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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$69.1M +$23.7M +1,327,216 +57%
TCM
2
TimesSquare Capital Management
New York
$52M -$361K -20,200 -0.7%
Citadel Advisors
3
Citadel Advisors
Florida
$50.2M -$4.55M -254,807 -9%
PCM
4
Pennant Capital Management
New Jersey
$47.4M – – –
Wells Fargo
5
Wells Fargo
California
$40.8M -$1.71M -95,934 -4%
MVP
6
Miller Value Partners
Florida
$35.8M +$628K +35,200 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$35.7M +$1.42M +79,802 +4%
TCG
8
Tremblant Capital Group
Florida
$28.4M +$7.01M +392,560 +35%
State Street
9
State Street
Massachusetts
$25.4M -$3.21M -179,707 -12%
KAM
10
Keeley Asset Management
Illinois
$24.5M +$1.59M +89,000 +7%
BFA
11
BlackRock Fund Advisors
California
$23.3M +$1.52M +85,390 +7%
BIT
12
BlackRock Institutional Trust
California
$16.8M +$698K +39,123 +5%
CP
13
Covalent Partners
Massachusetts
$16.5M +$15.6M +872,044 New
First Trust Advisors
14
First Trust Advisors
Illinois
$14.6M +$8.17M +457,602 +146%
Invesco
15
Invesco
Georgia
$13.4M +$127K +7,094 +1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$11.8M -$21.7M -1,215,326 -66%
SCM
17
Schneider Capital Management
Pennsylvania
$11.8M -$564K -31,615 -5%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$9.24M +$8.73M +489,195 New
CLM
19
ClearBridge LLC (Maryland)
Maryland
$6.51M – – –
Morgan Stanley
20
Morgan Stanley
New York
$5.54M +$1.02M +57,394 +24%
BA
21
BlackRock Advisors
Delaware
$5.47M – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.41M +$4.77M +266,976 +1,367%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$4.95M +$229K +12,815 +5%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$4.32M +$85.7K +4,800 +2%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$3.37M -$1.78M -100,000 -36%
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.