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Pultegroup

390 hedge funds and large institutions have $6.48B invested in Pultegroup in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 51

27% more capital invested

Capital invested by funds: $5.09B → $6.48B (+$1.39B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 369390 (+21)

3.65% more ownership

Funds ownership: 79.38%83.03% (+3.7%)

16% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 143

25% less call options, than puts

Call options by funds: $177M | Put options by funds: $237M

Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
11.27%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
74
Increased
120
Reduced
143
Closed
51
Calls
$177M
Puts
$237M
Net Calls
-$60.1M
Net Calls Change
-$23.9M

PHM Hedge Fund Activity: Q4 2013 in Review

390 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2013, worth a combined $6.48B — up 27% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PHM positions and 51 closed out — a net gain of 23 holders — while 120 added to existing stakes and 143 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $349M. The largest seller was Odey Asset Management Group, cutting an estimated $66.8M.

  • 390 institutional investors held Pultegroup (PHM) as of Q4 2013, up from 369 in Q3 2013.
  • Funds reported $6.48B of Pultegroup stock for Q4 2013, up 27% quarter-over-quarter.
  • 74 funds opened new Pultegroup positions in Q4 2013 and 51 closed out, a net change of +23 holders.
  • The largest Pultegroup buyer in Q4 2013 was Wellington Management Group, an estimated $349M added.
  • The largest Pultegroup seller in Q4 2013 was Odey Asset Management Group, an estimated $66.8M sold.

Based on aggregated 13F filings for Q4 2013.