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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
AW
176
ACG Wealth
Georgia
$1.94M -$838K -42,408 -30%
DSI
177
Daiwa SB Investments
Japan
$1.93M +$1.84M +93,025 +1,252%
KCM
178
Kingdon Capital Management
New York
$1.92M -$494K -25,000 -20%
IRF
179
IBM Retirement Fund
New York
$1.91M -$1.09M -55,130 -36%
PG
180
PEAK6 Group
Illinois
$1.9M +$1.48M +74,820 +312%
RCM
181
Riverhead Capital Management
Delaware
$1.86M +$166K +8,402 +9%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$1.85M -$49K -2,481 -3%
EC
183
Everest Capital
Florida
$1.85M
ASRS
184
Arizona State Retirement System
Arizona
$1.84M -$47.4K -2,400 -2%
GIBU
185
Gulf International Bank (UK)
United Kingdom
$1.82M
SF
186
Synovus Financial
Georgia
$1.8M -$122K -6,168 -6%
AG
187
Aperio Group
California
$1.8M +$1.85M +93,860 New
Calamos Advisors
188
Calamos Advisors
Illinois
$1.76M
MFS
189
Monetta Financial Services
Illinois
$1.73M +$1.78M +90,000 New
EIM
190
ExxonMobil Investment Management
Texas
$1.73M +$2.61K +132 +0.1%
AAM
191
Advisors Asset Management
Colorado
$1.69M +$683K +34,586 +65%
DC
192
Deere & Company
Illinois
$1.63M +$1.68M +85,055 New
CAM
193
Cypress Asset Management
Texas
$1.63M -$213K -10,800 -11%
LMGAM
194
Liberty Mutual Group Asset Management
Massachusetts
$1.62M +$305K +15,466 +22%
FA
195
FMA Advisory
Pennsylvania
$1.57M +$53.5K +2,708 +3%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$1.53M +$1.22M +62,000 +353%
WCM
197
Washington Capital Management
Washington
$1.49M -$164K -8,287 -10%
AWCI
198
Alpine Woods Capital Investors
New York
$1.48M -$3.95K -200 -0.3%
OIA
199
Optimum Investment Advisors
Illinois
$1.42M +$249K +12,600 +21%
Nomura Holdings
200
Nomura Holdings
Japan
$1.38M -$217 -11 -0%

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.