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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
PA
326
Pinnacle Associates
New York
$1.08M -$207K -4,845 -17%
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$1.07M +$32.5K +759 +3%
B
328
BP
United Kingdom
$1.07M -$81.3K -1,900 -8%
VHMC
329
Value Holdings Management Company
New York
$1.06M
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$1.06M -$1.17M -27,401 -54%
II
331
IFM Investors
Australia
$1.06M +$128K +2,990 +15%
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
$1.06M +$977K +22,830 New
NB
333
Norinchukin Bank
Japan
$1.04M +$69.4K +1,622 +8%
WHG
334
Westwood Holdings Group
Texas
$1.03M -$381K -8,898 -29%
SF
335
Synovus Financial
Georgia
$996K +$18.2K +425 +2%
TCM
336
Teza Capital Management
Illinois
$989K +$914K +21,358 New
Creative Planning
337
Creative Planning
Kansas
$985K +$266K +6,223 +41%
CCG
338
Cypress Capital Group
Florida
$971K -$28.2K -658 -3%
Verition Fund Management
339
Verition Fund Management
Connecticut
$969K -$249K -5,810 -22%
PWS
340
Peloton Wealth Strategists
Indiana
$964K -$1.54M -35,885 -63%
HighTower Advisors
341
HighTower Advisors
Illinois
$958K +$84.6K +1,978 +11%
AL
342
Arnhold LLC
New York
$901K
KLC
343
Knowledge Leaders Capital
Colorado
$886K +$819K +19,135 New
LOIM
344
Liberty One Investment Management
Illinois
$884K -$72.2K -1,687 -8%
LS
345
Livforsakringsbolaget Skandia
Sweden
$868K
CCP
346
Corient Capital Partners
California
$853K -$152K -3,555 -16%
SMDAM
347
Sumitomo Mitsui DS Asset Management
Japan
$853K -$471 -11 -0.1%
S
348
Seeyond
France
$851K +$178K +4,158 +29%
CB
349
Commerce Bank
Missouri
$850K +$220K +5,149 +39%
DADC
350
D.A. Davidson & Co
Montana
$838K -$71.7K -1,677 -8%

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.