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WLH

WILLIAM LYON HOMES
WLH

Delisted

WLH was delisted on the 5th of February, 2020.

117 hedge funds and large institutions have $669M invested in WILLIAM LYON HOMES in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

15% more funds holding

Funds holding: 102117 (+15)

8% more capital invested

Capital invested by funds: $622M → $669M (+$47.4M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

86% less call options, than puts

Call options by funds: $1.43M | Put options by funds: $9.89M

Holders
117
Holders Change
+15
Holders Change %
+14.71%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
35
Increased
42
Reduced
26
Closed
13
Calls
$1.43M
Puts
$9.89M
Net Calls
-$8.46M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
YCMGA
26
York Capital Management Global Advisors
New York
$4.12M
Principal Financial Group
27
Principal Financial Group
Iowa
$3.67M +$3.33M +178,183 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$3.64M +$106K +5,649 +3%
SCM
29
Stanley Capital Management
Texas
$3.59M
NCGI
30
Next Century Growth Investors
Minnesota
$2.61M -$8.72M -466,830 -79%
LSV Asset Management
31
LSV Asset Management
Illinois
$2.59M +$289K +15,500 +14%
GCP
32
GSA Capital Partners
United Kingdom
$2.51M +$2.27M +121,700 New
Charles Schwab
33
Charles Schwab
California
$2.49M +$390K +20,861 +21%
SEI Investments
34
SEI Investments
Pennsylvania
$2.43M +$91.6K +4,906 +4%
Wells Fargo
35
Wells Fargo
California
$1.95M +$557K +29,801 +46%
Invesco
36
Invesco
Georgia
$1.71M -$54K -2,889 -3%
REMS
37
Real Estate Management Services
$1.7M +$1.54M +82,600 New
Fisher Asset Management
38
Fisher Asset Management
Washington
$1.63M +$372K +19,900 +34%
SCA
39
Sippican Capital Advisors
Massachusetts
$1.57M +$57.9K +3,098 +4%
AG
40
Algert Global
California
$1.44M +$1.3M +69,737 New
TCIM
41
TIAA CREF Investment Management
New York
$1.38M -$46.8K -2,507 -4%
Morgan Stanley
42
Morgan Stanley
New York
$1.21M -$409K -21,880 -27%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.14M +$245K +13,131 +31%
O
44
OppenheimerFunds
New York
$1.05M +$954K +51,065 New
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$1.03M
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$972K -$41.1K -2,200 -4%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$939K +$353K +18,891 +71%
Barclays
48
Barclays
United Kingdom
$938K +$559K +29,925 +192%
TA
49
Teachers Advisors
New York
$931K +$26.4K +1,411 +3%
BIC
50
Beach Investment Counsel
Pennsylvania
$926K +$839K +44,917 New

WLH Hedge Fund Activity: Q1 2017 in Review

117 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WILLIAM LYON HOMES (WLH) for Q1 2017, worth a combined $669M — up 7.6% from $622M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLH positions and 13 closed out — a net gain of 22 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Peregrine Capital Management, exiting entirely with an estimated $14.4M sold.

  • 117 institutional investors held WILLIAM LYON HOMES (WLH) as of Q1 2017, up from 102 in Q4 2016.
  • Funds reported $669M of WILLIAM LYON HOMES stock for Q1 2017, up 7.6% quarter-over-quarter.
  • 35 funds opened new WILLIAM LYON HOMES positions in Q1 2017 and 13 closed out, a net change of +22 holders.
  • The largest WILLIAM LYON HOMES buyer in Q1 2017 was BlackRock, an estimated $54.1M added.
  • The largest WILLIAM LYON HOMES seller in Q1 2017 was Peregrine Capital Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2017.