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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
KC
251
Kingfisher Capital
North Carolina
$2.68M +$78.6K +1,405 +3%
WA
252
Wasatch Advisors
Utah
$2.67M -$615K -11,000 -18%
IA
253
Icon Advisers
Colorado
$2.56M
OC
254
Oppenheimer & Co
New York
$2.5M +$42K +752 +2%
NIPH
255
NN Investment Partners Holdings
Netherlands
$2.48M -$710K -12,696 -22%
HT
256
HAP Trading
New York
$2.48M +$204K +3,653 +9%
APF
257
Alaska Permanent Fund
Alaska
$2.45M -$280K -5,000 -10%
AWCI
258
Alpine Woods Capital Investors
New York
$2.4M
VIA
259
Vident Investment Advisory
Georgia
$2.4M +$89.3K +1,597 +4%
TPSF
260
Texas Permanent School Fund
Texas
$2.4M -$25.9K -463 -1%
Simplex Trading
261
Simplex Trading
Illinois
$2.4M +$305K +5,461 +14%
AAMU
262
AEGON Asset Management (UK)
United Kingdom
$2.38M -$682K -12,194 -22%
MC
263
Maverick Capital
Texas
$2.36M -$701K -12,546 -22%
Wellington Management Group
264
Wellington Management Group
Massachusetts
$2.35M -$928K -16,593 -28%
Commonwealth Equity Services
265
Commonwealth Equity Services
Massachusetts
$2.33M +$396K +7,085 +20%
Wolverine Trading
266
Wolverine Trading
Illinois
$2.32M +$1.93M +34,496 +476%
HCM
267
Hudson Capital Management
New Jersey
$2.31M -$334K -5,976 -12%
MSL
268
Mackay Shields LLC
New York
$2.3M -$6.22M -111,290 -73%
Public Sector Pension Investment Board (PSP Investments)
269
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.26M -$6.92M -123,690 -75%
MFIMFI
270
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.26M +$351K +6,280 +18%
MAM
271
Myriad Asset Management
Hong Kong
$2.25M +$2.31M +41,325 New
AIA
272
Affinity Investment Advisors
California
$2.24M -$1.07M -19,101 -32%
SOADOR
273
State of Alaska Department of Revenue
Alaska
$2.24M -$29.7K -531 -1%
MCM
274
Monument Capital Management
Virginia
$2.22M -$99.7K -1,784 -4%
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$2.2M -$568K -10,158 -20%

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.