$12.5M +$12.8M +649,419 New
RCAMU
69
Rothschild & Co Asset Management US
Connecticut
$12.1M -$8.15M -412,438 -40%
BIM
70
BlackRock Investment Management
Delaware
$12M +$254K +12,857 +2%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$11.8M -$48.6K -2,460 -0.4%
BA
72
BlackRock Advisors
Delaware
$11.7M -$672K -34,051 -5%
CP
73
Covalent Partners
Massachusetts
$11.7M +$12M +607,200 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$11.6M -$5.41M -273,948 -31%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$11.4M -$922K -46,689 -7%

PHM Hedge Fund Activity: Q1 2014 in Review

410 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2014, worth a combined $5.86B — down 9.4% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PHM positions and 47 closed out — a net gain of 26 holders — while 125 added to existing stakes and 152 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $98.7M. The largest seller was AllianceBernstein, cutting an estimated $167M.

  • 410 institutional investors held Pultegroup (PHM) as of Q1 2014, up from 390 in Q4 2013.
  • Funds reported $5.86B of Pultegroup stock for Q1 2014, down 9.4% quarter-over-quarter.
  • 73 funds opened new Pultegroup positions in Q1 2014 and 47 closed out, a net change of +26 holders.
  • The largest Pultegroup buyer in Q1 2014 was Capital World Investors, an estimated $98.7M added.
  • The largest Pultegroup seller in Q1 2014 was AllianceBernstein, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2014.