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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
PG
476
Patten Group
Tennessee
$336K +$345K +6,165 New
PWM
477
PRW Wealth Management
Massachusetts
$336K +$345K +6,165 New
CBTWT
478
Community Bank & Trust (Waco, Texas)
Texas
$335K -$19.6K -350 -5%
BMCM
479
Burns Matteson Capital Management
New York
$334K +$126K +2,257 +59%
P
480
Pitcairn
Pennsylvania
$333K -$6.21K -111 -2%
AC
481
Allstate Corporation
Illinois
$330K -$71.1K -1,272 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
482
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$323K -$3.91M -69,963 -92%
LAM
483
L2 Asset Management
Massachusetts
$321K -$16.3K -291 -5%
SSWM
484
Smith Salley Wealth Management
North Carolina
$317K -$26.1K -467 -7%
MAP
485
Moody Aldrich Partners
Massachusetts
$315K -$4.75K -85 -1%
AA
486
AlphaCentric Advisors
Puerto Rico
$313K +$178K +3,181 +124%
APWA
487
Atlas Private Wealth Advisors
New Jersey
$310K +$63K +1,127 +25%
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$309K +$11.3K +203 +4%
CIBC Private Wealth Group
489
CIBC Private Wealth Group
Georgia
$308K
FCI
490
Financial Counselors Inc
Kansas
$307K
CAG
491
Csenge Advisory Group
Florida
$306K -$104K -1,856 -25%
RFC
492
Regions Financial Corp
Alabama
$304K +$36.8K +658 +13%
PWMAG
493
Pinnacle Wealth Management Advisory Group
New Jersey
$302K -$33.4K -597 -10%
MCM
494
Maryland Capital Management
Maryland
$300K
VCA
495
Verdence Capital Advisors
Maryland
$299K +$306K +5,478 New
KWM
496
Keebeck Wealth Management
Illinois
$296K +$302K +5,409 New
PP
497
Patron Partners
Texas
$294K
GT
498
Greenleaf Trust
Michigan
$293K +$4.42K +79 +1%
HSA
499
HBK Sorce Advisory
Pennsylvania
$283K +$290K +5,185 New
Impax Asset Management Group
500
Impax Asset Management Group
United Kingdom
$282K

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.