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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
DBIA
351
Dumont & Blake Investment Advisors
New Jersey
$832K +$8.9K +208 +1%
ET
352
Equitable Trust
Tennessee
$827K +$106K +2,466 +16%
CIA
353
CSat Investment Advisory
Michigan
$817K +$670K +15,668 +789%
US Bancorp
354
US Bancorp
Minnesota
$778K +$128 +3 +0%
Mirae Asset Global Investments
355
Mirae Asset Global Investments
South Korea
$770K +$13.4K +314 +2%
VI
356
Versor Investments
New York
$765K +$265K +6,200 +60%
RA
357
Rational Advisors
New York
$763K -$4.07K -95 -0.6%
SSWM
358
Smith Salley Wealth Management
North Carolina
$756K -$1.07K -25 -0.2%
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$747K -$42.8K -1,000 -6%
ICM
360
III Capital Management
Florida
$740K
KRS
361
Kentucky Retirement Systems
Kentucky
$721K +$66.3K +1,550 +11%
ASN
362
Advisory Services Network
Georgia
$719K +$96.6K +2,258 +17%
YMRC
363
Yorktown Management & Research Company
Virginia
$713K
CCA
364
Checchi Capital Advisers
California
$711K -$31.4K -733 -5%
PAS
365
Park Avenue Securities
New York
$703K +$8.73K +204 +1%
MML Investors Services
366
MML Investors Services
Massachusetts
$693K -$18.2K -425 -3%
Daiwa Securities Group
367
Daiwa Securities Group
Japan
$687K +$76.2K +1,780 +14%
CIP
368
Convergence Investment Partners
Florida
$685K +$633K +14,801 New
HIM
369
Hillsdale Investment Management
Ontario, Canada
$676K -$2.57K -60 -0.4%
FIM
370
Freedom Investment Management
Connecticut
$672K -$131K -3,071 -17%
PCM
371
Penserra Capital Management
California
$651K +$252K +5,901 +72%
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$630K +$120K +2,800 +26%
SBIA
373
Sheaff Brock Investment Advisors
Indiana
$630K +$582K +13,611 New
RIM
374
Redpoint Investment Management
Australia
$625K -$1.66M -38,767 -74%
SW
375
SVB Wealth
Massachusetts
$620K +$72.1K +1,685 +14%

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.