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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
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$2.31M +$2.39M +125,863 New
AAF
152
Andra AP-fonden
Sweden
$2.26M -$606K -31,900 -21%
WIA
153
Westbourne Investment Advisors
Maryland
$2.17M -$232K -12,220 -9%
OCM
154
Oskie Capital Management
New York
$2.16M -$3.08M -162,437 -58%
EVM
155
Eaton Vance Management
Massachusetts
$2.14M
CCP
156
Corient Capital Partners
California
$2.1M +$553K +29,103 +34%
SIC
157
Schwartz Investment Counsel
Michigan
$2.06M -$15.2K -800 -0.7%
AIG
158
American International Group
New York
$1.99M -$96.1K -5,060 -4%
Nomura Holdings
159
Nomura Holdings
Japan
$1.97M +$323K +17,018 +19%
RWA
160
River Wealth Advisors
Pennsylvania
$1.85M +$57.3K +3,015 +3%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$1.81M -$151K -7,965 -7%
HCM
162
Highbridge Capital Management
New York
$1.79M +$1.85M +97,503 New
SOMRS
163
State of Michigan Retirement System
Michigan
$1.79M -$201K -10,572 -10%
USAA
164
United Services Automobile Association
Texas
$1.79M -$126K -6,634 -6%
GIBU
165
Gulf International Bank (UK)
United Kingdom
$1.77M
SCM
166
Stevens Capital Management
Pennsylvania
$1.75M -$2.34M -123,403 -56%
SCM
167
Schneider Capital Management
Pennsylvania
$1.74M -$2.94M -154,920 -62%
CFP
168
Cornerstone Financial Partners
North Carolina
$1.65M +$85.1K +4,479 +5%
TPSF
169
Texas Permanent School Fund
Texas
$1.64M -$115K -6,070 -6%
Daiwa Securities Group
170
Daiwa Securities Group
Japan
$1.59M +$1.24M +65,300 +311%
Capstone Investment Advisors
171
Capstone Investment Advisors
New York
$1.53M +$1.13M +59,492 +252%
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$1.49M -$472K -24,830 -23%
Comerica Bank
173
Comerica Bank
Texas
$1.49M -$4.06K -214 -0.3%
BC
174
Brinker Capital
Pennsylvania
$1.41M +$1.45M +76,515 New
LSV Asset Management
175
LSV Asset Management
Illinois
$1.38M -$47.5K -2,500 -3%

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.