Beazer Homes USA
BZH
188 hedge funds and large institutions have $677M invested in Beazer Homes USA in 2026 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 26 closing their positions.
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
56% more call options, than puts
Call options by funds: $29.5M | Put options by funds: $18.9M
36% more capital invested
Capital invested by funds: $496M → $677M (+$181M)
6% more funds holding
Funds holding: 177 → 188 (+11)
0.91% more ownership
Funds ownership: 87.38% → 88.3% (+0.91%)
7% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 61
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boothbay Fund Management
New York
|
+$21.3M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
+$16.8M |
| 3 |
TAL
TIG Advisors LLC
New York
|
+$7.01M |
| 4 |
GL
Governors Lane
New York
|
+$5.14M |
| 5 |
SC
Slotnik Capital
Dallas,
Texas
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lakewood Capital Management
New York
|
-$15M |
| 2 |
First Eagle Investment Management
New York
|
-$13.4M |
| 3 |
Morgan Stanley
New York
|
-$8.28M |
| 4 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
-$7.12M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$5.46M |
BZH Hedge Fund Activity: Q2 2026 in Review
188 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in Beazer Homes USA (BZH) for Q2 2026, worth a combined $677M — up 36% from $496M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new BZH positions and 26 closed out — a net gain of 16 holders — while 57 added to existing stakes and 61 trimmed.
The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $21.3M. The largest seller was Lakewood Capital Management, exiting entirely with an estimated $15M sold.
- 188 institutional investors held Beazer Homes USA (BZH) as of Q2 2026, up from 177 in Q1 2026.
- Funds reported $677M of Beazer Homes USA stock for Q2 2026, up 36% quarter-over-quarter.
- 42 funds opened new Beazer Homes USA positions in Q2 2026 and 26 closed out, a net change of +16 holders.
- The largest Beazer Homes USA buyer in Q2 2026 was Boothbay Fund Management, an estimated $21.3M added.
- The largest Beazer Homes USA seller in Q2 2026 was Lakewood Capital Management, an estimated $15M sold.
Based on aggregated 13F filings for Q2 2026.