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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
AC
301
Avestar Capital
New York
$1.62M +$997K +17,829 +152%
LFAS
302
Level Four Advisory Services
Texas
$1.61M +$102K +1,824 +7%
JMPWA
303
JP Morgan Private Wealth Advisors
California
$1.6M +$200K +3,581 +14%
OAM
304
Optimal Asset Management
California
$1.58M
Group One Trading
305
Group One Trading
Illinois
$1.56M -$3.51M -62,743 -69%
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$1.54M -$83.1K -1,487 -5%
NAM
307
Nissay Asset Management
Japan
$1.52M -$108K -1,924 -6%
AA
308
ALPS Advisors
Colorado
$1.5M -$52.5K -939 -3%
SP
309
Symmetry Partners
Connecticut
$1.48M +$37.1K +663 +2%
UH
310
Unigestion Holding
Switzerland
$1.48M
UIM
311
USS Investment Management
United Kingdom
$1.45M
WC
312
Wexford Capital
Florida
$1.45M +$1.49M +26,581 New
DIA
313
Dean Investment Associates
Ohio
$1.45M -$13.8K -246 -0.9%
OIA
314
Optimum Investment Advisors
Illinois
$1.44M -$62.7K -1,122 -4%
VHMC
315
Value Holdings Management Company
New York
$1.42M
FHB
316
First Hawaiian Bank
Hawaii
$1.38M -$76.1K -1,362 -5%
SL
317
SIB LLC
New York
$1.38M
GCMG
318
Gyroscope Capital Management Group
Florida
$1.35M -$11.5K -205 -0.8%
LS
319
Livforsakringsbolaget Skandia
Sweden
$1.33M +$157K +2,800 +13%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$1.32M -$1.39M -24,922 -51%
ICM
321
III Capital Management
Florida
$1.31M -$112K -2,000 -8%
RA
322
Rational Advisors
New York
$1.29M +$79.7K +1,425 +6%
VanEck Associates
323
VanEck Associates
New York
$1.27M +$258K +4,616 +25%
FCM
324
FJ Capital Management
Virginia
$1.27M +$1.29M +23,000 New
RIM
325
Redwood Investment Management
Arizona
$1.25M +$358K +6,412 +39%

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.