We are live on ! Find out more
PHM icon

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
IGIM
201
I.G. Investment Management
Manitoba, Canada
$1.34M +$1.38M +69,900 New
URS
202
Utah Retirement Systems
Utah
$1.33M +$9.87K +500 +0.7%
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M -$1.07K -54 -0.1%
TH
204
Timber Hill
Connecticut
$1.25M +$1.28M +64,950 New
ACI
205
Advance Capital I
Michigan
$1.22M +$1.25M +63,400 New
B
206
Barings
North Carolina
$1.21M -$752K -38,100 -38%
TCM
207
Twin Capital Management
Pennsylvania
$1.2M +$10.9K +550 +0.9%
NBC
208
Neuberger Berman Canada
Ontario, Canada
$1.19M -$1.7M -86,100 -58%
SAM
209
Shell Asset Management
Netherlands
$1.19M
OTPPB
210
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.14M -$255K -12,922 -18%
ST
211
Spot Trading
Illinois
$1.13M +$1.16M +58,612 New
HHC
212
Hutchin Hill Capital
New York
$1.08M +$3.95K +200 +0.4%
KLWA
213
Kelly Lawrence W & Associates
California
$1.06M
OI
214
Oakbrook Investments
Illinois
$1.06M -$197K -10,000 -15%
TRSOTSOK
215
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06M -$138K -7,000 -11%
Janus Henderson Group
216
Janus Henderson Group
United Kingdom
$1.04M +$170K +8,600 +19%
ACI
217
Alpha Cubed Investments
California
$1.04M +$458K +23,177 +75%
FCAM
218
F&C Asset Management
United Kingdom
$1.01M -$327K -16,533 -24%
Marshall Wace
219
Marshall Wace
United Kingdom
$1M +$1.03M +52,289 New
Asset Management One
220
Asset Management One
Japan
$991K +$130K +6,600 +15%
FVCM
221
F&V Capital Management
Florida
$967K -$29.4K -1,490 -3%
LS
222
Livforsakringsbolaget Skandia
Sweden
$964K +$992K +50,248 New
VKH
223
Virtu KCG Holdings
New York
$963K +$414K +20,945 +72%
RC
224
RBF Capital
California
$960K
GMIM
225
General Motors Investment Management
New York
$958K +$985K +49,897 New

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.