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Taylor Morrison
TMHC

370 hedge funds and large institutions have $6.39B invested in Taylor Morrison in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 140 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $3.57M | Put options by funds: $933K

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more capital invested

Capital invested by funds: $5.48B → $6.39B (+$909M)

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

1.02% more ownership

Funds ownership: 95.54% → 96.56% (+1%)

1% more funds holding

Funds holding: 367 → 370 (+3)

11% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 140

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
125
Reduced
140
Closed
48
Calls
$3.57M
Puts
$933K
Net Calls
+$2.64M
Net Calls Change
+$827K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$70.2M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.6M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$35.8M
4
Invesco
Invesco
Georgia
+$23.7M
5
N
Nuveen
North Carolina
+$16.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$96M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$29.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$19.6M
4
DSC
Donald Smith & Co
New York
-$13.9M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
201
SummerHaven Investment Management
Connecticut
$905K +$9.97K +181 +1%
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$868K +$92.8K +1,685 +14%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$852K +$40.2K +730 +6%
HC
204
Henshaw Capital
Massachusetts
$846K – – –
HIM
205
Hanlon Investment Management
New Jersey
$832K +$738K +13,389 New
BPIH
206
Broad Peak Investment Holdings
Singapore
$807K -$457K -8,300 -39%
Mariner
207
Mariner
Kansas
$760K +$78.6K +1,427 +13%
VCM
208
Versant Capital Management
Arizona
$746K – – –
NA
209
NewEdge Advisors
Louisiana
$733K -$153K -2,779 -19%
PCM
210
Penserra Capital Management
California
$722K -$496 -9 -0.1%
SOADOR
211
State of Alaska Department of Revenue
Alaska
$721K – – –
CIM
212
Cambria Investment Management
California
$711K -$54.8K -994 -8%
LPL Financial
213
LPL Financial
California
$710K +$394K +7,154 +168%
QCM
214
QRG Capital Management
Illinois
$700K -$12.1K -219 -2%
NS
215
NBC Securities
Alabama
$698K -$8.26K -150 -1%
Capstone Investment Advisors
216
Capstone Investment Advisors
New York
$693K -$292K -5,308 -32%
UA
217
Unison Advisors
District of Columbia
$689K – – –
HCM
218
Huber Capital Management
California
$671K – – –
ADIM
219
Alpha DNA Investment Management
Maryland
$644K +$570K +10,354 New
MPM
220
Meritage Portfolio Management
Kansas
$640K -$32.6K -591 -5%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$632K +$328K +5,963 +142%
GT
222
Greenleaf Trust
Michigan
$630K +$1.93K +35 +0.3%
MWPCG
223
Measured Wealth Private Client Group
New Hampshire
$606K +$21.3K +386 +4%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$587K -$119K -2,154 -19%
ASN
225
Advisory Services Network
Georgia
$578K +$507K +9,208 +10,464%
7 8
9
10 11

TMHC Hedge Fund Activity: Q1 2024 in Review

370 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q1 2024, worth a combined $6.39B — up 17% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TMHC positions and 48 closed out — a net gain of 5 holders — while 125 added to existing stakes and 140 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $70.2M. The largest seller was Morgan Stanley, cutting an estimated $96M.

  • 370 institutional investors held Taylor Morrison (TMHC) as of Q1 2024, up from 367 in Q4 2023.
  • Funds reported $6.39B of Taylor Morrison stock for Q1 2024, up 17% quarter-over-quarter.
  • 53 funds opened new Taylor Morrison positions in Q1 2024 and 48 closed out, a net change of +5 holders.
  • The largest Taylor Morrison buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $70.2M added.
  • The largest Taylor Morrison seller in Q1 2024 was Morgan Stanley, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2024.