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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
BS
376
Banco Santander
Spain
$609K +$563K +13,161 New
MWM
377
MorganRosel Wealth Management
Colorado
$583K +$539K +12,598 New
SC
378
SRB Corp
Massachusetts
$580K -$140K -3,277 -21%
SC
379
Scotia Capital
Ontario, Canada
$571K +$2.44K +57 +0.5%
RE
380
RBC Europe
United Kingdom
$565K
FAM
381
Fulcrum Asset Management
United Kingdom
$559K
Bank Julius Baer & Co
382
Bank Julius Baer & Co
Switzerland
$556K -$2.56M -59,942 -83%
M&T Bank
383
M&T Bank
New York
$555K -$18.8K -439 -4%
DRZID
384
DePrince Race & Zollo Inc (DRZ)
Florida
$538K +$497K +11,620 New
DA
385
Denali Advisors
California
$537K
OAM
386
Origin Asset Management
United Kingdom
$537K +$496K +11,600 New
LWM
387
Liberty Wealth Management
California
$526K +$1.71K +40 +0.4%
Baird Financial Group
388
Baird Financial Group
Wisconsin
$525K +$128 +3 +0%
HI
389
Horizon Investments
North Carolina
$523K +$484K +11,306 New
AII
390
AGF Investments Inc
Ontario, Canada
$512K +$102K +2,376 +27%
TFS
391
TrustCore Financial Services
Tennessee
$512K +$152K +3,560 +47%
MYLI
392
Meiji Yasuda Life Insurance
Japan
$511K +$473K +11,048 New
PP
393
PDT Partners
New York
$509K +$181K +4,237 +63%
IFWM
394
Institute for Wealth Management
Colorado
$506K +$599 +14 +0.1%
HA
395
H2O AM
United Kingdom
$505K -$24.6K -575 -5%
JIC
396
Johnson Investment Counsel
Ohio
$498K -$9.5K -222 -2%
RJT
397
Raymond James Trust
Florida
$491K -$19.6K -457 -4%
WAM
398
World Asset Management
Michigan
$484K -$20.4K -476 -4%
HW
399
Hancock Whitney
Mississippi
$478K -$2.01M -46,901 -82%
LIA
400
LS Investment Advisors
Michigan
$473K -$34.3K -802 -7%

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.