Taylor Morrison
TMHC
100 hedge funds and large institutions have $703M invested in Taylor Morrison in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 19 closing their positions.
875% more call options, than puts
Call options by funds: $790K | Put options by funds: $81K
84% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 25
12% more capital invested
Capital invested by funds: $628M → $703M (+$75.3M)
1.46% more ownership
Funds ownership: 100.51% → 101.97% (+1.5%)
5% less funds holding
Funds holding: 105 → 100 (-5)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$19M |
| 3 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$9.34M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.06M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Covalent Partners
Concord,
Massachusetts
|
-$16.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.46M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$7.93M |
| 5 |
Morgan Stanley
New York
|
-$4.64M |
TMHC Hedge Fund Activity: Q1 2015 in Review
100 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q1 2015, worth a combined $703M — up 12% from $628M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of TMHC and 14 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 46 added.
The largest buyer was Fidelity Investments, adding an estimated $24.3M. The largest seller was Covalent Partners, exiting entirely with an estimated $16.5M sold.
- 100 institutional investors held Taylor Morrison (TMHC) as of Q1 2015, down from 105 in Q4 2014.
- Funds reported $703M of Taylor Morrison stock for Q1 2015, up 12% quarter-over-quarter.
- 14 funds opened new Taylor Morrison positions in Q1 2015 and 19 closed out, a net change of -5 holders.
- The largest Taylor Morrison buyer in Q1 2015 was Fidelity Investments, an estimated $24.3M added.
- The largest Taylor Morrison seller in Q1 2015 was Covalent Partners, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2015.