Beazer Homes USA
BZH
196 hedge funds and large institutions have $542M invested in Beazer Homes USA in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 55 reducing their positions, and 43 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 55
26% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $8.39M
1.67% more ownership
Funds ownership: 83.63% → 85.31% (+1.7%)
6% less funds holding
Funds holding: 208 → 196 (-12)
24% less capital invested
Capital invested by funds: $717M → $542M (-$174M)
26% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 43
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.65M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.2M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$4.88M |
| 4 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
+$3.61M |
| 5 |
RC
RBF Capital
San Francisco,
California
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$6.36M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.05M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$4.15M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.93M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$2.88M |
BZH Hedge Fund Activity: Q1 2025 in Review
196 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q1 2025, worth a combined $542M — down 24% from $717M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of BZH and 32 opened new positions — a net loss of 11 holders — while 55 trimmed existing stakes and 76 added.
The largest buyer was Ameriprise, adding an estimated $6.65M. The largest seller was Bridgeway Capital Management, cutting an estimated $6.36M.
- 196 institutional investors held Beazer Homes USA (BZH) as of Q1 2025, down from 208 in Q4 2024.
- Funds reported $542M of Beazer Homes USA stock for Q1 2025, down 24% quarter-over-quarter.
- 32 funds opened new Beazer Homes USA positions in Q1 2025 and 43 closed out, a net change of -11 holders.
- The largest Beazer Homes USA buyer in Q1 2025 was Ameriprise, an estimated $6.65M added.
- The largest Beazer Homes USA seller in Q1 2025 was Bridgeway Capital Management, an estimated $6.36M sold.
Based on aggregated 13F filings for Q1 2025.