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Pultegroup

566 hedge funds and large institutions have $8.15B invested in Pultegroup in 2017 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 170 increasing their positions, 207 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

19% more capital invested

Capital invested by funds: $6.85B → $8.15B (+$1.29B)

18% more funds holding

Funds holding: 480566 (+86)

0.07% more ownership

Funds ownership: 83.3%83.37% (+0.07%)

0% less call options, than puts

Call options by funds: $79.4M | Put options by funds: $79.5M

18% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 207

Holders
566
Holders Change
+86
Holders Change %
+17.92%
% of All Funds
12.84%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.34%
New
128
Increased
170
Reduced
207
Closed
34
Calls
$79.4M
Puts
$79.5M
Net Calls
-$110K
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$889M -$13.8M -443,818 -2%
BlackRock
2
BlackRock
New York
$762M +$20.5M +658,662 +3%
State Street
3
State Street
Massachusetts
$425M -$12.6M -406,040 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$305M -$43.6M -1,405,599 -13%
Goldman Sachs
5
Goldman Sachs
New York
$253M +$103M +3,330,074 +78%
Bank of America
6
Bank of America
North Carolina
$228M -$49.8M -1,604,531 -19%
GA
7
Greenhaven Associates
New York
$191M +$461K +14,853 +0.3%
PI
8
Putnam Investments
Massachusetts
$183M -$22M -709,301 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$168M +$2.96M +95,397 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$161M -$60.2M -1,939,553 -29%
AL
11
AJO LP
Pennsylvania
$138M +$129M +4,150,254 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$132M -$54.8M -1,763,662 -31%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$132M +$19.5M +627,590 +19%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$131M -$66.1M -2,127,436 -35%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$118M +$22.8M +735,368 +26%
Morgan Stanley
16
Morgan Stanley
New York
$113M +$34M +1,095,133 +48%
Northern Trust
17
Northern Trust
Illinois
$104M -$2.72M -87,549 -3%
American Century Companies
18
American Century Companies
Missouri
$104M -$50.9M -1,640,204 -34%
TCIM
19
TIAA CREF Investment Management
New York
$102M -$46K -1,482 -0%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$101M +$53.2M +1,712,238 +129%
Norges Bank
21
Norges Bank
Norway
$93.5M +$4.78M +153,818 +6%
JP Morgan Chase
22
JP Morgan Chase
New York
$86.3M -$6.47M -208,381 -7%
LSV Asset Management
23
LSV Asset Management
Illinois
$83.7M +$2.43M +78,392 +3%
MVP
24
Miller Value Partners
Florida
$73.4M -$9.35M -301,100 -12%
GC
25
Guggenheim Capital
Illinois
$71.5M +$16.2M +520,436 +32%

PHM Hedge Fund Activity: Q4 2017 in Review

566 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2017, worth a combined $8.15B — up 19% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PHM positions and 34 closed out — a net gain of 94 holders — while 170 added to existing stakes and 207 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $129M. The largest seller was Hexavest, cutting an estimated $98.2M.

  • 566 institutional investors held Pultegroup (PHM) as of Q4 2017, up from 480 in Q3 2017.
  • Funds reported $8.15B of Pultegroup stock for Q4 2017, up 19% quarter-over-quarter.
  • 128 funds opened new Pultegroup positions in Q4 2017 and 34 closed out, a net change of +94 holders.
  • The largest Pultegroup buyer in Q4 2017 was AJO LP, an estimated $129M added.
  • The largest Pultegroup seller in Q4 2017 was Hexavest, an estimated $98.2M sold.

Based on aggregated 13F filings for Q4 2017.