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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
ASN
376
Advisory Services Network
Georgia
$916K +$42.7K +764 +5%
NAM
377
NorthCoast Asset Management
Connecticut
$911K +$679K +12,138 +267%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$900K
TFS
379
TrustCore Financial Services
Tennessee
$841K +$40.2K +719 +5%
KRS
380
Kentucky Retirement Systems
Kentucky
$840K -$20.2K -362 -2%
CCA
381
Checchi Capital Advisers
California
$840K
TNBTD
382
Trustmark National Bank Trust Department
Mississippi
$827K -$232K -4,150 -21%
SIC
383
Samalin Investment Counsel
New York
$812K -$23.6K -422 -3%
Daiwa Securities Group
384
Daiwa Securities Group
Japan
$808K +$55.5K +992 +7%
WHG
385
Westwood Holdings Group
Texas
$800K -$17M -303,211 -95%
IAN
386
Integrated Advisors Network
Texas
$791K +$45.8K +819 +6%
VPIM
387
Vanguard Personalized Indexing Management
California
$782K +$328K +5,858 +69%
ACM
388
AlphaCrest Capital Management
New York
$756K -$867K -15,509 -53%
GIM
389
Greylin Investment Management
Virginia
$754K
FC
390
FORA Capital
Florida
$753K +$771K +13,797 New
RIM
391
Redpoint Investment Management
Australia
$737K
SC
392
Scotia Capital
Ontario, Canada
$723K +$86K +1,539 +13%
AWM
393
Apollon Wealth Management
South Carolina
$710K -$126K -2,245 -15%
TAM
394
Tocqueville Asset Management
New York
$710K +$249K +4,453 +52%
MAM
395
Meeder Asset Management
Ohio
$709K -$3.32M -59,431 -82%
DRZID
396
DePrince Race & Zollo Inc (DRZ)
Florida
$707K -$368K -6,590 -34%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$701K +$6.26K +112 +0.9%
CCP
398
Corient Capital Partners
California
$699K -$48.3K -863 -6%
BCI
399
Brinker Capital Investments
Pennsylvania
$680K +$50.4K +902 +8%
LMAM
400
Legg Mason Asset Management
Japan
$677K +$116K +2,081 +20%

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.