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Taylor Morrison
TMHC

105 hedge funds and large institutions have $628M invested in Taylor Morrison in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $540M → $628M (+$87.2M)

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

9% more funds holding

Funds holding: 96 → 105 (+9)

0.76% less ownership

Funds ownership: 101.28% → 100.51% (-0.76%)

78% less call options, than puts

Call options by funds: $19K | Put options by funds: $87K

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
36
Reduced
31
Closed
10
Calls
$19K
Puts
$87K
Net Calls
-$68K
Net Calls Change
-$186K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.7M
2
CP
Covalent Partners
Massachusetts
+$15.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$8.73M
4
First Trust Advisors
First Trust Advisors
Illinois
+$8.17M
5
TCG
Tremblant Capital Group
Florida
+$7.01M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.6M
3
Millennium Management
Millennium Management
New York
-$7.77M
4
PI
Putnam Investments
Massachusetts
-$6.73M
5
FAM
Fred Alger Management
New York
-$6.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TFS Capital
Pennsylvania
$3M +$2.84M +159,036 New
PCM
27
Piermont Capital Management
Missouri
$3M +$2.83M +158,700 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$2.79M +$19K +1,066 +0.7%
Northern Trust
29
Northern Trust
Illinois
$2.78M -$859K -48,143 -25%
TA
30
Teachers Advisors
New York
$2.44M -$1.5M -83,777 -39%
Millennium Management
31
Millennium Management
New York
$2.3M -$7.77M -435,436 -78%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$2.28M -$16.6M -928,540 -88%
WA
33
Whitebox Advisors
Minnesota
$2.23M +$2.11M +118,011 New
RFC
34
Russell Frank Company
Washington
$2.21M +$39.4K +2,210 +2%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$2M +$319K +17,873 +20%
MSA
36
Mason Street Advisors
Wisconsin
$1.97M – – –
UBS Group
37
UBS Group
Switzerland
$1.93M +$1.83M +102,286 New
JP Morgan Chase
38
JP Morgan Chase
New York
$1.72M -$92.8K -5,197 -5%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.7M +$1.61M +90,115 New
PCM
40
Portolan Capital Management
Massachusetts
$1.54M +$1.46M +81,677 New
SCM
41
Stonehill Capital Management
New York
$1.54M +$1.45M +81,506 New
Lazard Asset Management
42
Lazard Asset Management
New York
$1.5M -$5.54M -310,531 -80%
NCCM
43
Nine Chapters Capital Management
New Jersey
$1.47M +$1.08M +60,300 +343%
Goldman Sachs
44
Goldman Sachs
New York
$1.36M -$462K -25,858 -26%
SDIC
45
South Dakota Investment Council
South Dakota
$1.34M +$141K +7,900 +13%
TCGI
46
Three Corner Global Investors
New York
$1.31M -$1.69M -94,740 -58%
Ameriprise
47
Ameriprise
Minnesota
$1.28M +$37.8K +2,115 +3%
OAC
48
OMERS Administration Corp
Ontario, Canada
$1.28M -$421K -23,600 -26%
EC
49
EJF Capital
Virginia
$1.23M -$268K -15,000 -19%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.17M +$4.73K +265 +0.4%
1
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3 4 5

TMHC Hedge Fund Activity: Q4 2014 in Review

105 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q4 2014, worth a combined $628M — up 16% from $540M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TMHC positions and 10 closed out — a net gain of 11 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $23.7M. The largest seller was Wellington Management Group, cutting an estimated $21.7M.

  • 105 institutional investors held Taylor Morrison (TMHC) as of Q4 2014, up from 96 in Q3 2014.
  • Funds reported $628M of Taylor Morrison stock for Q4 2014, up 16% quarter-over-quarter.
  • 21 funds opened new Taylor Morrison positions in Q4 2014 and 10 closed out, a net change of +11 holders.
  • The largest Taylor Morrison buyer in Q4 2014 was Fidelity Investments, an estimated $23.7M added.
  • The largest Taylor Morrison seller in Q4 2014 was Wellington Management Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2014.