Pultegroup
531 hedge funds and large institutions have $6.34B invested in Pultegroup in 2018 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 150 increasing their positions, 220 reducing their positions, and 77 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
13% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 77
1% more funds holding
Funds holding: 524 → 531 (+7)
2% more capital invested
Capital invested by funds: $6.19B → $6.34B (+$149M)
1.23% less ownership
Funds ownership: 88.11% → 86.88% (-1.2%)
25% less call options, than puts
Call options by funds: $74.3M | Put options by funds: $99.6M
32% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 220
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$224M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$133M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$54.9M |
| 4 |
Two Sigma Advisers
New York
|
+$38.8M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$138M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$56.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$49M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.7M |
PHM Hedge Fund Activity: Q4 2018 in Review
531 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2018, worth a combined $6.34B — up 2.4% from $6.19B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new PHM positions and 77 closed out — a net gain of 10 holders — while 150 added to existing stakes and 220 trimmed.
The largest buyer was Fidelity International, adding an estimated $224M. The largest seller was AJO LP, exiting entirely with an estimated $138M sold.
- 531 institutional investors held Pultegroup (PHM) as of Q4 2018, up from 524 in Q3 2018.
- Funds reported $6.34B of Pultegroup stock for Q4 2018, up 2.4% quarter-over-quarter.
- 87 funds opened new Pultegroup positions in Q4 2018 and 77 closed out, a net change of +10 holders.
- The largest Pultegroup buyer in Q4 2018 was Fidelity International, an estimated $224M added.
- The largest Pultegroup seller in Q4 2018 was AJO LP, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2018.