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
DIA
101
Denver Investment Advisors
Colorado
$7.13M +$201K +10,185 +3%
CA
102
Cetera Advisors
Colorado
$7M -$169K -8,565 -2%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$6.8M +$1.23M +62,169 +21%
DCM
104
Dupont Capital Management
Delaware
$6.66M -$342K -17,304 -5%
TSW
105
Thompson Siegel & Walmsley
Virginia
$6.63M +$3.2M +162,270 +88%
GF
106
Gabelli Funds
New York
$6.62M
MAA
107
Managed Account Advisors
New Jersey
$6.62M -$540K -27,348 -7%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$6.52M +$2.98M +150,800 +80%
Swiss National Bank
109
Swiss National Bank
Switzerland
$6.43M -$699K -35,400 -10%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$6.35M +$2.25M +114,003 +53%
CCMH
111
Cornerstone Capital Management Holdings
New York
$6.1M +$1.06M +53,900 +20%
APG Asset Management
112
APG Asset Management
Netherlands
$6.06M +$332K +16,788 +6%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$5.8M +$5.12K +259 +0.1%
SIC
114
Schwartz Investment Counsel
Michigan
$5.43M +$2.3M +116,400 +70%
Millennium Management
115
Millennium Management
New York
$5.22M -$7.35M -372,415 -58%
SC
116
Saiers Capital
New York
$5.21M -$4.39M -222,308 -45%
ACI
117
AMP Capital Investors
Australia
$5.01M +$75.8K +3,836 +1%
Citadel Advisors
118
Citadel Advisors
Florida
$4.98M +$1.73M +87,557 +51%
MNA
119
Manning & Napier Advisors
New York
$4.96M +$5.1M +258,390 New
PMAM
120
Picton Mahoney Asset Management
Ontario, Canada
$4.93M +$4.78M +242,150 +1,614%
Canada Pension Plan Investment Board
121
Canada Pension Plan Investment Board
Ontario, Canada
$4.78M -$3.97M -201,228 -45%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$4.7M -$160K -8,092 -3%
CF
123
CNA Financial
Illinois
$4.7M
Ameriprise
124
Ameriprise
Minnesota
$4.51M -$4.7M -237,888 -50%
BAM
125
Berkshire Asset Management
Pennsylvania
$4.45M -$11.6K -586 -0.3%

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.