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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
O
76
OppenheimerFunds
New York
$11.1M +$2.12M +107,370 +23%
PAMU
77
Pictet Asset Management (UK)
United Kingdom
$11.1M -$7.65M -387,282 -40%
Prudential Financial
78
Prudential Financial
New Jersey
$10.3M +$1.99M +100,885 +23%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$10.3M -$29.6K -1,500 -0.3%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$10.2M -$368K -18,630 -3%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$10.2M +$1.05M +53,200 +11%
Principal Financial Group
82
Principal Financial Group
Iowa
$9.6M -$43.9K -2,224 -0.4%
CCM
83
Cadence Capital Management
Massachusetts
$9.32M +$1.7M +85,850 +21%
VRS
84
Virginia Retirement Systems
Virginia
$9.25M +$9.52M +482,091 New
AIA
85
Affinity Investment Advisors
California
$9.01M -$395 -20 -0%
BA
86
Bridgewater Associates
Connecticut
$8.99M +$3.19M +161,600 +53%
LCOV
87
London Company of Virginia
Virginia
$8.93M +$9.19M +465,180 New
MTB
88
Mizuho Trust & Banking
Japan
$8.8M -$332K -16,819 -4%
PPA
89
Parametric Portfolio Associates
Washington
$8.65M +$512K +25,925 +6%
BCM
90
Brown Capital Management
Maryland
$8.54M -$73.6K -3,726 -0.8%
MCM
91
McKinley Capital Management
Alaska
$7.99M +$8.22M +416,093 New
AAM
92
Archipel Asset Management
Sweden
$7.88M -$919K -46,512 -10%
PAM
93
Panagora Asset Management
Massachusetts
$7.81M -$3.63M -183,668 -31%
FQ
94
First Quadrant
California
$7.76M -$225K -11,400 -3%
BJ
95
BlackRock Japan
Japan
$7.72M -$345K -17,462 -4%
AP
96
Alydar Partners
Massachusetts
$7.68M +$1.97M +100,000 +33%
NI
97
Numeric Investors
Massachusetts
$7.62M +$7.08M +358,700 +939%
DP
98
DW Partners
New York
$7.29M +$7.53M +381,400 New
AAP
99
Ardsley Advisory Partners
Connecticut
$7.2M +$987K +50,000 +15%
PL
100
Perpetual Ltd
Australia
$7.17M +$1.59M +80,500 +27%

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.