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Taylor Morrison

167 hedge funds and large institutions have $1.59B invested in Taylor Morrison in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 50 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 50

29% more call options, than puts

Call options by funds: $259K | Put options by funds: $201K

0.72% more ownership

Funds ownership: 98.6%99.32% (+0.72%)

7% less capital invested

Capital invested by funds: $1.72B → $1.59B (-$126M)

15% less funds holding

Funds holding: 197167 (-30)

61% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
167
Holders Change
-30
Holders Change %
-15.23%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
79
Reduced
50
Closed
44
Calls
$259K
Puts
$201K
Net Calls
+$58K
Net Calls Change
-$302K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$10.2M -$6.76M -306,151 -40%
SCM
27
Schneider Capital Management
Pennsylvania
$10.2M -$46.4K -2,100 -0.5%
Charles Schwab
28
Charles Schwab
California
$10.1M +$1.92M +86,718 +23%
Bank of America
29
Bank of America
North Carolina
$10.1M +$2.52M +113,857 +33%
Lazard Asset Management
30
Lazard Asset Management
New York
$9.7M +$9.72M +439,922 New
SIM
31
Spark Investment Management
New York
$9.46M
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$8.64M +$6.65M +301,184 +332%
FQ
33
First Quadrant
California
$8.24M +$5.81M +262,945 +238%
PCM
34
Peregrine Capital Management
Minnesota
$8.1M +$165K +7,476 +2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$7.87M +$906K +40,989 +13%
AQR Capital Management
36
AQR Capital Management
Connecticut
$7.49M -$14.4K -652 -0.2%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$7.24M -$2.05M -92,597 -22%
AIM
38
Artemis Investment Management
United Kingdom
$7.14M +$110K +5,000 +2%
HI
39
HBK Investments
Texas
$6.99M -$3.88M -175,429 -36%
FIM
40
Foresters Investment Management
New York
$6.89M +$3.29M +149,100 +91%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$6.6M -$106K -4,800 -2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$6.42M -$6.42M -290,560 -50%
Barrow, Hanley, Mewhinney & Strauss
43
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.35M +$265K +11,999 +4%
NAP
44
New Amsterdam Partners
New York
$6.28M -$75.3K -3,407 -1%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$6.17M +$2.29M +103,873 +59%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$5.76M +$3.66M +165,466 +172%
SCA
47
Secor Capital Advisors
New York
$5.39M +$106K +4,792 +2%
NFA
48
Nationwide Fund Advisors
Ohio
$4.89M +$1.61M +72,726 +49%
Ameriprise
49
Ameriprise
Minnesota
$4.84M -$179K -8,121 -4%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$4.84M -$20.8M -940,450 -81%

TMHC Hedge Fund Activity: Q3 2017 in Review

167 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q3 2017, worth a combined $1.59B — down 7.4% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of TMHC and 17 opened new positions — a net loss of 27 holders — while 50 trimmed existing stakes and 79 added.

The largest buyer was Vanguard Group, adding an estimated $38M. The largest seller was Fidelity Investments, cutting an estimated $37.5M.

  • 167 institutional investors held Taylor Morrison (TMHC) as of Q3 2017, down from 197 in Q2 2017.
  • Funds reported $1.59B of Taylor Morrison stock for Q3 2017, down 7.4% quarter-over-quarter.
  • 17 funds opened new Taylor Morrison positions in Q3 2017 and 44 closed out, a net change of -27 holders.
  • The largest Taylor Morrison buyer in Q3 2017 was Vanguard Group, an estimated $38M added.
  • The largest Taylor Morrison seller in Q3 2017 was Fidelity Investments, an estimated $37.5M sold.

Based on aggregated 13F filings for Q3 2017.