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Beazer Homes USA

188 hedge funds and large institutions have $933M invested in Beazer Homes USA in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more capital invested

Capital invested by funds: $657M → $933M (+$275M)

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

3.5% more ownership

Funds ownership: 84.05%87.55% (+3.5%)

3% more funds holding

Funds holding: 183188 (+5)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

35% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $20.3M

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
37
Increased
55
Reduced
75
Closed
32
Calls
$13.2M
Puts
$20.3M
Net Calls
-$7.14M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
126
Cornerstone Investment Partners
Georgia
$333K
DCM
127
DGS Capital Management
New Jersey
$319K +$6.67K +244 +3%
TRCT
128
Tower Research Capital (TRC)
New York
$318K +$249K +9,120 +3,189%
BCM
129
Bayesian Capital Management
New York
$297K +$241K +8,800 New
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$284K
XT
131
XTX Topco
Cayman Islands
$275K +$223K +8,139 New
WA
132
Wealth Architects
California
$273K
RJA
133
Raymond James & Associates
Florida
$270K +$218K +7,977 New
ASRS
134
Arizona State Retirement System
Arizona
$266K -$4.05K -148 -2%
VA
135
Vident Advisory
Georgia
$250K +$202K +7,397 New
WG
136
Winton Group
United Kingdom
$247K -$217K -7,941 -52%
Walleye Capital
137
Walleye Capital
New York
$241K -$2.81M -102,695 -93%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$237K -$7.66K -280 -4%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$234K +$76.9K +2,812 +68%
HCA
140
Harbor Capital Advisors
Illinois
$232K +$40.9K +1,494 +28%
Capstone Investment Advisors
141
Capstone Investment Advisors
New York
$221K +$179K +6,538 New
EDRIA
142
Edmonds Duncan Registered Investment Advisors
Kansas
$217K +$176K +6,432 New
Mariner
143
Mariner
Kansas
$209K +$169K +6,196 New
BAM
144
Belpointe Asset Management
Nevada
$207K +$168K +6,136 New
DekaBank Deutsche Girozentrale
145
DekaBank Deutsche Girozentrale
Germany
$203K -$75.3K -2,755 -31%
AIM
146
Aigen Investment Management
New York
$201K +$162K +5,936 New
Creative Planning
147
Creative Planning
Kansas
$200K +$162K +5,919 New
Group One Trading
148
Group One Trading
Illinois
$185K +$150K +5,483 New
SOW
149
State of Wyoming
Wyoming
$152K -$104K -3,790 -46%
PAM
150
Paradigm Asset Management
New York
$124K

BZH Hedge Fund Activity: Q4 2023 in Review

188 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q4 2023, worth a combined $933M — up 42% from $657M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BZH positions and 32 closed out — a net gain of 5 holders — while 55 added to existing stakes and 75 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $26.2M. The largest seller was Marshall Wace, cutting an estimated $14.2M.

  • 188 institutional investors held Beazer Homes USA (BZH) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $933M of Beazer Homes USA stock for Q4 2023, up 42% quarter-over-quarter.
  • 37 funds opened new Beazer Homes USA positions in Q4 2023 and 32 closed out, a net change of +5 holders.
  • The largest Beazer Homes USA buyer in Q4 2023 was Donald Smith & Co, an estimated $26.2M added.
  • The largest Beazer Homes USA seller in Q4 2023 was Marshall Wace, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2023.