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Taylor Morrison
TMHC

370 hedge funds and large institutions have $6.39B invested in Taylor Morrison in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 140 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $933K

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more capital invested

Capital invested by funds: $5.48B → $6.39B (+$909M)

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

1.02% more ownership

Funds ownership: 95.54% → 96.56% (+1%)

1% more funds holding

Funds holding: 367 → 370 (+3)

11% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 140

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
125
Reduced
140
Closed
48
Calls
$3.57M
Puts
$933K
Net Calls
+$2.64M
Net Calls Change
+$827K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$70.2M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.6M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$35.8M
4
Invesco
Invesco
Georgia
+$23.7M
5
N
Nuveen
North Carolina
+$16.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$96M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$29.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$19.6M
4
DSC
Donald Smith & Co
New York
-$13.9M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$573K +$29.5K +536 +6%
WG
227
Winton Group
United Kingdom
$558K -$120K -2,171 -19%
SAM
228
Securian Asset Management
Minnesota
$548K -$14K -255 -3%
IA
229
Inspire Advisors
Idaho
$528K +$190K +3,441 +68%
Two Sigma Advisers
230
Two Sigma Advisers
New York
$528K -$27.5K -500 -6%
SAM
231
Shell Asset Management
Netherlands
$523K -$56.6K -1,027 -10%
RCA
232
Resonant Capital Advisors
Wisconsin
$511K +$4.74K +86 +1%
SW
233
SkyOak Wealth
Michigan
$493K +$437K +7,933 New
B
234
Bailard
California
$491K -$242K -4,400 -36%
EGM
235
Engineers Gate Manager
New York
$484K -$52.7K -956 -11%
VCA
236
Verdence Capital Advisors
Maryland
$480K +$3.31K +60 +0.8%
LNWWM
237
Laird Norton Wetherby Wealth Management
California
$475K -$1.76K -32 -0.4%
CA
238
Cetera Advisors
Colorado
$475K +$421K +7,645 New
Sumitomo Mitsui Trust Group
239
Sumitomo Mitsui Trust Group
Japan
$472K -$66.1K -1,200 -14%
CGH
240
Crossmark Global Holdings
Texas
$472K +$14.6K +265 +4%
SPA
241
Sherbrooke Park Advisers
New York
$468K +$414K +7,520 New
S
242
SignatureFD
Georgia
$462K +$2.2K +40 +0.5%
YMRC
243
Yorktown Management & Research Company
Virginia
$460K – – –
GCP
244
GSA Capital Partners
United Kingdom
$455K -$192K -3,485 -32%
BBVA
245
Banco Bilbao Vizcaya Argentaria
Spain
$450K +$399K +7,235 New
MFS
246
Mirabella Financial Services
United Kingdom
$444K +$393K +7,136 New
TF
247
Trek Financial
Arizona
$443K -$350K -6,357 -47%
MCM
248
Marathon Capital Management
Maryland
$435K – – –
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$428K -$372K -6,749 -50%
CW
250
CreativeOne Wealth
Kansas
$421K -$15.8K -286 -4%
8 9
10
11 12

TMHC Hedge Fund Activity: Q1 2024 in Review

370 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q1 2024, worth a combined $6.39B — up 17% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TMHC positions and 48 closed out — a net gain of 5 holders — while 125 added to existing stakes and 140 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $70.2M. The largest seller was Morgan Stanley, cutting an estimated $96M.

  • 370 institutional investors held Taylor Morrison (TMHC) as of Q1 2024, up from 367 in Q4 2023.
  • Funds reported $6.39B of Taylor Morrison stock for Q1 2024, up 17% quarter-over-quarter.
  • 53 funds opened new Taylor Morrison positions in Q1 2024 and 48 closed out, a net change of +5 holders.
  • The largest Taylor Morrison buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $70.2M added.
  • The largest Taylor Morrison seller in Q1 2024 was Morgan Stanley, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2024.