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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
SAM
326
Smartleaf Asset Management
Massachusetts
$29.2K +$27K +473 +860%
IGWM
327
ICA Group Wealth Management
Colorado
$27.7K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$25.8K +$3.49K +61 +15%
MG
329
Mather Group
Illinois
$24.9K +$22.9K +400 New
RA
330
Rise Advisors
New York
$23.6K
AF
331
Allworth Financial
California
$22.4K +$1.03K +18 +5%
CAM
332
ClariVest Asset Management
California
$20.4K +$9.32K +163 +80%
MTC
333
Matrix Trust Company
Colorado
$19K +$19.3K +338 New
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$17.6K +$8.92K +156 +96%
RFS
335
Richardson Financial Services
Massachusetts
$17.1K +$7.49K +131 +74%
QL
336
Quarry LP
New York
$15K +$15.4K +270 New
EBA
337
Eagle Bay Advisors
New York
$14.9K
PC
338
Promethos Capital
Massachusetts
$14.4K
LC
339
Lindbrook Capital
California
$13.5K +$3.2K +56 +30%
CTC
340
Cetera Trust Company
Minnesota
$13.1K
PTC
341
Private Trust Company
Ohio
$13.1K
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$13.1K
National Bank of Canada
343
National Bank of Canada
Quebec, Canada
$12.8K
LI
344
LRI Investments
Florida
$12.5K
PIM
345
Plato Investment Management
Australia
$12.2K
S
346
Sachetta
Massachusetts
$9.66K +$857 +15 +12%
HMS
347
Hanseatic Management Services
New Mexico
$9.2K
UB
348
UMB Bank
Missouri
$8.15K +$686 +12 +9%
IAIM
349
International Assets Investment Management
Florida
$8.04K +$8.29K +145 New
BIA
350
Bell Investment Advisors
California
$7.76K +$514 +9 +7%

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.