We are live on ! Find out more
PHM icon

Pultegroup

426 hedge funds and large institutions have $5.16B invested in Pultegroup in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 122 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 57

3% more funds holding

Funds holding: 415426 (+11)

1.32% less ownership

Funds ownership: 86.11%84.78% (-1.3%)

12% less capital invested

Capital invested by funds: $5.85B → $5.16B (-$690M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 169

38% less call options, than puts

Call options by funds: $40.7M | Put options by funds: $65.6M

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
10.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
76
Increased
122
Reduced
169
Closed
57
Calls
$40.7M
Puts
$65.6M
Net Calls
-$24.9M
Net Calls Change
-$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAMU
51
Rothschild & Co Asset Management US
Connecticut
$19.1M -$23.6M -1,244,208 -55%
O
52
OppenheimerFunds
New York
$19M +$3.3M +173,915 +20%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$19M +$19.6M +1,031,548 New
Citadel Advisors
54
Citadel Advisors
Florida
$18.7M +$14.2M +747,610 +275%
CGM
55
Capital Growth Management
Massachusetts
$18.4M +$19M +1,000,000 New
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$18.1M +$8.22M +432,626 +78%
First Trust Advisors
57
First Trust Advisors
Illinois
$17.9M -$2.02M -106,587 -10%
CP
58
Covalent Partners
Massachusetts
$17.3M +$11.3M +595,225 +172%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$17.1M -$239K -12,606 -1%
Prudential Financial
60
Prudential Financial
New Jersey
$17M -$972K -51,160 -5%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$16.8M -$8.39M -441,766 -33%
Swiss National Bank
62
Swiss National Bank
Switzerland
$15.9M
MCM
63
Maryland Capital Management
Maryland
$15M +$15.5M +814,375 New
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$14.6M -$1.78M -93,900 -11%
RCIM
65
Russell Clark Investment Management
United Kingdom
$13.8M +$14.2M +750,000 New
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$13.5M -$484K -25,500 -3%
UBS AM
67
UBS AM
Illinois
$13.5M -$81.6K -4,298 -0.6%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$13.4M -$365K -19,200 -3%
BIM
69
BlackRock Investment Management
Delaware
$13.2M +$466K +24,520 +4%
WAM
70
Winslow Asset Management
Ohio
$13.1M +$30.2K +1,589 +0.2%
Wells Fargo
71
Wells Fargo
California
$13M -$14.4M -758,068 -52%
JHIU
72
Janus Henderson Investors US
Colorado
$13M +$11.1M +584,804 +485%
Asset Management One
73
Asset Management One
Japan
$12.7M +$12.2M +644,705 +1,396%
WI
74
Wafra Inc
New York
$11.7M +$2.1M +110,689 +21%
BlackRock
75
BlackRock
New York
$11.6M -$152K -8,028 -1%

PHM Hedge Fund Activity: Q4 2016 in Review

426 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2016, worth a combined $5.16B — down 12% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PHM positions and 57 closed out — a net gain of 19 holders — while 122 added to existing stakes and 169 trimmed.

The largest buyer was Holowesko Partners, adding an estimated $37.4M. The largest seller was Boston Partners, cutting an estimated $189M.

  • 426 institutional investors held Pultegroup (PHM) as of Q4 2016, up from 415 in Q3 2016.
  • Funds reported $5.16B of Pultegroup stock for Q4 2016, down 12% quarter-over-quarter.
  • 76 funds opened new Pultegroup positions in Q4 2016 and 57 closed out, a net change of +19 holders.
  • The largest Pultegroup buyer in Q4 2016 was Holowesko Partners, an estimated $37.4M added.
  • The largest Pultegroup seller in Q4 2016 was Boston Partners, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2016.