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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
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$88.6M -$304K -5,445 -0.3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$87.1M +$7.41M +132,568 +9%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$85.3M +$22.5M +402,625 +36%
Citigroup
29
Citigroup
New York
$83.6M +$17.8M +319,033 +26%
JP Morgan Chase
30
JP Morgan Chase
New York
$83.4M -$20.1M -358,674 -19%
AL
31
Appaloosa LP
New Jersey
$82.4M +$84.4M +1,509,189 New
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$82.2M +$784K +14,029 +0.9%
Millennium Management
33
Millennium Management
New York
$81.7M +$34.9M +623,918 +72%
UBS AM
34
UBS AM
Illinois
$79.4M +$4.95M +88,597 +6%
Morgan Stanley
35
Morgan Stanley
New York
$77.7M -$34.3M -612,623 -30%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$77.3M +$209K +3,736 +0.3%
PAM
37
Panagora Asset Management
Massachusetts
$73.7M -$7.62M -136,242 -9%
PAMU
38
Pictet Asset Management (UK)
United Kingdom
$67.4M +$18.1M +323,621 +35%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$65.2M +$1.35M +24,160 +2%
Prudential Financial
40
Prudential Financial
New Jersey
$63.4M +$14.8M +265,342 +30%
Goldman Sachs
41
Goldman Sachs
New York
$59.6M +$7.95M +142,213 +15%
Swiss National Bank
42
Swiss National Bank
Switzerland
$59.2M +$2.99M +53,559 +5%
Swedbank
43
Swedbank
Sweden
$58.4M
PCM
44
Prana Capital Management
Connecticut
$57M -$1.08M -19,355 -2%
Man Group
45
Man Group
United Kingdom
$56.1M -$40.6M -726,764 -41%
PF
46
Phoenix Financial
Israel
$52M +$2.42M +43,227 +5%
Federated Hermes
47
Federated Hermes
Pennsylvania
$51.8M -$4.7M -84,145 -8%
SSA
48
Schonfeld Strategic Advisors
New York
$51.5M +$20.3M +362,531 +62%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$51.4M -$4.66M -83,346 -8%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$50.7M +$1.05M +18,764 +2%

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.