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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
MOS
451
MGO One Seven
Ohio
$298K
HS
452
Haafor (Singapore)
Singapore
$298K +$274K +6,411 New
TRCT
453
Tower Research Capital (TRC)
New York
$293K -$402K -9,389 -60%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$292K -$128K -3,000 -32%
ECM
455
ETrade Capital Management
Virginia
$286K -$248K -5,807 -48%
SFS
456
Sowell Financial Services
Arkansas
$285K +$38.4K +897 +17%
IG
457
ING Group
Netherlands
$275K +$254K +5,935 New
EI
458
Ellevest Inc
New York
$271K +$685 +16 +0.3%
AC
459
Allstate Corporation
Illinois
$271K +$251K +5,864 New
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$268K
PCG
461
Private Capital Group
Connecticut
$267K -$33.6K -786 -12%
MCM
462
Maryland Capital Management
Maryland
$264K +$244K +5,700 New
JMPWA
463
JP Morgan Private Wealth Advisors
California
$263K -$500K -11,679 -67%
TPCW
464
TD Private Client Wealth
New York
$262K +$19.1K +446 +9%
VI
465
Vestcor Inc
New Brunswick, Canada
$257K +$6.08K +142 +3%
AIM
466
AIA Investment Management
Singapore
$255K +$235K +5,500 New
KWM
467
Kingsview Wealth Management
Oregon
$254K +$235K +5,488 New
KWM
468
Keebeck Wealth Management
Illinois
$251K
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$250K -$32.2K -753 -12%
DT
470
Diversified Trust
Tennessee
$249K +$230K +5,379 New
IMRF
471
Illinois Municipal Retirement Fund
Illinois
$249K +$230K +5,384 New
NICM
472
Neo Ivy Capital Management
New York
$248K -$377K -8,816 -62%
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$246K +$228K +5,320 New
FMT
474
First Mercantile Trust
Tennessee
$242K -$104K -2,438 -29%
II
475
Inspire Investing
Idaho
$241K +$223K +5,203 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.