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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
SBIA
401
Sheaff Brock Investment Advisors
Indiana
$676K
RE
402
RBC Europe
United Kingdom
$666K
RJT
403
Raymond James Trust
Florida
$655K -$17.5K -313 -3%
NMIMC
404
Northwestern Mutual Investment Management Company
Wisconsin
$655K -$2.46K -44 -0.4%
WMSA
405
Weiss Multi-Strategy Advisers
New York
$655K +$671K +12,000 New
WG
406
Winton Group
United Kingdom
$642K -$75.8K -1,355 -10%
PCS
407
Personal CFO Solutions
New Jersey
$636K +$39.3K +703 +6%
EOJOAM
408
E. Ohman J:or Asset Management
Sweden
$628K
LWM
409
Liberty Wealth Management
California
$627K +$1.73K +31 +0.3%
WCA
410
Windsor Creek Advisors
Vermont
$600K +$615K +11,000 New
IFWM
411
Institute for Wealth Management
Colorado
$597K
Baird Financial Group
412
Baird Financial Group
Wisconsin
$588K -$116K -2,082 -16%
JIC
413
Johnson Investment Counsel
Ohio
$587K -$1.84K -33 -0.3%
M&T Bank
414
M&T Bank
New York
$585K +$1.73K +31 +0.3%
IMRF
415
Illinois Municipal Retirement Fund
Illinois
$574K
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$573K +$4.3K +77 +0.7%
OAM
417
Origin Asset Management
United Kingdom
$562K
NFAM
418
North Fourth Asset Management
New Jersey
$561K +$575K +10,279 New
LTI
419
Laffer Tengler Investments
Tennessee
$556K +$427K +7,641 +300%
NSEDCP
420
NJ State Employees Deferred Compensation Plan
New Jersey
$546K
AII
421
AGF Investments Inc
Ontario, Canada
$544K +$7.04K +126 +1%
AP
422
Advisor Partners
California
$542K +$1.4K +25 +0.3%
WA
423
WESPAC Advisors
California
$537K -$928K -16,596 -63%
BPA
424
Beacon Pointe Advisors
California
$519K +$531K +9,503 New
LAM
425
Lingohr Asset Management
Germany
$518K

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.