Beazer Homes USA
BZH
208 hedge funds and large institutions have $717M invested in Beazer Homes USA in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 21 closing their positions.
67% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 21
6% more funds holding
Funds holding: 197 → 208 (+11)
6% more call options, than puts
Call options by funds: $8.71M | Put options by funds: $8.2M
3% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 69
0.66% more ownership
Funds ownership: 82.98% → 83.63% (+0.66%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
19% less capital invested
Capital invested by funds: $880M → $717M (-$163M)
Top Buyers
| 1 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
+$9.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.29M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$4.83M |
| 4 |
Goldman Sachs
New York
|
+$4.45M |
| 5 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
+$4.44M |
Top Sellers
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$11.3M |
| 2 |
AGC
Angelo Gordon & Co
New York
|
-$6.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.77M |
| 4 |
Morgan Stanley
New York
|
-$4.04M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$3.5M |
BZH Hedge Fund Activity: Q4 2024 in Review
208 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q4 2024, worth a combined $717M — down 19% from $880M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BZH positions and 21 closed out — a net gain of 14 holders — while 71 added to existing stakes and 69 trimmed.
The largest buyer was Mill Road Capital Management, adding an estimated $9.52M. The largest seller was Assenagon Asset Management, cutting an estimated $11.3M.
- 208 institutional investors held Beazer Homes USA (BZH) as of Q4 2024, up from 197 in Q3 2024.
- Funds reported $717M of Beazer Homes USA stock for Q4 2024, down 19% quarter-over-quarter.
- 35 funds opened new Beazer Homes USA positions in Q4 2024 and 21 closed out, a net change of +14 holders.
- The largest Beazer Homes USA buyer in Q4 2024 was Mill Road Capital Management, an estimated $9.52M added.
- The largest Beazer Homes USA seller in Q4 2024 was Assenagon Asset Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2024.