Beazer Homes USA
BZH
133 hedge funds and large institutions have $314M invested in Beazer Homes USA in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 22 closing their positions.
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
30% more capital invested
Capital invested by funds: $240M → $314M (+$73.1M)
5% more funds holding
Funds holding: 127 → 133 (+6)
0.4% less ownership
Funds ownership: 76.94% → 76.54% (-0.4%)
24% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 49
72% less call options, than puts
Call options by funds: $6.04M | Put options by funds: $21.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
+$15.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$5.51M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.39M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$1.96M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGC
Angelo Gordon & Co
New York
|
-$11.7M |
| 2 |
DSC
Donald Smith & Co
New York
|
-$6.92M |
| 3 |
Renaissance Technologies
New York
|
-$1.95M |
| 4 |
RA
Royce & Associates
New York
|
-$1.67M |
| 5 |
Morgan Stanley
New York
|
-$1.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
AssetMark Inc
Concord,
California
| – | -$1K | -145 | Closed |
|
|
HIA
152
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1K | -56 | Closed |
|
BZH Hedge Fund Activity: Q3 2020 in Review
133 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q3 2020, worth a combined $314M — up 30% from $240M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BZH positions and 22 closed out — a net gain of 7 holders — while 37 added to existing stakes and 49 trimmed.
The largest buyer was Towle & Co, opening a new position worth an estimated $15.8M. The largest seller was Angelo Gordon & Co, exiting entirely with an estimated $11.7M sold.
- 133 institutional investors held Beazer Homes USA (BZH) as of Q3 2020, up from 127 in Q2 2020.
- Funds reported $314M of Beazer Homes USA stock for Q3 2020, up 30% quarter-over-quarter.
- 29 funds opened new Beazer Homes USA positions in Q3 2020 and 22 closed out, a net change of +7 holders.
- The largest Beazer Homes USA buyer in Q3 2020 was Towle & Co, an estimated $15.8M added.
- The largest Beazer Homes USA seller in Q3 2020 was Angelo Gordon & Co, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2020.