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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
RFC
476
Regions Financial Corp
Alabama
$241K +$223K +5,211 New
KPWS
477
Kestra Private Wealth Services
Texas
$240K +$222K +5,183 New
MYAM
478
Meiji Yasuda Asset Management
Japan
$237K +$219K +5,130 New
BBVA
479
Banco Bilbao Vizcaya Argentaria
Spain
$236K +$218K +5,103 New
APWA
480
Atlas Private Wealth Advisors
New Jersey
$234K -$24K -560 -10%
NHC
481
Nicholas Hoffman & Company
Georgia
$231K +$214K +5,000 New
PA
482
Profund Advisors
Maryland
$231K +$214K +5,000 New
BCM
483
Brown Capital Management
Maryland
$230K +$213K +4,978 New
CIBC World Market
484
CIBC World Market
Ontario, Canada
$229K -$83K -1,940 -28%
PGFC
485
Peapack-Gladstone Financial Corp
New Jersey
$228K +$211K +4,921 New
APA
486
American Portfolios Advisors
New York
$228K -$352K -8,217 -63%
GT
487
Greenleaf Trust
Michigan
$221K +$204K +4,773 New
MFS
488
Mirabella Financial Services
United Kingdom
$219K +$202K +4,728 New
EWA
489
Evolution Wealth Advisors
Florida
$218K
PCMC
490
Paragon Capital Management (Colorado)
Colorado
$217K -$113K -2,633 -36%
VAS
491
Vestmark Advisory Solutions
Massachusetts
$216K +$199K +4,657 New
T
492
TRUADVICE
Florida
$214K +$194K +4,540 New
TSS
493
Two Sigma Securities
New York
$213K +$197K +4,605 New
MA
494
MANA Advisors
New York
$213K +$197K +4,610 New
LNC
495
Lincoln National Corp
Pennsylvania
$212K -$68.6K -1,603 -26%
SWP
496
Stratos Wealth Partners
Ohio
$212K +$196K +4,586 New
Cetera Investment Advisers
497
Cetera Investment Advisers
Illinois
$210K +$194K +4,542 New
IC
498
Intersect Capital
California
$209K +$193K +4,522 New
CCP
499
Clarkston Capital Partners
Michigan
$200K +$185K +4,329 New
HNB
500
Huntington National Bank
Ohio
$197K +$55.4K +1,296 +44%

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.