Pultegroup
PHM
548 hedge funds and large institutions have $5.18B invested in Pultegroup in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 245 reducing their positions, and 120 closing their positions.
4.25% less ownership
Funds ownership: 90.52% → 86.27% (-4.2%)
10% less funds holding
Funds holding: 607 → 548 (-59)
16% less call options, than puts
Call options by funds: $35.2M | Put options by funds: $42M
30% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 245
45% less capital invested
Capital invested by funds: $9.5B → $5.18B (-$4.32B)
47% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 120
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
+$69.6M |
| 2 |
Renaissance Technologies
New York
|
+$62.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$40.6M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$38.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$154M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$139M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$66.1M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$64.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$60.5M |
PHM Hedge Fund Activity: Q1 2020 in Review
548 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2020, worth a combined $5.18B — down 45% from $9.5B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of PHM and 64 opened new positions — a net loss of 56 holders — while 245 trimmed existing stakes and 171 added.
The largest buyer was Greenhaven Associates, adding an estimated $69.6M. The largest seller was AQR Capital Management, cutting an estimated $154M.
- 548 institutional investors held Pultegroup (PHM) as of Q1 2020, down from 607 in Q4 2019.
- Funds reported $5.18B of Pultegroup stock for Q1 2020, down 45% quarter-over-quarter.
- 64 funds opened new Pultegroup positions in Q1 2020 and 120 closed out, a net change of -56 holders.
- The largest Pultegroup buyer in Q1 2020 was Greenhaven Associates, an estimated $69.6M added.
- The largest Pultegroup seller in Q1 2020 was AQR Capital Management, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2020.