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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
B
451
BP
United Kingdom
$405K -$173K -3,090 -29%
IRF
452
IBM Retirement Fund
New York
$404K -$92.6K -1,657 -18%
ALAM
453
Asahi Life Asset Management
Japan
$401K +$410K +7,340 New
HI
454
Horizon Investments
North Carolina
$399K -$189K -3,372 -32%
SFI
455
Susquehanna Fundamental Investments
Pennsylvania
$398K -$196K -3,500 -32%
CRCM
456
Corbett Road Capital Management
Virginia
$396K -$69.1K -1,236 -15%
IA
457
Inspire Advisors
Idaho
$394K -$237K -4,241 -37%
FF
458
FourThought Financial
Florida
$388K -$214K -3,823 -35%
HPC
459
HM Payson & Co
Maine
$388K
QCM
460
Quantinno Capital Management
New York
$383K -$114K -2,040 -23%
RHBC
461
R.H. Bluestein & Co
Michigan
$382K
AF
462
Advisornet Financial
Minnesota
$377K +$30.5K +545 +9%
PAG
463
Private Advisor Group
New Jersey
$377K +$38.7K +693 +11%
KRSITF
464
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$376K -$18.8K -336 -5%
APA
465
American Portfolios Advisors
New York
$374K +$362K +6,475 +1,708%
SIC
466
Schwartz Investment Counsel
Michigan
$371K
IC
467
Intersect Capital
California
$371K +$144K +2,571 +61%
AIM
468
Aspen Investment Management
Michigan
$370K +$379K +6,780 New
GHA
469
GW Henssler & Associates
Georgia
$364K +$373K +6,675 New
FMT
470
First Mercantile Trust
Tennessee
$362K -$12.6K -225 -3%
PSUF
471
People's United Financial
Connecticut
$361K -$31.1K -557 -8%
KPWS
472
Kestra Private Wealth Services
Texas
$358K +$30K +537 +9%
EWM
473
Empirical Wealth Management
Washington
$349K +$358K +6,403 New
ETC
474
Exchange Traded Concepts
Oklahoma
$348K +$257K +4,595 +259%
WCM
475
Weld Capital Management
New York
$342K +$350K +6,266 New

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.