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Pultegroup

552 hedge funds and large institutions have $6.63B invested in Pultegroup in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 231 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

6% more capital invested

Capital invested by funds: $6.26B → $6.63B (+$369M)

4% more funds holding

Funds holding: 530552 (+22)

1.29% less ownership

Funds ownership: 86.88%85.6% (-1.3%)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 231

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

52% less call options, than puts

Call options by funds: $38.7M | Put options by funds: $81.2M

Holders
552
Holders Change
+22
Holders Change %
+4.15%
% of All Funds
11.95%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
77
Increased
159
Reduced
231
Closed
49
Calls
$38.7M
Puts
$81.2M
Net Calls
-$42.5M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
151
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.42M -$549K -20,160 -14%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$3.37M -$18.6K -684 -0.6%
Retirement Systems of Alabama
153
Retirement Systems of Alabama
Alabama
$3.32M -$48.3K -1,774 -1%
DA
154
Duality Advisers
Florida
$3.27M +$3.19M +117,070 New
Macquarie Group
155
Macquarie Group
Australia
$3.21M +$1.55M +57,000 +98%
BCM
156
BTC Capital Management
Iowa
$3.2M +$195K +7,168 +7%
ProShare Advisors
157
ProShare Advisors
Maryland
$3.18M -$246K -9,045 -7%
BCIM
158
British Columbia Investment Management
British Columbia, Canada
$3.16M -$861K -31,597 -22%
AIA
159
Affinity Investment Advisors
California
$3.05M -$3.04M -111,455 -51%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$2.98M +$2.91M +106,722 New
Wellington Management Group
161
Wellington Management Group
Massachusetts
$2.95M +$1.44M +52,931 +100%
Pacer Advisors
162
Pacer Advisors
Pennsylvania
$2.92M +$939K +34,464 +49%
ARTA
163
A.R.T. Advisors
New York
$2.87M -$153K -5,600 -5%
APG Asset Management
164
APG Asset Management
Netherlands
$2.86M -$1.96M -72,100 -39%
AIM
165
Assured Investment Management
New York
$2.85M -$7.66M -280,941 -73%
N
166
Natixis
France
$2.81M +$2.71M +99,471 New
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$2.8M -$451K -16,558 -14%
CAM
168
Cubic Asset Management
Massachusetts
$2.71M -$4.09K -150 -0.2%
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$2.69M +$81.3K +2,985 +3%
VIA
170
Vident Investment Advisory
Georgia
$2.66M +$2.6M +95,250 New
Aviva
171
Aviva
United Kingdom
$2.66M -$37.2K -1,364 -1%
BAM
172
Blueshift Asset Management
New Jersey
$2.65M +$2.58M +94,789 New
EF
173
Empowered Funds
Pennsylvania
$2.62M +$37.3K +1,369 +1%
NIPH
174
NN Investment Partners Holdings
Netherlands
$2.62M +$188K +6,906 +8%
ACM
175
Argyle Capital Management
Pennsylvania
$2.61M -$13.6K -500 -0.5%

PHM Hedge Fund Activity: Q1 2019 in Review

552 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2019, worth a combined $6.63B — up 5.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PHM positions and 49 closed out — a net gain of 28 holders — while 159 added to existing stakes and 231 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $100M. The largest seller was Fidelity International, cutting an estimated $246M.

  • 552 institutional investors held Pultegroup (PHM) as of Q1 2019, up from 530 in Q4 2018.
  • Funds reported $6.63B of Pultegroup stock for Q1 2019, up 5.9% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2019 and 49 closed out, a net change of +28 holders.
  • The largest Pultegroup buyer in Q1 2019 was Arrowstreet Capital, an estimated $100M added.
  • The largest Pultegroup seller in Q1 2019 was Fidelity International, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2019.