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
AAMU
101
Amundi Asset Management US
Massachusetts
$7.4M -$2.38M -125,092 -24%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$7.29M +$7.49M +394,562 New
APG Asset Management
103
APG Asset Management
Netherlands
$7.2M
BRCA
104
Birch Run Capital Advisors
Texas
$6.83M
HA
105
Heartland Advisors
Wisconsin
$6.37M +$386K +20,325 +6%
GF
106
Gabelli Funds
New York
$6.34M
Macquarie Group
107
Macquarie Group
Australia
$6.28M +$6.42M +338,069 +9,659%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.07M -$8.11K -427 -0.1%
Credit Agricole
109
Credit Agricole
France
$6.04M -$291K -15,297 -4%
GAM
110
Gotham Asset Management
New York
$5.85M +$6.04M +318,051 New
SEI Investments
111
SEI Investments
Pennsylvania
$5.75M -$484K -25,475 -8%
KPF
112
K2 Principal Fund
Ontario, Canada
$5.55M +$3.76M +197,873 +190%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.54M +$164K +8,634 +4%
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$5.51M +$5.7M +300,000 New
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$5.5M -$200K -10,537 -3%
Canada Life
116
Canada Life
Manitoba, Canada
$5.42M -$211K -11,114 -4%
RJA
117
Raymond James & Associates
Florida
$5.28M -$2.96M -156,065 -35%
TTWM
118
TCV Trust & Wealth Management
Virginia
$5.21M -$117K -6,178 -2%
BAM
119
Berkshire Asset Management
Pennsylvania
$5.17M +$27.1K +1,427 +0.5%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$5.07M -$2.08M -109,427 -29%
CIP
121
Chartwell Investment Partners
Pennsylvania
$4.92M -$34M -1,790,210 -87%
Ameriprise
122
Ameriprise
Minnesota
$4.86M -$1.27M -67,049 -20%
NFA
123
Nationwide Fund Advisors
Ohio
$4.83M +$133K +7,018 +3%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$4.6M -$183K -9,656 -4%
CC
125
Carlson Capital
Texas
$4.58M +$437K +23,000 +10%

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.