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Pultegroup

552 hedge funds and large institutions have $6.63B invested in Pultegroup in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 159 increasing their positions, 231 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

6% more capital invested

Capital invested by funds: $6.26B → $6.63B (+$369M)

4% more funds holding

Funds holding: 530552 (+22)

1.29% less ownership

Funds ownership: 86.88%85.6% (-1.3%)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 231

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

52% less call options, than puts

Call options by funds: $38.7M | Put options by funds: $81.2M

Holders
552
Holders Change
+22
Holders Change %
+4.15%
% of All Funds
11.95%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
77
Increased
159
Reduced
231
Closed
49
Calls
$38.7M
Puts
$81.2M
Net Calls
-$42.5M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
176
Truist Financial
North Carolina
$2.6M -$268K -9,819 -10%
Comerica Bank
177
Comerica Bank
Texas
$2.58M +$989K +36,284 +69%
MAM
178
Martingale Asset Management
Massachusetts
$2.56M -$1.2M -43,962 -32%
BIC
179
Beach Investment Counsel
Pennsylvania
$2.55M +$2.48M +91,140 New
EF
180
Empirical Finance
Pennsylvania
$2.54M +$996K +36,539 +67%
AIG
181
American International Group
New York
$2.54M -$50.2K -1,841 -2%
MSE
182
MUFG Securities EMEA
United Kingdom
$2.52M +$2.45M +90,000 New
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$2.51M -$16.4K -600 -0.7%
OSNBOA
184
Old Second National Bank of Aurora
Illinois
$2.5M -$84.9K -3,117 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
185
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.49M -$223K -8,200 -8%
Massachusetts Financial Services
186
Massachusetts Financial Services
Massachusetts
$2.46M -$38.1M -1,396,685 -94%
PWS
187
Peloton Wealth Strategists
Indiana
$2.41M -$81.8K -3,000 -3%
CIP
188
Chartwell Investment Partners
Pennsylvania
$2.41M +$14.1K +516 +0.6%
Acadian Asset Management
189
Acadian Asset Management
Massachusetts
$2.31M +$2M +73,527 +822%
CC
190
Cognios Capital
Kansas
$2.29M +$2.24M +82,050 New
SG Americas Securities
191
SG Americas Securities
New York
$2.24M -$1.48M -54,271 -40%
AIM
192
Achmea Investment Management
Netherlands
$2.19M -$33.7K -1,238 -2%
TD Asset Management
193
TD Asset Management
Ontario, Canada
$2.17M +$1.23K +45 +0.1%
PI
194
PineBridge Investments
New York
$2.1M -$49.2K -1,806 -2%
SRAM
195
Stone Ridge Asset Management
New York
$2.08M +$237K +8,700 +13%
DnB Asset Management
196
DnB Asset Management
Norway
$2.06M -$161K -5,900 -7%
SOMRS
197
State of Michigan Retirement System
Michigan
$2.06M -$13.6K -500 -0.7%
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$2.05M +$136K +4,976 +7%
MIM
199
MetLife Investment Management
New Jersey
$2.03M -$38.6K -1,416 -2%
GC
200
Guggenheim Capital
Illinois
$2.02M -$1.78M -65,425 -48%

PHM Hedge Fund Activity: Q1 2019 in Review

552 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2019, worth a combined $6.63B — up 5.9% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PHM positions and 49 closed out — a net gain of 28 holders — while 159 added to existing stakes and 231 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $100M. The largest seller was Fidelity International, cutting an estimated $246M.

  • 552 institutional investors held Pultegroup (PHM) as of Q1 2019, up from 530 in Q4 2018.
  • Funds reported $6.63B of Pultegroup stock for Q1 2019, up 5.9% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2019 and 49 closed out, a net change of +28 holders.
  • The largest Pultegroup buyer in Q1 2019 was Arrowstreet Capital, an estimated $100M added.
  • The largest Pultegroup seller in Q1 2019 was Fidelity International, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2019.