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Taylor Morrison

183 hedge funds and large institutions have $2.01B invested in Taylor Morrison in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

26% more capital invested

Capital invested by funds: $1.59B → $2.01B (+$417M)

20% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 55

13.95% more ownership

Funds ownership: 99.32%113.27% (+14%)

10% more funds holding

Funds holding: 167183 (+16)

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
66
Reduced
55
Closed
24
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$5K
LF
177
Lee Financial
Texas
$5K
FMA
178
FNY Managed Accounts
New York
$4K -$12.2K -522 -75%
WA
179
WealthTrust-Arizona
Arizona
$4K
TIM
180
Tortoise Investment Management
New York
$2K
FGC
181
Financial Gravity Companies
Texas
$2K +$1.59K +68 New
QI
182
QS Investors
New York
$1K
PCG
183
Private Capital Group
Connecticut
$1 +$23.4K +1,000 New
AL
184
AJO LP
Pennsylvania
-$47.7M -2,164,051 Closed
American Century Companies
185
American Century Companies
Missouri
-$11.5M -523,752 Closed
Lazard Asset Management
186
Lazard Asset Management
New York
-$9.7M -439,922 Closed
AIM
187
Artemis Investment Management
United Kingdom
-$7.14M -323,500 Closed
NFA
188
Nationwide Fund Advisors
Ohio
-$4.89M -221,888 Closed
CCMG
189
Clark Capital Management Group
Pennsylvania
-$2.75M -124,565 Closed
3C
190
361 Capital
Colorado
-$1.86M -84,270 Closed
SEC
191
Seven Eight Capital
New York
-$1.63M -74,000 Closed
JIR
192
James Investment Research
Ohio
-$1.62M -73,600 Closed
PL
193
Polianta Ltd
Jersey
-$1.16M -52,700 Closed
VRS
194
Virginia Retirement Systems
Virginia
-$1.04M -47,400 Closed
ARTA
195
A.R.T. Advisors
New York
-$930K -42,200 Closed
SO
196
STRS Ohio
Ohio
-$493K -22,400 Closed
Capstone Investment Advisors
197
Capstone Investment Advisors
New York
-$353K -16,036 Closed
CEP
198
Chicago Equity Partners
Illinois
-$341K -15,470 Closed
Nordea Investment Management
199
Nordea Investment Management
Sweden
-$293K -13,300 Closed
KI
200
Koch Industries
Kansas
-$284K -12,857 Closed

TMHC Hedge Fund Activity: Q4 2017 in Review

183 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q4 2017, worth a combined $2.01B — up 26% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TMHC positions and 24 closed out — a net gain of 18 holders — while 66 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $90.9M. The largest seller was AJO LP, exiting entirely with an estimated $47.7M sold.

  • 183 institutional investors held Taylor Morrison (TMHC) as of Q4 2017, up from 167 in Q3 2017.
  • Funds reported $2.01B of Taylor Morrison stock for Q4 2017, up 26% quarter-over-quarter.
  • 42 funds opened new Taylor Morrison positions in Q4 2017 and 24 closed out, a net change of +18 holders.
  • The largest Taylor Morrison buyer in Q4 2017 was Fidelity Investments, an estimated $90.9M added.
  • The largest Taylor Morrison seller in Q4 2017 was AJO LP, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2017.