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Pultegroup

426 hedge funds and large institutions have $5.16B invested in Pultegroup in 2016 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 122 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 57

3% more funds holding

Funds holding: 415426 (+11)

1.32% less ownership

Funds ownership: 86.11%84.78% (-1.3%)

12% less capital invested

Capital invested by funds: $5.85B → $5.16B (-$690M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 169

38% less call options, than puts

Call options by funds: $40.7M | Put options by funds: $65.6M

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
10.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
76
Increased
122
Reduced
169
Closed
57
Calls
$40.7M
Puts
$65.6M
Net Calls
-$24.9M
Net Calls Change
-$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
176
Arizona State Retirement System
Arizona
$1.36M -$47.5K -2,500 -3%
PG
177
PEAK6 Group
Illinois
$1.35M +$609K +32,047 +78%
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$1.33M -$60.7K -3,195 -4%
FNBOO
179
First National Bank of Omaha
Nebraska
$1.32M +$1.2M +63,000 New
FAF
180
Fjarde Ap-fonden
Sweden
$1.31M -$138K -7,278 -9%
Millennium Management
181
Millennium Management
New York
$1.29M +$813K +42,811 +155%
DA
182
Denali Advisors
California
$1.28M -$3.16M -166,600 -70%
EIM
183
ExxonMobil Investment Management
Texas
$1.27M -$191K -10,065 -13%
US Bancorp
184
US Bancorp
Minnesota
$1.26M -$40.3K -2,120 -3%
Public Sector Pension Investment Board (PSP Investments)
185
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.21M -$64.6K -3,400 -5%
CA
186
Commerzbank Aktiengesellschaft
Germany
$1.2M -$61.7K -3,250 -5%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$1.2M -$133K -6,992 -10%
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
$1.2M -$256K -13,500 -17%
Twin Tree Management
189
Twin Tree Management
Texas
$1.18M +$1.22M +64,219 New
URS
190
Utah Retirement Systems
Utah
$1.15M
PWS
191
Peloton Wealth Strategists
Indiana
$1.15M +$1.19M +62,600 New
DADC
192
D.A. Davidson & Co
Montana
$1.15M -$42.9K -2,257 -3%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$1.13M -$33.8K -1,782 -3%
Federated Hermes
194
Federated Hermes
Pennsylvania
$1.1M
MC
195
Menta Capital
California
$1.07M -$1.39M -73,300 -56%
BCM
196
Brown Capital Management
Maryland
$1.05M -$3.09M -162,634 -74%
JG
197
Jefferies Group
New York
$1.05M +$1.09M +57,170 New
AB
198
Amalgamated Bank
New York
$1.04M +$115K +6,037 +12%
AWCI
199
Alpine Woods Capital Investors
New York
$1.03M -$2.6M -136,964 -71%
LPL Financial
200
LPL Financial
California
$1.02M +$21.4K +1,126 +2%

PHM Hedge Fund Activity: Q4 2016 in Review

426 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2016, worth a combined $5.16B — down 12% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PHM positions and 57 closed out — a net gain of 19 holders — while 122 added to existing stakes and 169 trimmed.

The largest buyer was Holowesko Partners, adding an estimated $37.4M. The largest seller was Boston Partners, cutting an estimated $189M.

  • 426 institutional investors held Pultegroup (PHM) as of Q4 2016, up from 415 in Q3 2016.
  • Funds reported $5.16B of Pultegroup stock for Q4 2016, down 12% quarter-over-quarter.
  • 76 funds opened new Pultegroup positions in Q4 2016 and 57 closed out, a net change of +19 holders.
  • The largest Pultegroup buyer in Q4 2016 was Holowesko Partners, an estimated $37.4M added.
  • The largest Pultegroup seller in Q4 2016 was Boston Partners, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2016.