We are live on ! Find out more
PHM icon

Pultegroup

678 hedge funds and large institutions have $12.5B invested in Pultegroup in 2021 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 252 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $222M | Put options by funds: $133M

4% more capital invested

Capital invested by funds: $12B → $12.5B (+$470M)

0.31% more ownership

Funds ownership: 86.51%86.81% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 682678 (-4)

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

4% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 252

Holders
678
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
11.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
69
Increased
242
Reduced
252
Closed
70
Calls
$222M
Puts
$133M
Net Calls
+$88.9M
Net Calls Change
+$76.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
226
Bank Julius Baer & Co
Switzerland
$3.74M +$3.18M +56,929 +490%
FAF
227
Första AP-fonden
Sweden
$3.43M +$252K +4,500 +8%
Stifel Financial
228
Stifel Financial
Missouri
$3.4M +$758K +13,560 +28%
Osaic Holdings
229
Osaic Holdings
Arizona
$3.38M -$541K -9,678 -14%
MIM
230
MetLife Investment Management
New Jersey
$3.35M -$114K -2,045 -3%
HAI
231
Hennessy Advisors Inc
California
$3.33M +$61.5K +1,100 +2%
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.22M -$3.35K -60 -0.1%
BPM
233
Bowling Portfolio Management
Ohio
$3.22M -$164K -2,927 -5%
GIBU
234
Gulf International Bank (UK)
United Kingdom
$3.19M +$4.53K +81 +0.1%
X
235
Xponance
Pennsylvania
$3.17M -$2.12M -37,977 -40%
1832 Asset Management
236
1832 Asset Management
Ontario, Canada
$3.13M -$948K -16,960 -23%
SCM
237
Seascape Capital Management
New Hampshire
$3.12M -$220K -3,938 -6%
RWA
238
River Wealth Advisors
Pennsylvania
$3.12M -$70.5K -1,261 -2%
DCM
239
Dupont Capital Management
Delaware
$3.1M +$143K +2,565 +5%
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$3.04M -$3.71M -66,440 -54%
LPL Financial
241
LPL Financial
California
$3.03M -$1.46M -26,109 -32%
Nomura Asset Management
242
Nomura Asset Management
Japan
$2.94M +$244K +4,357 +9%
LBC
243
Lowe Brockenbrough & Co
Virginia
$2.93M
IPW
244
Inlet Private Wealth
Florida
$2.92M +$84.3K +1,507 +3%
ProShare Advisors
245
ProShare Advisors
Maryland
$2.83M -$572K -10,225 -16%
CSS
246
Cubist Systematic Strategies
Connecticut
$2.75M -$289K -5,172 -9%
RC
247
RBF Capital
California
$2.73M
URS
248
Utah Retirement Systems
Utah
$2.72M -$78.3K -1,400 -3%
PAMG
249
Patton Albertson Miller Group
Tennessee
$2.69M +$2.75M +49,249 New
BCIM
250
British Columbia Investment Management
British Columbia, Canada
$2.68M +$290K +5,180 +12%

PHM Hedge Fund Activity: Q2 2021 in Review

678 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2021, worth a combined $12.5B — up 3.9% from $12B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of PHM and 69 opened new positions — a net loss of 1 holder — while 252 trimmed existing stakes and 242 added.

The largest buyer was Fidelity Investments, adding an estimated $116M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $85.9M sold.

  • 678 institutional investors held Pultegroup (PHM) as of Q2 2021, down from 682 in Q1 2021.
  • Funds reported $12.5B of Pultegroup stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 69 funds opened new Pultegroup positions in Q2 2021 and 70 closed out, a net change of -1 holder.
  • The largest Pultegroup buyer in Q2 2021 was Fidelity Investments, an estimated $116M added.
  • The largest Pultegroup seller in Q2 2021 was Balyasny Asset Management, an estimated $85.9M sold.

Based on aggregated 13F filings for Q2 2021.