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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
MFIMFI
276
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.78M +$135K +3,155 +9%
CGH
277
Crossmark Global Holdings
Texas
$1.77M -$105K -2,460 -6%
MSA
278
Mason Street Advisors
Wisconsin
$1.74M +$1.61M +37,666 New
Wealthfront Advisers
279
Wealthfront Advisers
California
$1.73M -$33.6K -785 -2%
OTPPB
280
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.72M -$250K -5,850 -14%
AB
281
Amalgamated Bank
New York
$1.69M -$856 -20 -0.1%
TPCM
282
Three Peaks Capital Management
Colorado
$1.69M -$87.8K -2,051 -5%
SCM
283
Shelton Capital Management
Colorado
$1.68M +$1.55M +36,217 New
PP
284
Paloma Partners
Connecticut
$1.66M -$1.37M -32,115 -47%
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$1.66M -$249K -5,823 -14%
MLICM
286
Metropolitan Life Insurance Company (MetLife)
New York
$1.66M +$12.9K +302 +0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
287
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.62M +$21.4K +500 +1%
WC
288
Wexford Capital
Florida
$1.62M -$664K -15,530 -31%
CIP
289
Chartwell Investment Partners
Pennsylvania
$1.61M -$116K -2,713 -7%
MOACM
290
Mutual of America Capital Management
New York
$1.61M +$1.2K +28 +0.1%
OC
291
Oppenheimer & Co
New York
$1.6M +$1.48M +34,555 New
IA
292
Icon Advisers
Colorado
$1.6M +$1.48M +34,500 New
AA
293
ALPS Advisors
Colorado
$1.58M +$631K +14,750 +76%
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$1.56M +$156K +3,641 +12%
AAS
295
Annex Advisory Services
Wisconsin
$1.55M +$1.43M +33,534 New
Kovitz Investment Group Partners
296
Kovitz Investment Group Partners
Illinois
$1.54M -$855K -19,974 -38%
PI
297
PEAK6 Investments
Illinois
$1.53M -$3.6M -84,172 -72%
Public Sector Pension Investment Board (PSP Investments)
298
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M +$347K +8,100 +33%
CWM
299
CIBC World Markets
New York
$1.5M +$323K +7,542 +30%
PRC
300
Pearl River Capital
Michigan
$1.49M +$69.9K +1,633 +5%

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.