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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
NMIMC
401
Northwestern Mutual Investment Management Company
Wisconsin
$471K
QI
402
Qtron Investments
Massachusetts
$465K
AP
403
Advisor Partners
California
$464K +$17.7K +413 +4%
OMC
404
Overbrook Management Corp
New York
$463K -$1.87M -43,800 -81%
B
405
Barings
North Carolina
$463K -$261K -6,112 -38%
NSEDCP
406
NJ State Employees Deferred Compensation Plan
New Jersey
$463K
SIC
407
Salem Investment Counselors
North Carolina
$463K
ACA
408
Atlas Capital Advisors
Wyoming
$460K -$21.3K -497 -5%
CCIA
409
Campbell & Co Investment Adviser
Maryland
$445K -$424K -9,899 -51%
PFG
410
PAX Financial Group
Texas
$442K +$1.07K +25 +0.3%
WEC
411
Winslow Evans & Crocker
Massachusetts
$439K
TFA
412
Toth Financial Advisory
Virginia
$432K +$399K +9,325 New
BFS
413
Bradley Foster & Sargent
Connecticut
$424K +$392K +9,170 New
QCM
414
Quantinno Capital Management
New York
$419K
OA
415
Oak Associates
Ohio
$408K
CAG
416
Csenge Advisory Group
Florida
$407K +$33.2K +776 +10%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$406K -$5.39K -126 -1%
IRF
418
IBM Retirement Fund
New York
$402K +$104K +2,441 +39%
TAM
419
Tocqueville Asset Management
New York
$400K -$43.7K -1,021 -11%
PP
420
Prudential plc
United Kingdom
$395K +$365K +8,541 New
FFG
421
Fortem Financial Group
California
$392K +$2.57K +60 +0.7%
CI
422
Cigna Investments
Connecticut
$381K -$3.38K -79 -1%
TC
423
Telemus Capital
Michigan
$377K
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$371K -$1.54K -36 -0.4%
CBTWT
425
Community Bank & Trust (Waco, Texas)
Texas
$369K -$12.8K -300 -4%

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.