Pultegroup
409 hedge funds and large institutions have $5.6B invested in Pultegroup in 2016 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 138 reducing their positions, and 30 closing their positions.
97% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 30
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
7% more funds holding
Funds holding: 383 → 409 (+26)
1.67% more ownership
Funds ownership: 84.55% → 86.22% (+1.7%)
9% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 138
7% more capital inflows, than outflows
Capital inflows: $767M | Capital outflows: $714M
23% less call options, than puts
Call options by funds: $49.5M | Put options by funds: $64.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$278M |
| 2 |
GA
Greenhaven Associates
Purchase,
New York
|
+$46.2M |
| 3 |
Sterling Capital Management
Charlotte,
North Carolina
|
+$41.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$33.6M |
| 5 |
BB&T Securities
Richmond,
Virginia
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$154M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$89.1M |
| 3 |
JP Morgan Chase
New York
|
-$54.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$41.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.5M |
PHM Hedge Fund Activity: Q1 2016 in Review
409 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2016, worth a combined $5.6B — up 6.4% from $5.26B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new PHM positions and 30 closed out — a net gain of 29 holders — while 150 added to existing stakes and 138 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $278M. The largest seller was Fidelity Investments, cutting an estimated $154M.
- 409 institutional investors held Pultegroup (PHM) as of Q1 2016, up from 383 in Q4 2015.
- Funds reported $5.6B of Pultegroup stock for Q1 2016, up 6.4% quarter-over-quarter.
- 59 funds opened new Pultegroup positions in Q1 2016 and 30 closed out, a net change of +29 holders.
- The largest Pultegroup buyer in Q1 2016 was Boston Partners, an estimated $278M added.
- The largest Pultegroup seller in Q1 2016 was Fidelity Investments, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2016.