We are live on ! Find out more
PHM icon

Pultegroup

401 hedge funds and large institutions have $6.01B invested in Pultegroup in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 144 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $5.54B → $6.01B (+$465M)

2.57% more ownership

Funds ownership: 86.56%89.13% (+2.6%)

7% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 55

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 144

2% less funds holding

Funds holding: 409401 (-8)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

47% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $63.2M

Holders
401
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
10.7%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.35%
New
51
Increased
133
Reduced
144
Closed
55
Calls
$33.4M
Puts
$63.2M
Net Calls
-$29.8M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$534M +$8.77M +472,789 +2%
Boston Partners
2
Boston Partners
Massachusetts
$488M +$163M +8,773,436 +54%
State Street
3
State Street
Massachusetts
$305M -$16.8M -903,764 -5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$282M -$102M -5,484,945 -27%
CS
5
Credit Suisse
Switzerland
$253M +$217M +11,704,936 +926%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$224M -$17.2M -925,024 -7%
BFA
7
BlackRock Fund Advisors
California
$219M -$1.5M -81,078 -0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$198M +$39.5M +2,132,979 +27%
BIT
9
BlackRock Institutional Trust
California
$177M -$11M -594,887 -6%
JP Morgan Chase
10
JP Morgan Chase
New York
$151M +$10.5M +568,855 +8%
CLM
11
ClearBridge LLC (Maryland)
Maryland
$115M -$13.3M -716,090 -11%
Deutsche Bank
12
Deutsche Bank
Germany
$98.4M +$38.9M +2,096,573 +71%
American Century Companies
13
American Century Companies
Missouri
$97.6M +$16.6M +893,841 +22%
EM
14
Elliott Management
New York
$97.5M +$92.7M +5,000,000 New
GA
15
Greenhaven Associates
New York
$92.6M +$7.71M +415,913 +10%
TCIM
16
TIAA CREF Investment Management
New York
$86M -$353K -19,051 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$84.9M +$13.1M +703,931 +19%
MVP
18
Miller Value Partners
Florida
$77.2M -$11.9M -641,400 -14%
AllianceBernstein
19
AllianceBernstein
Tennessee
$72.9M -$12.7M -685,719 -15%
Northern Trust
20
Northern Trust
Illinois
$66.7M -$33.1K -1,783 -0.1%
SCM
21
Sterling Capital Management
North Carolina
$64.3M -$601K -32,414 -1%
ClearBridge Investments
22
ClearBridge Investments
New York
$62.9M -$1.1M -59,564 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$61.9M -$316K -17,059 -0.5%
PI
24
Putnam Investments
Massachusetts
$59.2M -$89.4M -4,821,793 -61%
Bank of America
25
Bank of America
North Carolina
$55.2M -$3.68M -198,405 -7%

PHM Hedge Fund Activity: Q2 2016 in Review

401 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2016, worth a combined $6.01B — up 8.4% from $5.54B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PHM and 51 opened new positions — a net loss of 4 holders — while 144 trimmed existing stakes and 133 added.

The largest buyer was Credit Suisse, adding an estimated $217M. The largest seller was Wellington Management Group, cutting an estimated $102M.

  • 401 institutional investors held Pultegroup (PHM) as of Q2 2016, down from 409 in Q1 2016.
  • Funds reported $6.01B of Pultegroup stock for Q2 2016, up 8.4% quarter-over-quarter.
  • 51 funds opened new Pultegroup positions in Q2 2016 and 55 closed out, a net change of -4 holders.
  • The largest Pultegroup buyer in Q2 2016 was Credit Suisse, an estimated $217M added.
  • The largest Pultegroup seller in Q2 2016 was Wellington Management Group, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2016.