Beazer Homes USA
BZH
185 hedge funds and large institutions have $719M invested in Beazer Homes USA in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 49 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
55% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 49
8% more funds holding
Funds holding: 172 → 185 (+13)
0.74% more ownership
Funds ownership: 82.09% → 82.83% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
15% less capital invested
Capital invested by funds: $849M → $719M (-$130M)
66% less call options, than puts
Call options by funds: $4.18M | Put options by funds: $12.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$16.3M |
| 2 |
NC
Nokomis Capital
Dallas,
Texas
|
+$6.36M |
| 3 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
+$5.52M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$4.22M |
| 5 |
DSC
Donald Smith & Co
New York
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$15M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$7.99M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$7.93M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.81M |
BZH Hedge Fund Activity: Q2 2024 in Review
185 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q2 2024, worth a combined $719M — down 15% from $849M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BZH positions and 19 closed out — a net gain of 14 holders — while 76 added to existing stakes and 49 trimmed.
The largest buyer was State Street, adding an estimated $16.3M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $15M sold.
- 185 institutional investors held Beazer Homes USA (BZH) as of Q2 2024, up from 172 in Q1 2024.
- Funds reported $719M of Beazer Homes USA stock for Q2 2024, down 15% quarter-over-quarter.
- 33 funds opened new Beazer Homes USA positions in Q2 2024 and 19 closed out, a net change of +14 holders.
- The largest Beazer Homes USA buyer in Q2 2024 was State Street, an estimated $16.3M added.
- The largest Beazer Homes USA seller in Q2 2024 was Driehaus Capital Management, an estimated $15M sold.
Based on aggregated 13F filings for Q2 2024.