Beazer Homes USA
BZH
197 hedge funds and large institutions have $880M invested in Beazer Homes USA in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 24 closing their positions.
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
22% more capital invested
Capital invested by funds: $719M → $880M (+$161M)
6% more funds holding
Funds holding: 185 → 197 (+12)
10% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 62
0.15% more ownership
Funds ownership: 82.83% → 82.98% (+0.15%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
48% less call options, than puts
Call options by funds: $12.6M | Put options by funds: $24.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$13.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$6.08M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$5.79M |
| 4 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
+$5.34M |
| 5 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brightline Capital Management
Miami,
Florida
|
-$11.9M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$10M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$6.81M |
| 5 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
-$6.8M |
BZH Hedge Fund Activity: Q3 2024 in Review
197 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q3 2024, worth a combined $880M — up 22% from $719M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BZH positions and 24 closed out — a net gain of 12 holders — while 68 added to existing stakes and 62 trimmed.
The largest buyer was Boston Partners, adding an estimated $13.5M. The largest seller was Brightline Capital Management, cutting an estimated $11.9M.
- 197 institutional investors held Beazer Homes USA (BZH) as of Q3 2024, up from 185 in Q2 2024.
- Funds reported $880M of Beazer Homes USA stock for Q3 2024, up 22% quarter-over-quarter.
- 36 funds opened new Beazer Homes USA positions in Q3 2024 and 24 closed out, a net change of +12 holders.
- The largest Beazer Homes USA buyer in Q3 2024 was Boston Partners, an estimated $13.5M added.
- The largest Beazer Homes USA seller in Q3 2024 was Brightline Capital Management, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2024.