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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
BFS
426
Bradley Foster & Sargent
Connecticut
$500K +$56 +1 +0%
YMRC
427
Yorktown Management & Research Company
Virginia
$497K -$352K -6,300 -41%
PCM
428
Prelude Capital Management
New York
$491K -$31.4K -562 -6%
SPIA
429
Steward Partners Investment Advisory
New York
$491K +$98.7K +1,766 +24%
WAM
430
World Asset Management
Michigan
$487K -$21.6K -387 -4%
ACA
431
Atlas Capital Advisors
Wyoming
$487K
OA
432
Oak Associates
Ohio
$483K
1WM
433
1900 Wealth Management
Texas
$469K -$559 -10 -0.1%
PP
434
Prudential plc
United Kingdom
$466K
ESCM
435
Echo Street Capital Management
New York
$457K +$468K +8,373 New
AIM
436
Anchor Investment Management
South Carolina
$453K +$53.9K +964 +13%
LSA
437
Leonteq Securities AG
Switzerland
$453K +$103K +1,842 +29%
CI
438
Cigna Investments
Connecticut
$445K -$79.8K -1,428 -15%
CGH
439
Crossmark Global Holdings
Texas
$436K -$9.39K -168 -2%
TC
440
Telemus Capital
Michigan
$431K
TCA
441
Transcend Capital Advisors
New Jersey
$431K
SWP
442
Stratos Wealth Partners
Ohio
$429K +$3.91K +70 +0.9%
FFG
443
Fortem Financial Group
California
$418K -$11.2K -200 -3%
AAS
444
Avantax Advisory Services
Texas
$418K +$7.21K +129 +2%
Fuller & Thaler Asset Management
445
Fuller & Thaler Asset Management
California
$417K -$55.9K -1,000 -12%
HWAM
446
Hennion & Walsh Asset Management
New Jersey
$415K -$211K -3,782 -33%
HIS
447
Harvest Investment Services
Illinois
$415K +$426K +7,615 New
CGL
448
Clarius Group LLC
Washington
$411K
FWIA
449
Fort Washington Investment Advisors
Ohio
$406K
II
450
Inspire Investing
Idaho
$405K -$347K -6,215 -46%

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.