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Taylor Morrison
TMHC

100 hedge funds and large institutions have $703M invested in Taylor Morrison in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

875% more call options, than puts

Call options by funds: $790K | Put options by funds: $81K

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $628M → $703M (+$75.3M)

1.46% more ownership

Funds ownership: 100.51% → 101.97% (+1.5%)

5% less funds holding

Funds holding: 105 → 100 (-5)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
46
Reduced
25
Closed
19
Calls
$790K
Puts
$81K
Net Calls
+$709K
Net Calls Change
+$777K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.3M
2
State Street
State Street
Massachusetts
+$19M
3
CGM
Capital Growth Management
Massachusetts
+$9.34M
4
BFA
BlackRock Fund Advisors
California
+$7.06M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.67M

Top Sellers

1
CP
Covalent Partners
Massachusetts
-$16.5M
2
First Trust Advisors
First Trust Advisors
Illinois
-$14.6M
3
Wells Fargo
Wells Fargo
California
-$8.46M
4
Invesco
Invesco
Georgia
-$7.93M
5
Morgan Stanley
Morgan Stanley
New York
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$103M +$24.3M +1,299,889 +36%
Citadel Advisors
2
Citadel Advisors
Florida
$58.4M +$2.67M +142,695 +5%
TCM
3
TimesSquare Capital Management
New York
$56.1M -$1.17M -62,400 -2%
PCM
4
Pennant Capital Management
New Jersey
$52.3M – – –
State Street
5
State Street
Massachusetts
$49.2M +$19M +1,014,729 +75%
Vanguard Group
6
Vanguard Group
Pennsylvania
$42.1M +$2.43M +130,120 +7%
MVP
7
Miller Value Partners
Florida
$39.5M – – –
Wells Fargo
8
Wells Fargo
California
$35.6M -$8.46M -452,816 -21%
BFA
9
BlackRock Fund Advisors
California
$33.6M +$7.06M +378,099 +31%
TCG
10
Tremblant Capital Group
Florida
$32.2M +$760K +40,680 +3%
KAM
11
Keeley Asset Management
Illinois
$28.8M +$1.59M +85,000 +7%
BIT
12
BlackRock Institutional Trust
California
$18.5M -$12.1K -649 -0.1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$14.4M +$1.19M +63,667 +10%
SCM
14
Schneider Capital Management
Pennsylvania
$12.7M -$311K -16,639 -3%
CGM
15
Capital Growth Management
Massachusetts
$10.4M +$9.34M +500,000 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$8.42M +$2.65M +141,723 +54%
CLM
17
ClearBridge LLC (Maryland)
Maryland
$7.2M +$10.8K +580 +0.2%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$6.56M +$1.61M +86,168 +38%
BA
19
BlackRock Advisors
Delaware
$6.04M – – –
Invesco
20
Invesco
Georgia
$5.94M -$7.93M -424,566 -60%
Millennium Management
21
Millennium Management
New York
$5.23M +$2.41M +129,104 +106%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$5.02M -$4.64M -248,420 -51%
SCM
23
Stonehill Capital Management
New York
$4.63M +$2.63M +140,700 +173%
TC
24
TFS Capital
Pennsylvania
$3.81M +$444K +23,751 +15%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.67M +$525K +28,121 +19%
1
2 3 4 5

TMHC Hedge Fund Activity: Q1 2015 in Review

100 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q1 2015, worth a combined $703M — up 12% from $628M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TMHC and 14 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 46 added.

The largest buyer was Fidelity Investments, adding an estimated $24.3M. The largest seller was Covalent Partners, exiting entirely with an estimated $16.5M sold.

  • 100 institutional investors held Taylor Morrison (TMHC) as of Q1 2015, down from 105 in Q4 2014.
  • Funds reported $703M of Taylor Morrison stock for Q1 2015, up 12% quarter-over-quarter.
  • 14 funds opened new Taylor Morrison positions in Q1 2015 and 19 closed out, a net change of -5 holders.
  • The largest Taylor Morrison buyer in Q1 2015 was Fidelity Investments, an estimated $24.3M added.
  • The largest Taylor Morrison seller in Q1 2015 was Covalent Partners, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2015.