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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
Citadel Advisors
26
Citadel Advisors
Florida
$87M +$12.6M +293,399 +18%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$84.1M +$58.9M +1,375,643 +312%
N
28
Nuveen
North Carolina
$83.2M +$26.7M +624,879 +53%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$77.3M +$1.88M +43,969 +3%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$76.2M -$48.3M -1,128,298 -41%
PAM
31
Panagora Asset Management
Massachusetts
$71.4M +$13M +304,370 +25%
Morgan Stanley
32
Morgan Stanley
New York
$67.8M -$6.29M -147,059 -9%
Skandinaviska Enskilda Banken (SEB)
33
Skandinaviska Enskilda Banken (SEB)
Sweden
$66.5M -$4.04M -94,447 -6%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$62.1M +$6.11M +142,921 +12%
UBS AM
35
UBS AM
Illinois
$59.8M -$3.03M -70,903 -5%
UBS Group
36
UBS Group
Switzerland
$59M +$22.3M +521,442 +69%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$54.5M +$1.43M +33,521 +3%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$54.3M +$23.9M +558,301 +91%
Federated Hermes
39
Federated Hermes
Pennsylvania
$53.3M +$18.1M +422,862 +58%
Allianz Asset Management
40
Allianz Asset Management
Germany
$52.9M +$374K +8,742 +0.8%
Deutsche Bank
41
Deutsche Bank
Germany
$52.5M -$7.64M -178,552 -14%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$51.7M -$18.7M -436,843 -28%
AL
43
AJO LP
Pennsylvania
$50.3M +$26M +606,748 +126%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$49.7M -$47.3M -1,105,877 -51%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$48.9M +$11.8M +276,152 +35%
Swiss National Bank
46
Swiss National Bank
Switzerland
$48.3M -$4.04M -94,400 -8%
AssetMark Inc
47
AssetMark Inc
California
$44.8M +$23.8M +556,515 +135%
Renaissance Technologies
48
Renaissance Technologies
New York
$44.3M -$48.4M -1,130,300 -54%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$42.8M -$6.39M -149,335 -14%
Canada Life
50
Canada Life
Manitoba, Canada
$42.2M +$1.58M +36,882 +4%

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.