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Pultegroup

489 hedge funds and large institutions have $6.38B invested in Pultegroup in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $39.6M | Put options by funds: $28.7M

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

3% more funds holding

Funds holding: 476489 (+13)

3% less capital invested

Capital invested by funds: $6.56B → $6.38B (-$174M)

5.4% less ownership

Funds ownership: 87.86%82.46% (-5.4%)

12% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 188

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
489
Holders Change
+13
Holders Change %
+2.73%
% of All Funds
12.19%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.15%
New
61
Increased
165
Reduced
188
Closed
47
Calls
$39.6M
Puts
$28.7M
Net Calls
+$10.9M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$686M +$9.42M +403,573 +1%
BlackRock
2
BlackRock
New York
$563M +$1.16M +49,767 +0.2%
State Street
3
State Street
Massachusetts
$347M -$7.81M -334,677 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$258M +$1.94M +83,336 +0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$245M -$1.3M -55,780 -0.6%
PI
6
Putnam Investments
Massachusetts
$167M +$15.6M +668,777 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$157M -$28.8M -1,234,657 -16%
JP Morgan Chase
8
JP Morgan Chase
New York
$141M -$33M -1,414,612 -20%
GA
9
Greenhaven Associates
New York
$141M +$117K +5,000 +0.1%
EM
10
Elliott Management
New York
$123M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$118M +$3.3M +141,369 +3%
American Century Companies
12
American Century Companies
Missouri
$116M -$14.8M -633,571 -12%
AQR Capital Management
13
AQR Capital Management
Connecticut
$115M +$85.1M +3,645,638 +354%
Bank of America
14
Bank of America
North Carolina
$110M +$54.1M +2,316,456 +107%
HP
15
Holowesko Partners
Bahamas
$81.4M
Goldman Sachs
16
Goldman Sachs
New York
$78.4M +$14.5M +619,609 +24%
H
17
Hexavest
Quebec, Canada
$76.5M -$3.4M -145,719 -4%
Northern Trust
18
Northern Trust
Illinois
$76.2M -$3.02M -129,614 -4%
ClearBridge Investments
19
ClearBridge Investments
New York
$75.4M -$843K -36,130 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$74.4M +$15.8K +678 +0%
TCIM
21
TIAA CREF Investment Management
New York
$73.5M -$5.34M -228,613 -7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$71M -$7.09M -303,603 -9%
CLM
23
ClearBridge LLC (Maryland)
Maryland
$69.4M -$375K -16,050 -0.6%
MVP
24
Miller Value Partners
Florida
$69.2M -$1.17M -50,000 -2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$58.9M -$5.61M -240,452 -9%

PHM Hedge Fund Activity: Q2 2017 in Review

489 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2017, worth a combined $6.38B — down 2.7% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PHM positions and 47 closed out — a net gain of 14 holders — while 165 added to existing stakes and 188 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $85.1M. The largest seller was Boston Partners, cutting an estimated $205M.

  • 489 institutional investors held Pultegroup (PHM) as of Q2 2017, up from 476 in Q1 2017.
  • Funds reported $6.38B of Pultegroup stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 61 funds opened new Pultegroup positions in Q2 2017 and 47 closed out, a net change of +14 holders.
  • The largest Pultegroup buyer in Q2 2017 was AQR Capital Management, an estimated $85.1M added.
  • The largest Pultegroup seller in Q2 2017 was Boston Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2017.