Pultegroup
409 hedge funds and large institutions have $5.54B invested in Pultegroup in 2016 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 137 reducing their positions, and 30 closing their positions.
97% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 30
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
10% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 137
7% more funds holding
Funds holding: 383 → 409 (+26)
6% more capital invested
Capital invested by funds: $5.26B → $5.54B (+$289M)
2.01% more ownership
Funds ownership: 84.56% → 86.56% (+2%)
23% less call options, than puts
Call options by funds: $49.5M | Put options by funds: $64.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$278M |
| 2 |
GA
Greenhaven Associates
Purchase,
New York
|
+$46.2M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$41.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$33.6M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$154M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$89.1M |
| 3 |
JP Morgan Chase
New York
|
-$54.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$41.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.5M |
PHM Hedge Fund Activity: Q1 2016 in Review
409 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2016, worth a combined $5.54B — up 5.5% from $5.26B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new PHM positions and 30 closed out — a net gain of 29 holders — while 151 added to existing stakes and 137 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $154M.
- 409 institutional investors held Pultegroup (PHM) as of Q1 2016, up from 383 in Q4 2015.
- Funds reported $5.54B of Pultegroup stock for Q1 2016, up 5.5% quarter-over-quarter.
- 59 funds opened new Pultegroup positions in Q1 2016 and 30 closed out, a net change of +29 holders.
- The largest Pultegroup buyer in Q1 2016 was Boston Partners, an estimated $278M added.
- The largest Pultegroup seller in Q1 2016 was Fidelity Investments, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2016.