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Taylor Morrison

172 hedge funds and large institutions have $1.81B invested in Taylor Morrison in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

10% more funds holding

Funds holding: 156172 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.91% less ownership

Funds ownership: 102.37%96.46% (-5.9%)

12% less capital invested

Capital invested by funds: $2.05B → $1.81B (-$242M)

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $333K

Holders
172
Holders Change
+16
Holders Change %
+10.26%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
61
Reduced
51
Closed
23
Calls
$1K
Puts
$333K
Net Calls
-$332K
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$180K +$182K +11,166 +6,203%
VCM
127
Versant Capital Management
Arizona
$173K
BC
128
Burney Company
Virginia
$170K -$418K -25,610 -71%
FFG
129
Fortem Financial Group
California
$163K +$168K +10,283 New
New York State Teachers Retirement System (NYSTRS)
130
New York State Teachers Retirement System (NYSTRS)
New York
$156K
FMT
131
First Mercantile Trust
Tennessee
$151K +$22K +1,350 +17%
AIP
132
Ameritas Investment Partners
Nebraska
$149K
PHK
133
Point72 Hong Kong
Hong Kong
$143K +$147K +9,009 New
Barclays
134
Barclays
United Kingdom
$137K -$663K -40,603 -83%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$125K
CBOA
136
Commonwealth Bank of Australia
Australia
$120K
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$119K +$25.8K +1,577 +27%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$75K +$58.2K +3,565 +301%
SCP
139
Stamos Capital Partners
California
$64K +$65.3K +4,000 New
CSS
140
Cubist Systematic Strategies
Connecticut
$58K +$59.3K +3,634 New
MWNA
141
Marshall Wace North America
New York
$53K +$54K +3,310 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$43.8K -$337K -20,642 -88%
SO
143
STRS Ohio
Ohio
$28K +$29.4K +1,800 New
BWM
144
BerganKDV Wealth Management
Minnesota
$27K +$19.4K +1,188 +238%
AG
145
Advisor Group
Arizona
$25K +$1.18K +72 +5%
AIM
146
Assured Investment Management
New York
$23K -$292K -17,882 -92%
ER
147
Enlightenment Research
Florida
$21K +$21.2K +1,300 New
SSB
148
Sandy Spring Bank
Maryland
$16K +$16.3K +1,000 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.5K +765 +1,319%
US Bancorp
150
US Bancorp
Minnesota
$12K

TMHC Hedge Fund Activity: Q4 2018 in Review

172 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q4 2018, worth a combined $1.81B — down 12% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TMHC positions and 23 closed out — a net gain of 18 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was TPG Group Holdings (SBS) Advisors, opening a new position worth an estimated $134M. The largest seller was Millennium Management, cutting an estimated $75.1M.

  • 172 institutional investors held Taylor Morrison (TMHC) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $1.81B of Taylor Morrison stock for Q4 2018, down 12% quarter-over-quarter.
  • 41 funds opened new Taylor Morrison positions in Q4 2018 and 23 closed out, a net change of +18 holders.
  • The largest Taylor Morrison buyer in Q4 2018 was TPG Group Holdings (SBS) Advisors, an estimated $134M added.
  • The largest Taylor Morrison seller in Q4 2018 was Millennium Management, an estimated $75.1M sold.

Based on aggregated 13F filings for Q4 2018.