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Pultegroup

544 hedge funds and large institutions have $7.12B invested in Pultegroup in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 174 increasing their positions, 237 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 83.37%84.58% (+1.2%)

4% less funds holding

Funds holding: 566544 (-22)

13% less capital invested

Capital invested by funds: $8.15B → $7.12B (-$1.03B)

25% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 72

27% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 237

35% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $70.4M

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

Holders
544
Holders Change
-22
Holders Change %
-3.89%
% of All Funds
12.47%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.16%
New
54
Increased
174
Reduced
237
Closed
72
Calls
$45.8M
Puts
$70.4M
Net Calls
-$24.6M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gotham Asset Management
New York
$2.07M -$5.61M -180,803 -72%
CA
202
Commerzbank Aktiengesellschaft
Germany
$2.07M +$75.7K +2,442 +4%
QT
203
Quantbot Technologies
New York
$2.06M -$238K -7,681 -10%
RIM
204
Rampart Investment Management
Connecticut
$2.03M +$2.02M +65,108 +1,749%
TAF
205
Tredje AP-fonden
Sweden
$2.02M -$39.4K -1,270 -2%
TPSF
206
Texas Permanent School Fund
Texas
$2.01M -$178K -5,735 -8%
SLAM
207
Swiss Life Asset Management
$1.99M +$443K +14,268 +27%
JG
208
Jefferies Group
New York
$1.97M -$3.5M -112,789 -63%
LTI
209
Laffer Tengler Investments
Tennessee
$1.94M +$2.04M +65,690 New
ASRS
210
Arizona State Retirement System
Arizona
$1.93M -$96.1K -3,100 -5%
N
211
Natixis
France
$1.93M +$2.03M +65,355 New
Stifel Financial
212
Stifel Financial
Missouri
$1.91M -$72K -2,322 -3%
KWILP
213
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.86M +$291K +9,394 +18%
Axa
214
Axa
France
$1.85M -$26.6M -857,800 -93%
Mirae Asset Global Investments
215
Mirae Asset Global Investments
South Korea
$1.84M -$1.1M -35,361 -36%
EP
216
Edgestream Partners
New Jersey
$1.83M +$1.93M +62,193 New
Macquarie Group
217
Macquarie Group
Australia
$1.8M +$46.5K +1,500 +3%
CAM
218
ClariVest Asset Management
California
$1.76M -$25.2K -813 -1%
MME
219
Meag Munich Ergo
Germany
$1.76M +$1.48M +47,614 +358%
CS
220
Comerica Securities
Michigan
$1.73M +$1.81M +58,329 New
XK
221
Xact Kapitalforvaltning
Sweden
$1.72M +$46.8K +1,510 +3%
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$1.7M -$126K -4,050 -7%
AG
223
Advisor Group
Arizona
$1.66M +$358K +11,547 +26%
AB
224
Amalgamated Bank
New York
$1.66M -$22.5K -726 -1%
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$1.65M -$5.03M -162,187 -74%

PHM Hedge Fund Activity: Q1 2018 in Review

544 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2018, worth a combined $7.12B — down 13% from $8.15B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PHM and 54 opened new positions — a net loss of 18 holders — while 237 trimmed existing stakes and 174 added.

The largest buyer was Millennium Management, adding an estimated $182M. The largest seller was Goldman Sachs, cutting an estimated $99M.

  • 544 institutional investors held Pultegroup (PHM) as of Q1 2018, down from 566 in Q4 2017.
  • Funds reported $7.12B of Pultegroup stock for Q1 2018, down 13% quarter-over-quarter.
  • 54 funds opened new Pultegroup positions in Q1 2018 and 72 closed out, a net change of -18 holders.
  • The largest Pultegroup buyer in Q1 2018 was Millennium Management, an estimated $182M added.
  • The largest Pultegroup seller in Q1 2018 was Goldman Sachs, an estimated $99M sold.

Based on aggregated 13F filings for Q1 2018.