Pultegroup
416 hedge funds and large institutions have $5.93B invested in Pultegroup in 2016 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 166 reducing their positions, and 43 closing their positions.
47% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 43
4% more funds holding
Funds holding: 401 → 416 (+15)
1% less capital invested
Capital invested by funds: $6.01B → $5.93B (-$84.1M)
3.02% less ownership
Funds ownership: 89.13% → 86.11% (-3%)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
30% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 166
30% less call options, than puts
Call options by funds: $46M | Put options by funds: $66.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$42M |
| 2 |
Morgan Stanley
New York
|
+$38.4M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
+$36.9M |
| 4 |
HP
Holowesko Partners
Nassau,
Bahamas
|
+$31.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$76.2M |
| 2 |
JP Morgan Chase
New York
|
-$62.2M |
| 3 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
-$47.2M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$41M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.2M |
PHM Hedge Fund Activity: Q3 2016 in Review
416 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2016, worth a combined $5.93B — down 1.4% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new PHM positions and 43 closed out — a net gain of 20 holders — while 117 added to existing stakes and 166 trimmed.
The largest buyer was Chartwell Investment Partners, adding an estimated $42M. The largest seller was Credit Suisse, cutting an estimated $76.2M.
- 416 institutional investors held Pultegroup (PHM) as of Q3 2016, up from 401 in Q2 2016.
- Funds reported $5.93B of Pultegroup stock for Q3 2016, down 1.4% quarter-over-quarter.
- 63 funds opened new Pultegroup positions in Q3 2016 and 43 closed out, a net change of +20 holders.
- The largest Pultegroup buyer in Q3 2016 was Chartwell Investment Partners, an estimated $42M added.
- The largest Pultegroup seller in Q3 2016 was Credit Suisse, an estimated $76.2M sold.
Based on aggregated 13F filings for Q3 2016.