SecurityWLH / Lyon William Homes
IndustryOperative Builders
Institutional Buyers119
Opened Positions20
Related WLS / Welsh Property Trust, Inc.

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in WLH / Lyon William Homes include Columbus Circle Investors, Hodges Capital Management Inc., Ajo, Lp, Dalton Greiner Hartman Maher & Co, Franklin Resources Inc, IndexIQ Advisors LLC, Joseph R. Weiss, Llc, Martingale Asset Management L P, 361 Capital Llc, BlueMountain Capital Management, LLC, Sterling Capital Management LLC, Mackay Shields Llc, Man Group plc, Trexquant Investment LP, Cornercap Investment Counsel Inc, Citadel Advisors Llc, Oxford Asset Management, Babson Capital Management Llc, AHL Partners LLP, and Bowling Portfolio Management LLC.

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

File DateFormInvestor Option Prev Shares Shares Change
(Percent)
Prev Value
(x$1000)
Current Value (x$1000) Change
(Percent)
2018‑05‑02 13F-HR RHUMBLINE ADVISERS 58,886 69,884 18.68 1,712 1,921 12.21
2018‑05‑15 13F-HR AQR CAPITAL MANAGEMENT LLC 0 22,290 0 613
2018‑05‑15 13F-HR PANAGORA ASSET MANAGEMENT INC 0 31,338 0 861
2018‑05‑15 13F-HR GEODE CAPITAL MANAGEMENT, LLC 221,133 345,949 56.44 6,430 9,509 47.88
2018‑05‑15 13F-HR VANGUARD GROUP INC 1,454,145 1,698,062 16.77 42,287 46,680 10.39
2018‑05‑02 13F-HR ALGERT GLOBAL LLC 95,738 122,651 28.11 2,784 3,372 21.12
2018‑05‑15 13F-HR STATE STREET CORP 937,676 958,331 2.20 27,271 26,342 -3.41
2018‑05‑17 13F-HR Legal & General Group Plc 50,308 54,212 7.76 1,462 1,482 1.37
2018‑05‑15 13F-HR HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 42,485 42,573 0.21 1,235 1,170 -5.26
2018‑05‑14 13F-HR UBS ASSET MANAGEMENT AMERICAS INC 8,700 16,385 88.33 252,996 450,424 78.04
2018‑05‑09 13F-HR SYSTEMATIC FINANCIAL MANAGEMENT LP 16,000 311,985 1,849.91 465 8,576 1,744.30
2018‑05‑07 13F-HR/A Redmond Asset Management, LLC 17,781 18,021 1.35 517 495 -4.26
2018‑07‑10 13F-HR State of Alaska, Department of Revenue 9,263 9,343 0.86 254 216 -14.96
2018‑07‑11 13F-HR DALTON GREINER HARTMAN MAHER & CO 118,967 2,760
2018‑04‑12 13F-HR ACADIAN ASSET MANAGEMENT LLC 5,811 160
2018‑05‑15 13F-HR Rafferty Asset Management, LLC 12,432 12,458 0.21 362 342 -5.52
2018‑05‑15 13F-HR Man Group plc 30,671 843
2018‑05‑15 13F-HR BRIDGEWAY CAPITAL MANAGEMENT INC 140,397 189,997 35.33 4,083 5,223 27.92
2018‑05‑09 13F-HR ENVESTNET ASSET MANAGEMENT INC 2,030 2,108 3.84 59 58 -1.69
2018‑05‑08 13F-HR THRIVENT FINANCIAL FOR LUTHERANS 17,335 19,362 11.69 504 532 5.56
2018‑05‑23 13F-HR Financial Gravity Wealth, Inc. 110 3
2018‑05‑08 13F-HR FIRST MERCANTILE TRUST CO 10,228 281
2018‑05‑04 13F-HR PRUDENTIAL FINANCIAL INC 44,775 105,575 135.79 1,302 2,902 122.89
2018‑05‑08 13F-HR Aperio Group, LLC 9,415 10,037 6.61 274 276 0.73
2018‑05‑01 13F-HR COMERICA BANK 24,393 30,190 23.77 767 818 6.65
2018‑05‑14 13F-HR/A CITADEL ADVISORS LLC Call 22,200 27,100 22.07 646 745 15.33
2018‑05‑14 13F-HR MASON STREET ADVISORS, LLC 7,250 7,985 10.14 211 220 4.27
2018‑04‑25 13F-HR Bowling Portfolio Management LLC 17,696 486
2018‑05‑07 13F-HR Tricadia Capital Management, LLC 520,521 636,812 22.34 15,137 17,506 15.65
2018‑05‑15 13F-HR Squarepoint Ops LLC 24,068 34,371 42.81 700 945 35.00
2018‑05‑14 13F-HR Pacad Investment Ltd. 900 1,500 66.67 26 41 57.69
2018‑05‑11 13F-HR Joseph R. Weiss, Llc 60,000 1,649
2018‑05‑14 13F-HR TEACHERS ADVISORS INC 48,431 59,739 23.35 1,408 1,642 16.62
2018‑05‑14 13F-HR BlueMountain Capital Management, LLC 36,367 1,000
2018‑05‑10 13F-HR GREAT WEST LIFE ASSURANCE CO /CAN/ 35,930 37,446 4.22 1,043 1,028 -1.44
2018‑05‑15 13F-HR HANCOCK HOLDING CO 9,411 9,788 4.01 274 269 -1.82
2018‑05‑15 13F-HR Brandywine Global Investment Management, LLC 100,101 111,256 11.14 2,911 3,059 5.08
2018‑05‑15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 20,600 23,669 14.90 599 651 8.68
2018‑05‑11 13F-HR CITIGROUP INC 807 15,236 1,787.98 23 419 1,721.74
2018‑05‑15 13F-HR CAPITAL FUND MANAGEMENT S.A. 7,600 35,856 371.79 221 986 346.15
2018‑04‑12 13F-HR JAMES INVESTMENT RESEARCH INC 31,235 31,243 0.03 908 859 -5.40
2018‑05‑08 13F-HR ClariVest Asset Management LLC 47,814 64,841 35.61 1,390 1,783 28.27
2018‑05‑09 13F-HR NORTHERN TRUST CORP 325,058 371,068 14.15 9,453 10,200 7.90
2018‑05‑08 13F-HR LS Investment Advisors, LLC 712 938 31.74 21 26 23.81
2018‑05‑03 13F-HR Hodges Capital Management Inc. 184,755 5,079
2018‑05‑11 13F-HR OPPENHEIMER FUNDS INC 38,225 42,256 10.55 1,112 1,162 4.50
2017‑02‑10 13F-HR BlackRock Group LTD 7,328 7,937 8.31 136 151 11.03
2018‑05‑04 13F-HR BABSON CAPITAL MANAGEMENT LLC 19,400 533
2018‑02‑12 13F-HR Hutchin Hill Capital, LP 0 20,200 0 587
2018‑05‑11 13F-HR Russell Investments Group, Ltd. 386,001 398,303 3.19 11,090 10,949 -1.27
2018‑05‑11 13F-HR CITADEL ADVISORS LLC Call 27,100 745
2018‑05‑14 13F-HR AJO, LP 139,693 3,840
2018‑05‑15 13F-HR CORNERCAP INVESTMENT COUNSEL INC 28,100 772
2018‑05‑10 13F-HR FRANKLIN RESOURCES INC 93,312 2,565
2018‑05‑03 13F-HR Trexquant Investment LP 30,639 842
2018‑04‑24 13F-HR McAdam, LLC 49 1
2018‑05‑09 13F-HR BlackRock Inc. 4,334,168 4,756,350 9.74 126,037 130,751 3.74
2018‑05‑04 13F-HR LSV ASSET MANAGEMENT 126,800 163,600 29.02 3,687 4,497 21.97
2018‑05‑15 13F-HR Ameritas Investment Partners, Inc. 2,065 2,707 31.09 60 74 23.33
2018‑05‑11 13F-HR ADVENT CAPITAL MANAGEMENT /DE/ 0 40,000 0 1,100
2018‑05‑15 13F-HR 361 CAPITAL LLC 53,553 1,472
2018‑05‑15 13F-HR Bank of New York Mellon Corp 906,545 1,133,405 25.02 26,363 31,156 18.18
2018‑05‑11 13F-HR MARTINGALE ASSET MANAGEMENT L P 54,537 1,500
2018‑05‑15 13F-HR Sterling Capital Management LLC 35,220 968
2018‑05‑04 13F-HR Swiss National Bank 47,000 49,000 4.26 1,367 1,347 -1.46
2018‑05‑10 13F-HR PUBLIC SECTOR PENSION INVESTMENT BOARD 17,379 18,579 6.90 505 511 1.19
2018‑05‑03 13F-HR MACKAY SHIELDS LLC 32,300 888
2018‑05‑15 13F-HR CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 42,890 48,824 13.84 1,247 1,342 7.62
2018‑05‑04 13F-HR STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 14,690 15,632 6.41 427 430 0.70
2018‑05‑15 13F-HR SECOND CURVE CAPITAL LLC 650,500 705,500 8.46 18,916 19,394 2.53
2018‑04‑20 13F-HR Steward Partners Investment Advisory, Llc 4,075 4,200 3.07 118 115 -2.54
2018‑05‑18 13F-HR/A ROYAL BANK OF CANADA 36,600 36,914 0.86 1,064 1,015 -4.61
2018‑05‑11 13F-HR CITADEL ADVISORS LLC Put 9,800 269
2018‑05‑15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 316 658 108.23 9 18 100.00
2018‑05‑15 13F-HR WOLVERINE TRADING, LLC Put 0 10,100 0 278
2018‑05‑10 13F-HR NEW YORK STATE COMMON RETIREMENT FUND 25,600 34,100 33.20 744 937 25.94
2018‑04‑24 13F-HR SignalPoint Asset Management, LLC 28,297 30,937 9.33 823 850 3.28
2018‑05‑15 13F-HR TWO SIGMA ADVISERS, LP 12,400 341
2018‑05‑11 13F-HR State of Tennessee, Treasury Department 18,778 19,929 6.13 546 548 0.37
2018‑05‑15 13F-HR ELLINGTON MANAGEMENT GROUP LLC 7,100 32,900 363.38 206 904 338.83
2018‑05‑07 13F-HR SCHWAB CHARLES INVESTMENT MANAGEMENT INC 118,445 147,283 24.35 3,445 4,049 17.53
2018‑05‑11 13F-HR Cutler Group LP Call 500 600 20.00 4 3 -25.00
2018‑05‑15 13F-HR Petrus Trust Company, LTA 10,528 289
2018‑05‑11 13F-HR SEI INVESTMENTS CO 16,423 18,980 15.57 477 522 9.43
2018‑05‑14 13F-HR PRICE T ROWE ASSOCIATES INC /MD/ 7,657 7,722 0.85 223 212 -4.93
2018‑05‑23 13F-HR/A Allianz Asset Management AG 111,285 120,244 8.05 3,236 3,306 2.16
2018‑05‑15 13F-HR Marshall Wace North America L.P. 0 9,390 0 258
2018‑05‑15 13F-HR IndexIQ Advisors LLC 73,210 2,013
2018‑05‑15 13F-HR Advisor Group, Inc. 200 730 265.00 6 19 216.67
2018‑05‑14 13F-HR TIAA CREF INVESTMENT MANAGEMENT LLC 64,159 70,687 10.17 1,866 1,943 4.13
2018‑02‑14 13F-HR AHL Partners LLP 19,023 553
2017‑02‑10 13F-HR BlackRock Institutional Trust Company, N.A. 571,570 607,044 6.21 10,603 11,552 8.95
2018‑05‑11 13F-HR FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 788,800 792,600 0.48 22,938 21,789 -5.01
2018‑05‑15 13F-HR PDT Partners, LLC 115,000 115,620 0.54 3,344 3,178 -4.96
2018‑05‑02 13F-HR WELLS FARGO & COMPANY/MN 178,184 211,774 18.85 5,181 5,822 12.37
2018‑05‑15 13F-HR PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 12,307 338
2018‑05‑03 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 11 14 27.27 0 0
2018‑04‑23 13F-HR FIRST TRUST ADVISORS LP 25,118 27,762 10.53 730 763 4.52
2018‑04‑20 13F-HR TEXAS PERMANENT SCHOOL FUND 18,815 19,056 1.28 547 524 -4.20
2018‑05‑15 13F-HR Invesco Ltd. 87,137 461,037 429.09 2,534 12,674 400.16
2018‑05‑15 13F-HR Wellington Management Group LLP 0 20,437 0 562
2018‑05‑11 13F-HR DIMENSIONAL FUND ADVISORS LP 2,420,037 2,767,278 14.35 70,374 76,072 8.10
2018‑04‑23 13F-HR Advisory Services Network, LLC 44 1
2018‑05‑15 13F-HR Metlife Investment Advisors, Llc 12,315 14,816 20.31 358 407 13.69
2018‑07‑13 13F-HR BANK OF MONTREAL /CAN/ 768 925 20.44 21 21 0.00
2018‑05‑14 13F-HR MORGAN STANLEY 160,092 279,041 74.30 4,656 7,671 64.76
2018‑05‑04 13F-HR Financial Gravity Companies, Inc. 19 110 478.95 1 3 200.00
2018‑05‑15 13F-HR OXFORD ASSET MANAGEMENT 25,494 701
2018‑04‑26 13F-HR SIMPLEX TRADING, LLC 5,167 6,836 32.30 150 187 24.67
2018‑05‑01 13F-HR NEW YORK STATE TEACHERS RETIREMENT SYSTEM 16,267 20,477 25.88 473 563 19.03
2018‑02‑14 13F-HR CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 12,100 351
2018‑05‑15 13F-HR METROPOLITAN LIFE INSURANCE CO/NY 8,778 10,444 18.98 255 287,106 112,490.59
2017‑02‑10 13F-HR BlackRock Japan Co. Ltd 343 7
2018‑05‑11 13F-HR Cutler Group LP Put 0 200 0 0
2018‑05‑14 13F-HR Arizona State Retirement System 39,593 45,393 14.65 1,151 1,248 8.43
2017‑02‑10 13F-HR BlackRock Fund Advisors 610,101 747,215 22.47 11,317 14,220 25.65
2018‑07‑18 13F-HR REAL ESTATE MANAGEMENT SERVICES LLC 136,400 588,039 331.11 3,750 13,643 263.81
2018‑05‑14 13F-HR NORDEA INVESTMENT MANAGEMENT AB 38,100 52,300 37.27 1,108 1,438 29.78
2018‑05‑14 13F-HR BOGLE INVESTMENT MANAGEMENT L P /DE/ 45,876 141,172 207.73 1,334 3,881 190.93
2018‑05‑02 13F-HR Parkside Financial Bank & Trust 12 25 108.33 0 1
2018‑05‑09 13F-HR COLUMBUS CIRCLE INVESTORS 219,907 6,045
2018‑05‑15 13F-HR CREDIT SUISSE AG/ 57,670 63,675 10.41 1,677 1,750 4.35

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