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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

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

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
TIM
101
Tortoise Investment Management
New York
$2K – – –
US Bancorp
102
US Bancorp
Minnesota
$1K – – –
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$397 +$375 +21 New
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69 – – –
PI
105
Putnam Investments
Massachusetts
– -$6.73M -414,962 Closed
FAM
106
Fred Alger Management
New York
– -$6.6M -407,084 Closed
SH
107
SeaTown Holdings
Singapore
– -$1.95M -120,000 Closed
Macquarie Group
108
Macquarie Group
Australia
– -$1.24M -76,258 Closed
CAM
109
Cortina Asset Management
Wisconsin
– -$517K -31,898 Closed
DTL
110
Dynamic Technology Lab
Singapore
– -$512K -31,555 Closed
SAM
111
Silphium Asset Management
United Kingdom
– -$487K -30,000 Closed
RA
112
Royce & Associates
New York
– -$162K -10,000 Closed
Barclays
113
Barclays
United Kingdom
– -$29.3K -1,639 -99%
PHK
114
Point72 Hong Kong
Hong Kong
– -$5K -311 Closed
FNYS
115
First New York Securities
New York
– -$3.81K -235 Closed
1 2 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.