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Taylor Morrison

380 hedge funds and large institutions have $5.56B invested in Taylor Morrison in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $2.62M | Put options by funds: $741K

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

3% more funds holding

Funds holding: 370380 (+10)

6% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 131

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.74% less ownership

Funds ownership: 96.56%94.82% (-1.7%)

13% less capital invested

Capital invested by funds: $6.39B → $5.56B (-$825M)

Holders
380
Holders Change
+10
Holders Change %
+2.7%
% of All Funds
5.49%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
51
Increased
139
Reduced
131
Closed
34
Calls
$2.62M
Puts
$741K
Net Calls
+$1.88M
Net Calls Change
-$766K
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
251
First Trust Direct Indexing
Massachusetts
$396K +$35.8K +626 +10%
TA
252
TFB Advisors
Kansas
$394K +$22.2K +388 +6%
Daiwa Securities Group
253
Daiwa Securities Group
Japan
$394K +$22.9K +400 +6%
BIM
254
Bridges Investment Management
Nebraska
$391K +$403K +7,055 New
CW
255
CreativeOne Wealth
Kansas
$391K +$16.3K +285 +4%
MCM
256
Marathon Capital Management
Maryland
$388K
CMF
257
Counterpoint Mutual Funds
California
$383K +$147K +2,568 +59%
LNWWM
258
Laird Norton Wetherby Wealth Management
California
$380K -$44.8K -784 -10%
KWM
259
Kingsview Wealth Management
Oregon
$360K
CCM
260
Coldstream Capital Management
Washington
$353K +$3.6K +63 +1%
CFSG
261
Clark Financial Services Group
Missouri
$352K -$9.03K -158 -2%
CGH
262
Crossmark Global Holdings
Texas
$347K -$75.6K -1,322 -17%
ADIM
263
Alpha DNA Investment Management
Maryland
$335K -$247K -4,320 -42%
MCM
264
MAI Capital Management
Ohio
$333K -$27.8K -487 -7%
TF
265
Trek Financial
Arizona
$331K -$65.1K -1,139 -16%
AAS
266
Avantax Advisory Services
Texas
$331K +$341K +5,969 New
GC
267
Guggenheim Capital
Illinois
$327K -$1.29M -22,581 -79%
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$324K -$205K -3,593 -38%
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
$324K
BA
270
Bridgewater Associates
Connecticut
$320K -$6.9M -120,659 -95%
HFS
271
Hantz Financial Services
Michigan
$314K -$11.8K -207 -4%
BCM
272
BTC Capital Management
Iowa
$310K -$18.2K -318 -5%
IC
273
Innealta Capital
Texas
$307K +$105K +1,831 +49%
AA
274
AlphaMark Advisors
Kentucky
$303K -$13.3K -233 -4%
PAS
275
Park Avenue Securities
New York
$290K +$299K +5,231 New

TMHC Hedge Fund Activity: Q2 2024 in Review

380 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q2 2024, worth a combined $5.56B — down 13% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TMHC positions and 34 closed out — a net gain of 17 holders — while 139 added to existing stakes and 131 trimmed.

The largest buyer was Wedge Capital Management, adding an estimated $39.5M. The largest seller was Invesco, cutting an estimated $57.1M.

  • 380 institutional investors held Taylor Morrison (TMHC) as of Q2 2024, up from 370 in Q1 2024.
  • Funds reported $5.56B of Taylor Morrison stock for Q2 2024, down 13% quarter-over-quarter.
  • 51 funds opened new Taylor Morrison positions in Q2 2024 and 34 closed out, a net change of +17 holders.
  • The largest Taylor Morrison buyer in Q2 2024 was Wedge Capital Management, an estimated $39.5M added.
  • The largest Taylor Morrison seller in Q2 2024 was Invesco, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2024.