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Taylor Morrison

152 hedge funds and large institutions have $1.07B invested in Taylor Morrison in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 64 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 15

191% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 22

91% more capital invested

Capital invested by funds: $560M → $1.07B (+$507M)

31% more funds holding

Funds holding: 116152 (+36)

23.4% more ownership

Funds ownership: 95.59%118.98% (+23%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $364K

Holders
152
Holders Change
+36
Holders Change %
+31.03%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
56
Increased
64
Reduced
22
Closed
15
Calls
Puts
$364K
Net Calls
-$364K
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Petrus Trust Company
Texas
$221K +$209K +10,375 New
TSS
127
Two Sigma Securities
New York
$211K +$200K +9,915 New
FRM
128
Fox Run Management
Connecticut
$207K +$196K +9,700 New
KI
129
Koch Industries
Kansas
$207K +$196K +9,711 New
HW
130
Hancock Whitney
Mississippi
$204K +$193K +9,570 New
Legal & General Group
131
Legal & General Group
United Kingdom
$199K +$38.4K +1,906 +26%
AIM
132
Acrospire Investment Management
Illinois
$197K -$172K -8,539 -48%
FIB
133
First Interstate Bank
Montana
$171K -$18.8K -935 -10%
UBS Group
134
UBS Group
Switzerland
$147K +$6.19K +307 +5%
Victory Capital Management
135
Victory Capital Management
Texas
$135K +$32.4K +1,608 +34%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$113K -$6.05K -300 -5%
Canada Life
137
Canada Life
Manitoba, Canada
$96K
AIP
138
Ameritas Investment Partners
Nebraska
$71K +$66.7K +3,309 New
MAM
139
Meeder Asset Management
Ohio
$67K +$63K +3,125 New
MA
140
MUFG Americas
New York
$30K +$8.51K +422 +43%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$21K -$26.2K -1,300 -57%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$20K
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$19.5K -$20.8K -1,030 -53%
CG
144
Cutler Group
California
$15K +$14.5K +720 New
Citigroup
145
Citigroup
New York
$7K -$493K -24,452 -99%
FHA
146
First Horizon Advisors
Tennessee
$6K +$5.32K +264 New
AF
147
Allworth Financial
California
$4K +$4.03K +200 New
WA
148
WealthTrust-Arizona
Arizona
$3K +$3.02K +150 New
EFSCE
149
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
TIM
150
Tortoise Investment Management
New York
$2K

TMHC Hedge Fund Activity: Q1 2017 in Review

152 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q1 2017, worth a combined $1.07B — up 91% from $560M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TMHC positions and 15 closed out — a net gain of 41 holders — while 64 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $87.5M. The largest seller was Miller Value Partners, exiting entirely with an estimated $42.2M sold.

  • 152 institutional investors held Taylor Morrison (TMHC) as of Q1 2017, up from 116 in Q4 2016.
  • Funds reported $1.07B of Taylor Morrison stock for Q1 2017, up 91% quarter-over-quarter.
  • 56 funds opened new Taylor Morrison positions in Q1 2017 and 15 closed out, a net change of +41 holders.
  • The largest Taylor Morrison buyer in Q1 2017 was BlackRock, an estimated $87.5M added.
  • The largest Taylor Morrison seller in Q1 2017 was Miller Value Partners, an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2017.