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Taylor Morrison

164 hedge funds and large institutions have $1.97B invested in Taylor Morrison in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $152K | Put options by funds: $37K

9% more capital invested

Capital invested by funds: $1.81B → $1.97B (+$164M)

4.75% more ownership

Funds ownership: 96.46%101.2% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 61

5% less funds holding

Funds holding: 172164 (-8)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
164
Holders Change
-8
Holders Change %
-4.65%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
56
Reduced
61
Closed
25
Calls
$152K
Puts
$37K
Net Calls
+$115K
Net Calls Change
+$447K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$217M +$3.35M +187,769 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$178M -$24.1M -1,351,198 -12%
BlackRock
3
BlackRock
New York
$178M +$16.4M +921,369 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$169M +$13.7M +767,180 +9%
TGHSA
5
TPG Group Holdings (SBS) Advisors
Texas
$146M
DSC
6
Donald Smith & Co
New York
$144M -$8.56M -479,536 -6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$102M +$14.2M +793,164 +16%
Fidelity International
8
Fidelity International
Bermuda
$84.1M -$1.32M -74,060 -2%
State Street
9
State Street
Massachusetts
$53.9M +$4.75M +266,345 +10%
ESCM
10
Echo Street Capital Management
New York
$50.3M +$8.66M +485,282 +21%
GA
11
Greenhaven Associates
New York
$48.9M -$802K -44,943 -2%
NIMC
12
NWQ Investment Management Company
California
$41.3M -$8.51M -476,800 -17%
BIP
13
Brandes Investment Partners
California
$37.7M +$6.62M +370,548 +21%
Norges Bank
14
Norges Bank
Norway
$31.7M -$2.9M -162,359 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$30.4M +$7.1M +397,523 +30%
PC
16
Polar Capital
United Kingdom
$29.4M +$57.3K +3,208 +0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$28.2M +$269K +15,077 +1%
Northern Trust
18
Northern Trust
Illinois
$24.4M -$626K -35,057 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$23.5M -$3.73M -209,142 -14%
Goldman Sachs
20
Goldman Sachs
New York
$23M -$3.17M -177,627 -12%
TC
21
Towle & Co
Colorado
$21.1M +$136K +7,611 +0.6%
Charles Schwab
22
Charles Schwab
California
$21.1M +$1.86M +104,131 +10%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$17.8M -$5.42M -303,864 -23%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$12.8M +$10.9M +611,927 +547%
BCM
25
Basswood Capital Management
New York
$12.7M +$6.66M +372,898 +109%

TMHC Hedge Fund Activity: Q1 2019 in Review

164 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Taylor Morrison (TMHC) for Q1 2019, worth a combined $1.97B — up 9.1% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TMHC and 19 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 56 added.

The largest buyer was BlackRock, adding an estimated $16.4M. The largest seller was Long Pond Capital, exiting entirely with an estimated $59.1M sold.

  • 164 institutional investors held Taylor Morrison (TMHC) as of Q1 2019, down from 172 in Q4 2018.
  • Funds reported $1.97B of Taylor Morrison stock for Q1 2019, up 9.1% quarter-over-quarter.
  • 19 funds opened new Taylor Morrison positions in Q1 2019 and 25 closed out, a net change of -6 holders.
  • The largest Taylor Morrison buyer in Q1 2019 was BlackRock, an estimated $16.4M added.
  • The largest Taylor Morrison seller in Q1 2019 was Long Pond Capital, an estimated $59.1M sold.

Based on aggregated 13F filings for Q1 2019.