We are live on ! Find out more
PHM icon

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
NAM
301
Nissay Asset Management
Japan
$1.47M +$18.2K +426 +1%
Commonwealth Equity Services
302
Commonwealth Equity Services
Massachusetts
$1.45M -$257K -6,007 -16%
SWM
303
Strategic Wealth Management
Washington
$1.43M +$1.32M +30,867 New
KAS
304
Kestra Advisory Services
Texas
$1.4M +$1.3M +30,461 New
Stifel Financial
305
Stifel Financial
Missouri
$1.39M +$83.9K +1,962 +7%
Group One Trading
306
Group One Trading
Illinois
$1.39M +$527K +12,317 +70%
SFI
307
Susquehanna Fundamental Investments
Pennsylvania
$1.37M +$1.27M +29,591 New
GC
308
Globeflex Capital
California
$1.35M -$420K -9,819 -25%
HIMCH
309
Hartford Investment Management Co (HIMCO)
Connecticut
$1.34M +$26.4K +618 +2%
XSC
310
X-Square Capital
Puerto Rico
$1.33M +$499K +11,668 +68%
WA
311
WESPAC Advisors
California
$1.31M +$608K +14,205 +100%
FHB
312
First Hawaiian Bank
Hawaii
$1.31M -$63.3K -1,480 -5%
OIA
313
Optimum Investment Advisors
Illinois
$1.27M -$10.7K -250 -0.9%
PL
314
Polianta Ltd
Jersey
$1.24M +$1.14M +26,700 New
DTL
315
Dynamic Technology Lab
Singapore
$1.2M -$696K -16,278 -39%
William Blair & Company
316
William Blair & Company
Illinois
$1.18M +$1.09M +25,433 New
SL
317
SIB LLC
New York
$1.17M
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$1.16M +$251K +5,862 +30%
KeyBank National Association
319
KeyBank National Association
Ohio
$1.16M +$43.5K +1,017 +4%
LFAS
320
Level Four Advisory Services
Texas
$1.15M -$27K -631 -2%
COPPSERS
321
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M +$446K +10,435 +72%
SAM
322
Securian Asset Management
Minnesota
$1.15M +$52K +1,215 +5%
SP
323
Symmetry Partners
Connecticut
$1.11M +$483K +11,280 +89%
Walleye Capital
324
Walleye Capital
New York
$1.1M +$95.6K +2,235 +10%
ED
325
Exane Derivatives
France
$1.09M -$1.45M -33,973 -59%

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.