Pultegroup
PHM
383 hedge funds and large institutions have $5.26B invested in Pultegroup in 2015 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 146 reducing their positions, and 59 closing their positions.
0.54% more ownership
Funds ownership: 84.02% → 84.56% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
4% less funds holding
Funds holding: 400 → 383 (-17)
6% less capital invested
Capital invested by funds: $5.57B → $5.26B (-$312M)
11% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 146
24% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 59
52% less call options, than puts
Call options by funds: $48.1M | Put options by funds: $100M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$95.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$61.4M |
| 3 |
ClearBridge Investments
New York
|
+$61.4M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$41.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$123M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$95M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$90.1M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$44.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$43.5M |
PHM Hedge Fund Activity: Q4 2015 in Review
383 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2015, worth a combined $5.26B — down 5.6% from $5.57B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of PHM and 45 opened new positions — a net loss of 14 holders — while 146 trimmed existing stakes and 130 added.
The largest buyer was Fidelity Investments, adding an estimated $95.6M. The largest seller was Wellington Management Group, cutting an estimated $123M.
- 383 institutional investors held Pultegroup (PHM) as of Q4 2015, down from 400 in Q3 2015.
- Funds reported $5.26B of Pultegroup stock for Q4 2015, down 5.6% quarter-over-quarter.
- 45 funds opened new Pultegroup positions in Q4 2015 and 59 closed out, a net change of -14 holders.
- The largest Pultegroup buyer in Q4 2015 was Fidelity Investments, an estimated $95.6M added.
- The largest Pultegroup seller in Q4 2015 was Wellington Management Group, an estimated $123M sold.
Based on aggregated 13F filings for Q4 2015.