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Beazer Homes USA

176 hedge funds and large institutions have $496M invested in Beazer Homes USA in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $15.3M

1.71% more ownership

Funds ownership: 85.61%87.31% (+1.7%)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $512M → $496M (-$16.5M)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

3% less funds holding

Funds holding: 181176 (-5)

Holders
176
Holders Change
-5
Holders Change %
-2.76%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
61
Reduced
60
Closed
29
Calls
$21.5M
Puts
$15.3M
Net Calls
+$6.25M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1
Donald Smith & Co
New York
$57.5M -$652K -28,226 -0.9%
BlackRock
2
BlackRock
New York
$55.5M -$2.32M -100,390 -3%
Capital World Investors
3
Capital World Investors
California
$31.9M
VCM
4
Vanguard Capital Management
Pennsylvania
$23.7M +$28.5M +1,232,949 New
State Street
5
State Street
Massachusetts
$23.3M +$2.25M +97,382 +9%
WANY
6
Wealthspire Advisors (New York)
New York
$21.5M +$25.8M +1,117,138 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$19.2M +$1.18M +51,284 +5%
MRCM
8
Mill Road Capital Management
Connecticut
$16.1M +$82.3K +3,561 +0.4%
LCM
9
Lakewood Capital Management
New York
$15M +$1.77M +76,500 +11%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$13.4M -$156K -6,766 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.9M +$452K +19,580 +3%
Charles Schwab
12
Charles Schwab
California
$12.6M -$546K -23,625 -3%
NC
13
Nokomis Capital
Texas
$11.6M -$594K -25,717 -4%
Morgan Stanley
14
Morgan Stanley
New York
$10.3M -$1.74M -75,357 -12%
WAM
15
Winslow Asset Management
Ohio
$9.28M -$260K -11,240 -2%
SAM
16
Storebrand Asset Management
Norway
$7.48M +$2.61M +112,875 +41%
Goldman Sachs
17
Goldman Sachs
New York
$6.45M +$920K +39,810 +13%
LSV Asset Management
18
LSV Asset Management
Illinois
$6.34M -$50.8K -2,200 -0.7%
Ameriprise
19
Ameriprise
Minnesota
$5.99M +$54.7K +2,368 +0.8%
OBC
20
Oakum Bay Capital
Connecticut
$5.98M +$1.08M +46,743 +18%
American Century Companies
21
American Century Companies
Missouri
$5.95M +$3.8M +164,549 +114%
VPM
22
Vanguard Portfolio Management
Pennsylvania
$5.83M +$7M +303,039 New
Northern Trust
23
Northern Trust
Illinois
$4.79M -$34.1K -1,478 -0.6%
BCM
24
Bridgeway Capital Management
Texas
$4.21M +$4.5M +194,822 +817%
PCM
25
Peregrine Capital Management
Minnesota
$3.98M -$461K -19,975 -9%

BZH Hedge Fund Activity: Q1 2026 in Review

176 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q1 2026, worth a combined $496M — down 3.2% from $512M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BZH and 28 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 61 added.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $25.8M. The largest seller was UBS Group, cutting an estimated $7.97M.

  • 176 institutional investors held Beazer Homes USA (BZH) as of Q1 2026, down from 181 in Q4 2025.
  • Funds reported $496M of Beazer Homes USA stock for Q1 2026, down 3.2% quarter-over-quarter.
  • 28 funds opened new Beazer Homes USA positions in Q1 2026 and 29 closed out, a net change of -1 holder.
  • The largest Beazer Homes USA buyer in Q1 2026 was Wealthspire Advisors (New York), an estimated $25.8M added.
  • The largest Beazer Homes USA seller in Q1 2026 was UBS Group, an estimated $7.97M sold.

Based on aggregated 13F filings for Q1 2026.