We are live on ! Find out more
PHM icon

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
MCM
426
MAI Capital Management
Ohio
$368K -$112K -2,613 -25%
FWIA
427
Fort Washington Investment Advisors
Ohio
$368K
CC
428
Cipher Capital
New York
$364K -$1.8M -42,157 -84%
WIA
429
Wealthstreet Investment Advisors
Texas
$363K
ECM
430
ExodusPoint Capital Management
New York
$363K +$335K +7,836 New
MAP
431
Moody Aldrich Partners
Massachusetts
$362K -$93.3K -2,180 -22%
FCI
432
Financial Counselors Inc
Kansas
$361K -$244K -5,700 -42%
KCM
433
Kennedy Capital Management
Missouri
$355K +$4.07K +95 +1%
PSUF
434
People's United Financial
Connecticut
$348K -$4.41K -103 -1%
UR
435
USCA RIA
Texas
$347K +$321K +7,500 New
AIM
436
Anchor Investment Management
South Carolina
$340K
ACM
437
AlphaCrest Capital Management
New York
$335K -$2.35M -54,810 -88%
AAS
438
Avantax Advisory Services
Texas
$333K -$249K -5,822 -45%
SIC
439
Schwartz Investment Counsel
Michigan
$333K
HPC
440
HM Payson & Co
Maine
$329K
RCM
441
Requisite Capital Management
Texas
$325K -$171K -4,000 -36%
RHBC
442
R.H. Bluestein & Co
Michigan
$324K
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K +$34.4K +805 +13%
GH
444
GAM Holding
Switzerland
$312K +$289K +6,760 New
PWMAG
445
Pinnacle Wealth Management Advisory Group
New Jersey
$305K -$11.6K -270 -4%
LAM
446
Lingohr Asset Management
Germany
$304K -$98.4K -2,300 -26%
P
447
Pitcairn
Pennsylvania
$304K -$82.7K -1,934 -23%
FAAS
448
First Allied Advisory Services
California
$304K -$60.3K -1,410 -18%
PCM
449
Prelude Capital Management
New York
$303K +$280K +6,555 New
Luther King Capital Management (LKCM)
450
Luther King Capital Management (LKCM)
Texas
$299K +$277K +6,467 New

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.