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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
BCM
126
Basswood Capital Management
New York
$4.37M +$659K +34,689 +17%
IA
127
Icon Advisers
Colorado
$4.11M
VOYA Investment Management
128
VOYA Investment Management
Georgia
$3.6M -$190K -10,015 -5%
PI
129
PGGM Investments
Netherlands
$3.54M -$149K -7,826 -4%
BCIM
130
British Columbia Investment Management
British Columbia, Canada
$3.49M +$2.28M +120,145 +173%
SFPIA
131
Stevens First Principles Investment Advisors
California
$3.48M +$29.5K +1,555 +0.8%
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$3.45M -$621K -32,697 -15%
CSS
133
Cubist Systematic Strategies
Connecticut
$3.42M +$3.21M +168,855 +970%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$3.41M -$324K -17,043 -8%
Aviva
135
Aviva
United Kingdom
$3.4M +$176K +9,246 +5%
ARTA
136
A.R.T. Advisors
New York
$3.36M +$3.48M +182,996 New
HW
137
Hancock Whitney
Mississippi
$3.04M -$162K -8,551 -5%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$3M -$201K -10,568 -6%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$2.89M -$87.4K -4,600 -3%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$2.87M -$182K -9,579 -6%
BA
141
BlackRock Advisors
Delaware
$2.86M -$3.61M -190,118 -55%
TD Asset Management
142
TD Asset Management
Ontario, Canada
$2.84M -$487K -25,657 -14%
ACI
143
AMP Capital Investors
Australia
$2.81M +$301K +15,833 +12%
AG
144
Aperio Group
California
$2.73M +$65.9K +3,470 +2%
BCM
145
BTC Capital Management
Iowa
$2.72M -$341K -17,974 -11%
CCM
146
Century Capital Management
Massachusetts
$2.7M -$633K -33,350 -19%
HFS
147
HL Financial Services
Kentucky
$2.66M -$102K -5,356 -4%
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$2.59M -$291K -15,328 -10%
Allianz Asset Management
149
Allianz Asset Management
Germany
$2.45M -$10.4K -546 -0.4%
KBC Group
150
KBC Group
Belgium
$2.39M -$836K -44,012 -25%

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.