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
TPSF
151
Texas Permanent School Fund
Texas
$2.89M -$178K -9,036 -6%
CA
152
Commerzbank Aktiengesellschaft
Germany
$2.87M -$4.83M -244,360 -62%
STC
153
SEI Trust Company
Pennsylvania
$2.84M +$1.79M +90,641 +158%
Parallax Volatility Advisers
154
Parallax Volatility Advisers
California
$2.82M +$2.9M +146,880 New
SOMRS
155
State of Michigan Retirement System
Michigan
$2.69M -$1.98K -100 -0.1%
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$2.63M -$175K -8,836 -6%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$2.6M -$675K -34,197 -20%
AIG
158
American International Group
New York
$2.56M -$29.7K -1,502 -1%
MCM
159
MAI Capital Management
Ohio
$2.52M +$345K +17,475 +15%
Aviva
160
Aviva
United Kingdom
$2.46M -$3.04M -153,833 -55%
Comerica Bank
161
Comerica Bank
Texas
$2.43M -$108K -5,487 -4%
Public Sector Pension Investment Board (PSP Investments)
162
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M -$49.4K -2,500 -2%
Credit Agricole
163
Credit Agricole
France
$2.38M +$752K +38,061 +44%
NFA
164
Nationwide Fund Advisors
Ohio
$2.23M -$18.8K -953 -0.8%
TSU
165
TD Securities (USA)
New York
$2.16M -$178K -9,018 -7%
ARTA
166
A.R.T. Advisors
New York
$2.16M +$2.22M +112,587 New
ZAM
167
Zevin Asset Management
Massachusetts
$2.12M +$199K +10,071 +10%
HighTower Advisors
168
HighTower Advisors
Illinois
$2.11M +$1.05M +53,295 +94%
RJA
169
Raymond James & Associates
Florida
$2.06M +$299K +15,147 +16%
CI
170
Chartist Inc
California
$1.99M -$31.2K -1,581 -1%
FAF
171
Fjarde Ap-fonden
Sweden
$1.96M +$70.1K +3,548 +4%
ProShare Advisors
172
ProShare Advisors
Maryland
$1.96M +$118K +5,995 +6%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$1.95M
HIMCH
174
Hartford Investment Management Co (HIMCO)
Connecticut
$1.95M -$47.7K -2,417 -2%
MSA
175
Mason Street Advisors
Wisconsin
$1.94M -$36.1K -1,830 -2%

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.