Taylor Morrison
TMHC
272 hedge funds and large institutions have $3.11B invested in Taylor Morrison in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 114 reducing their positions, and 35 closing their positions.
29% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 35
3% more funds holding
Funds holding: 265 → 272 (+7)
4% more capital invested
Capital invested by funds: $2.99B → $3.11B (+$117M)
0.6% less ownership
Funds ownership: 94.08% → 93.48% (-0.6%)
23% less call options, than puts
Call options by funds: $4.68M | Put options by funds: $6.11M
30% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 114
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.9M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$25.4M |
| 3 |
Goldman Sachs
New York
|
+$16.8M |
| 4 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$16.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$29.8M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.7M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$8.5M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$8.04M |
| 5 |
DSC
Donald Smith & Co
New York
|
-$6.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
301
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$4K | -200 | Closed |
|
|
PFWA
302
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -78 | Closed |
|
303
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -60 | Closed |
|
|
BC
304
Bartlett & Co
Cincinnati,
Ohio
| – | +$178 | +7 | New |
|
|
ADIM
305
Alpha DNA Investment Management
Columbia,
Maryland
| – | +$892 | +35 | New |
|
TMHC Hedge Fund Activity: Q4 2020 in Review
272 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q4 2020, worth a combined $3.11B — up 3.9% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new TMHC positions and 35 closed out — a net gain of 10 holders — while 80 added to existing stakes and 114 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $48.9M. The largest seller was Capital Growth Management, exiting entirely with an estimated $29.8M sold.
- 272 institutional investors held Taylor Morrison (TMHC) as of Q4 2020, up from 265 in Q3 2020.
- Funds reported $3.11B of Taylor Morrison stock for Q4 2020, up 3.9% quarter-over-quarter.
- 45 funds opened new Taylor Morrison positions in Q4 2020 and 35 closed out, a net change of +10 holders.
- The largest Taylor Morrison buyer in Q4 2020 was Fidelity Investments, an estimated $48.9M added.
- The largest Taylor Morrison seller in Q4 2020 was Capital Growth Management, an estimated $29.8M sold.
Based on aggregated 13F filings for Q4 2020.