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Pultegroup

620 hedge funds and large institutions have $10.7B invested in Pultegroup in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 229 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 51

34% more capital invested

Capital invested by funds: $7.95B → $10.7B (+$2.74B)

7% more funds holding

Funds holding: 578620 (+42)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.46% less ownership

Funds ownership: 87.21%86.74% (-0.46%)

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 229

34% less call options, than puts

Call options by funds: $57.8M | Put options by funds: $87.2M

Holders
620
Holders Change
+42
Holders Change %
+7.27%
% of All Funds
12.51%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
98
Increased
211
Reduced
229
Closed
51
Calls
$57.8M
Puts
$87.2M
Net Calls
-$29.4M
Net Calls Change
-$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
226
Gulf International Bank (UK)
United Kingdom
$3.03M
VRS
227
Virginia Retirement Systems
Virginia
$3.01M -$4.26M -99,500 -60%
EF
228
Empowered Funds
Pennsylvania
$2.95M -$430K -10,046 -14%
Handelsbanken Fonder
229
Handelsbanken Fonder
Sweden
$2.93M
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$2.88M -$158K -3,702 -6%
AIA
231
Affinity Investment Advisors
California
$2.88M +$68.6K +1,604 +3%
ERSOT
232
Employees Retirement System of Texas
Texas
$2.82M -$385K -9,000 -13%
SCM
233
Seascape Capital Management
New Hampshire
$2.82M -$44.1K -1,030 -2%
RWA
234
River Wealth Advisors
Pennsylvania
$2.76M -$191K -4,453 -7%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$2.75M +$16.2K +379 +0.6%
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.71M -$624K -14,585 -20%
ProShare Advisors
237
ProShare Advisors
Maryland
$2.7M +$1.35M +31,597 +118%
AAMU
238
AEGON Asset Management (UK)
United Kingdom
$2.69M -$320K -7,480 -11%
SLAM
239
Swiss Life Asset Management
$2.69M +$74.6K +1,744 +3%
CC
240
Centiva Capital
New York
$2.68M +$148K +3,467 +6%
Holocene Advisors
241
Holocene Advisors
New York
$2.64M +$584K +13,650 +32%
WA
242
Wasatch Advisors
Utah
$2.59M -$817K -19,100 -25%
HCM
243
Hudson Capital Management
New Jersey
$2.5M -$306K -7,142 -12%
LBC
244
Lowe Brockenbrough & Co
Virginia
$2.49M
HAI
245
Hennessy Advisors Inc
California
$2.48M -$29.9K -700 -1%
BNP Paribas Asset Management
246
BNP Paribas Asset Management
France
$2.46M +$746K +17,447 +49%
Neuberger Berman Group
247
Neuberger Berman Group
New York
$2.42M -$19.9M -465,800 -90%
URS
248
Utah Retirement Systems
Utah
$2.37M +$12.8K +300 +0.6%
OAM
249
Optimal Asset Management
California
$2.33M -$420K -9,812 -16%
RC
250
RBF Capital
California
$2.31M

PHM Hedge Fund Activity: Q3 2020 in Review

620 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2020, worth a combined $10.7B — up 34% from $7.95B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PHM positions and 51 closed out — a net gain of 47 holders — while 211 added to existing stakes and 229 trimmed.

The largest buyer was Man Group, adding an estimated $68.2M. The largest seller was Greenhaven Associates, cutting an estimated $137M.

  • 620 institutional investors held Pultegroup (PHM) as of Q3 2020, up from 578 in Q2 2020.
  • Funds reported $10.7B of Pultegroup stock for Q3 2020, up 34% quarter-over-quarter.
  • 98 funds opened new Pultegroup positions in Q3 2020 and 51 closed out, a net change of +47 holders.
  • The largest Pultegroup buyer in Q3 2020 was Man Group, an estimated $68.2M added.
  • The largest Pultegroup seller in Q3 2020 was Greenhaven Associates, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2020.