We are live on ! Find out more
TMHC icon

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
IAN
251
Integrated Advisors Network
Texas
$418K -$100K -1,819 -21%
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$417K +$320K +5,800 +644%
II
253
Inspire Investing
Idaho
$417K -$86.2K -1,565 -19%
FTDI
254
First Trust Direct Indexing
Massachusetts
$405K -$2.2K -40 -0.6%
KWM
255
Kingsview Wealth Management
Oregon
$404K – – –
CFSG
256
Clark Financial Services Group
Missouri
$404K -$450K -8,162 -56%
MCM
257
MAI Capital Management
Ohio
$404K +$12.1K +220 +4%
CCM
258
Coldstream Capital Management
Washington
$392K -$3.31K -60 -0.9%
VA
259
Vident Advisory
Georgia
$383K -$190K -3,446 -36%
AC
260
AXQ Capital
New Jersey
$381K +$337K +6,125 New
TA
261
TFB Advisors
Kansas
$377K +$156K +2,840 +73%
BCM
262
BTC Capital Management
Iowa
$367K +$325K +5,903 New
HFS
263
Hantz Financial Services
Michigan
$365K -$15.6K -283 -5%
AA
264
AlphaMark Advisors
Kentucky
$355K +$314K +5,707 New
DekaBank Deutsche Girozentrale
265
DekaBank Deutsche Girozentrale
Germany
$352K – – –
MLICM
266
Metropolitan Life Insurance Company (MetLife)
New York
$339K -$23.9K -433 -7%
PA
267
Profund Advisors
Maryland
$334K -$6.67K -121 -2%
TRCT
268
Tower Research Capital (TRC)
New York
$304K -$992K -18,016 -79%
RB
269
Rodgers Brothers
Pennsylvania
$298K – – –
SCM
270
Shelton Capital Management
Colorado
$293K – – –
FRM
271
Fox Run Management
Connecticut
$289K -$1.07M -19,434 -81%
AIM
272
Anchor Investment Management
South Carolina
$280K – – –
JSW
273
Journey Strategic Wealth
New Jersey
$274K – – –
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$274K +$13.8K +250 +6%
GLA
275
Great Lakes Advisors
Illinois
$274K +$5.78K +105 +2%
9 10
11
12 13

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.