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Pultegroup
PHM

607 hedge funds and large institutions have $9.5B invested in Pultegroup in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 200 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $8.62B → $9.5B (+$881M)

8% more funds holding

Funds holding: 560 → 607 (+47)

4.39% more ownership

Funds ownership: 86.12% → 90.52% (+4.4%)

11% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 225

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

38% less call options, than puts

Call options by funds: $67.9M | Put options by funds: $110M

Holders
607
Holders Change
+47
Holders Change %
+8.39%
% of All Funds
11.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
104
Increased
200
Reduced
225
Closed
45
Calls
$67.9M
Puts
$110M
Net Calls
-$42.3M
Net Calls Change
-$35.7M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$155M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$76M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$72.9M
4
APG Asset Management
APG Asset Management
Netherlands
+$51.2M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$44.9M

Top Sellers

1
GA
Greenhaven Associates
New York
-$82.6M
2
MVP
Miller Value Partners
Florida
-$53.3M
3
SC
Samlyn Capital
New York
-$53.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2B -$8.32M -214,230 -0.7%
BlackRock
2
BlackRock
New York
$850M +$29.4M +756,581 +4%
State Street
3
State Street
Massachusetts
$480M +$2.2M +56,571 +0.5%
AQR Capital Management
4
AQR Capital Management
Connecticut
$338M -$16M -411,243 -5%
LSV Asset Management
5
LSV Asset Management
Illinois
$327M +$8.87M +228,272 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$286M -$12.8M -330,026 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$211M -$44.4M -1,142,701 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$197M +$10.6M +273,698 +6%
PI
9
Putnam Investments
Massachusetts
$177M +$13.5M +348,328 +8%
AL
10
AJO LP
Pennsylvania
$167M +$155M +3,992,869 +1,305%
APG Asset Management
11
APG Asset Management
Netherlands
$164M +$51.2M +1,317,459 +38%
Northern Trust
12
Northern Trust
Illinois
$148M -$15.5M -398,367 -9%
American Century Companies
13
American Century Companies
Missouri
$147M -$20.3M -523,470 -12%
Invesco
14
Invesco
Georgia
$146M +$24.5M +631,825 +20%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$137M +$36.4M +936,096 +36%
Goldman Sachs
16
Goldman Sachs
New York
$134M -$3.16M -81,433 -2%
Man Group
17
Man Group
United Kingdom
$132M +$40.2M +1,034,410 +44%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$123M +$22.6M +581,482 +22%
Norges Bank
19
Norges Bank
Norway
$111M – – –
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$107M +$72.9M +1,877,384 +210%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$99.8M +$3.81M +98,039 +4%
Skandinaviska Enskilda Banken (SEB)
22
Skandinaviska Enskilda Banken (SEB)
Sweden
$91.3M +$76M +1,954,800 +490%
Legal & General Group
23
Legal & General Group
United Kingdom
$81.4M +$1.91M +49,117 +2%
PPA
24
Parametric Portfolio Associates
Washington
$76.9M +$2.33M +59,854 +3%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$74.2M -$16.6M -427,662 -18%
1
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PHM Hedge Fund Activity: Q4 2019 in Review

607 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2019, worth a combined $9.5B — up 10% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PHM positions and 45 closed out — a net gain of 59 holders — while 200 added to existing stakes and 225 trimmed.

The largest buyer was AJO LP, adding an estimated $155M. The largest seller was Greenhaven Associates, cutting an estimated $82.6M.

  • 607 institutional investors held Pultegroup (PHM) as of Q4 2019, up from 560 in Q3 2019.
  • Funds reported $9.5B of Pultegroup stock for Q4 2019, up 10% quarter-over-quarter.
  • 104 funds opened new Pultegroup positions in Q4 2019 and 45 closed out, a net change of +59 holders.
  • The largest Pultegroup buyer in Q4 2019 was AJO LP, an estimated $155M added.
  • The largest Pultegroup seller in Q4 2019 was Greenhaven Associates, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.