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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
LOIM
351
Liberty One Investment Management
Illinois
$1.08M +$36.2K +647 +3%
BCV
352
Banque Cantonale Vaudoise
Switzerland
$1.06M
DADC
353
D.A. Davidson & Co
Montana
$1.06M +$7.77K +139 +0.7%
KLC
354
Knowledge Leaders Capital
Colorado
$1.05M
PA
355
Pinnacle Associates
New York
$1.05M -$75.3K -1,346 -7%
MYIA
356
Mount Yale Investment Advisors
Colorado
$1.04M -$11.5K -205 -1%
PAS
357
Park Avenue Securities
New York
$1.04M +$66.9K +1,196 +7%
EMPI
358
Elo Mutual Pension Insurance
Finland
$1.04M -$17.4K -311 -2%
GAM
359
Gotham Asset Management
New York
$1.02M -$2.29M -41,035 -69%
Creative Planning
360
Creative Planning
Kansas
$1.02M -$1.04M -18,573 -50%
SLAM
361
Swiss Life Asset Management
$1M +$559K +10,005 +160%
CWM
362
CIBC World Markets
New York
$1M -$390K -6,981 -28%
FAM
363
Fulcrum Asset Management
United Kingdom
$991K
S
364
Seeyond
France
$986K -$21K -376 -2%
DBIA
365
Dumont & Blake Investment Advisors
New Jersey
$986K +$8.95K +160 +0.9%
Acadian Asset Management
366
Acadian Asset Management
Massachusetts
$975K +$372K +6,655 +59%
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$968K +$89.5K +1,600 +10%
XT
368
XTX Topco
Cayman Islands
$959K +$982K +17,572 New
SMDAM
369
Sumitomo Mitsui DS Asset Management
Japan
$941K -$17.6K -314 -2%
SW
370
SVB Wealth
Massachusetts
$936K +$291K +5,208 +44%
KAS
371
Kestra Advisory Services
Texas
$932K +$260K +4,654 +37%
KCM
372
Kennedy Capital Management
Missouri
$928K +$30.8K +550 +3%
CG
373
Cutler Group
California
$925K -$281K -5,024 -23%
CL
374
CSS LLC
Illinois
$925K -$183K -3,272 -16%
CSM
375
CAMG Solamere Management
North Carolina
$918K -$6.93K -124 -0.7%

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.