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
PI
126
PGGM Investments
Netherlands
$4.42M +$44.8K +2,270 +1%
SAMNY
127
Samsung Asset Management (New York)
New York
$4.4M +$1.34M +67,680 +42%
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$4.37M -$148K -7,481 -3%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$4.34M -$81.8K -4,144 -2%
Two Sigma Investments
130
Two Sigma Investments
New York
$4.17M +$3.51M +177,530 +447%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.15M -$502K -25,428 -11%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$4.09M -$2.26M -114,300 -35%
AIM
133
Assured Investment Management
New York
$3.99M -$15.8M -800,343 -79%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$3.96M -$32.6K -1,651 -0.8%
American Century Companies
135
American Century Companies
Missouri
$3.94M +$1.17M +59,131 +40%
GH
136
GAM Holding
Switzerland
$3.92M -$314K -15,891 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
137
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.78M -$476K -24,100 -11%
MC
138
Muhlenkamp & Co
Pennsylvania
$3.68M +$19.9K +1,010 +0.5%
LBG
139
Lloyds Banking Group
United Kingdom
$3.47M -$223K -11,301 -6%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$3.44M +$156K +7,900 +5%
TG
141
TCW Group
California
$3.4M +$1.98K +100 +0.1%
Canada Life
142
Canada Life
Manitoba, Canada
$3.24M +$498K +25,203 +17%
Axa
143
Axa
France
$3.2M +$3.29M +166,700 New
ACM
144
Afton Capital Management
North Carolina
$3.17M
BAM
145
Burnham Asset Management
New York
$3.17M
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$3.06M +$206K +10,451 +7%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$3.05M -$983K -49,763 -23%
MAM
148
Mastrapasqua Asset Management
Tennessee
$3.04M +$3.13M +158,380 New
TCM
149
Tributary Capital Management
Nebraska
$2.93M
GIA
150
Gargoyle Investment Advisor
New Jersey
$2.9M +$846K +42,829 +40%

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.