Pultegroup
PHM
607 hedge funds and large institutions have $9.5B invested in Pultegroup in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 200 increasing their positions, 225 reducing their positions, and 45 closing their positions.
131% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 45
10% more capital invested
Capital invested by funds: $8.62B → $9.5B (+$881M)
8% more funds holding
Funds holding: 560 → 607 (+47)
4.39% more ownership
Funds ownership: 86.12% → 90.52% (+4.4%)
11% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 225
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
38% less call options, than puts
Call options by funds: $67.9M | Put options by funds: $110M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$155M |
| 2 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$76M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$72.9M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$51.2M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$44.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
-$82.6M |
| 2 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$53.3M |
| 3 |
SC
Samlyn Capital
New York
|
-$53.2M |
| 4 |
Bank of New York Mellon
New York
|
-$44.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$40M |
PHM Hedge Fund Activity: Q4 2019 in Review
607 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2019, worth a combined $9.5B — up 10% from $8.62B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new PHM positions and 45 closed out — a net gain of 59 holders — while 200 added to existing stakes and 225 trimmed.
The largest buyer was AJO LP, adding an estimated $155M. The largest seller was Greenhaven Associates, cutting an estimated $82.6M.
- 607 institutional investors held Pultegroup (PHM) as of Q4 2019, up from 560 in Q3 2019.
- Funds reported $9.5B of Pultegroup stock for Q4 2019, up 10% quarter-over-quarter.
- 104 funds opened new Pultegroup positions in Q4 2019 and 45 closed out, a net change of +59 holders.
- The largest Pultegroup buyer in Q4 2019 was AJO LP, an estimated $155M added.
- The largest Pultegroup seller in Q4 2019 was Greenhaven Associates, an estimated $82.6M sold.
Based on aggregated 13F filings for Q4 2019.