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Pultegroup

682 hedge funds and large institutions have $12B invested in Pultegroup in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 227 increasing their positions, 251 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

47% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $10B → $12B (+$1.98B)

4% more funds holding

Funds holding: 653682 (+29)

8% more call options, than puts

Call options by funds: $165M | Put options by funds: $153M

0.31% more ownership

Funds ownership: 86.19%86.51% (+0.31%)

10% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 251

Holders
682
Holders Change
+29
Holders Change %
+4.44%
% of All Funds
11.98%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
103
Increased
227
Reduced
251
Closed
70
Calls
$165M
Puts
$153M
Net Calls
+$12M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$286K +$3.41K +73 +1%
PP
502
Patron Partners
Texas
$283K
VAS
503
Vestmark Advisory Solutions
Massachusetts
$282K +$29.9K +641 +14%
GT
504
Greenleaf Trust
Michigan
$278K +$247K +5,292 New
Impax Asset Management Group
505
Impax Asset Management Group
United Kingdom
$271K +$241K +5,159 New
VI
506
Vestcor Inc
New Brunswick, Canada
$262K -$5.55K -119 -2%
CFA
507
Carroll Financial Associates
North Carolina
$259K +$211K +4,510 +1,049%
RFC
508
Regions Financial Corp
Alabama
$258K -$13.4K -287 -6%
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$258K
IAIM
510
International Assets Investment Management
Florida
$257K +$304K +6,509 +73%
QP
511
Quilter Plc
United Kingdom
$254K +$226K +4,846 New
CCP
512
Clarkston Capital Partners
Michigan
$253K +$225K +4,829 New
GEA
513
Glen Eagle Advisors
New Jersey
$251K +$23.8K +510 +12%
TFA
514
Toth Financial Advisory
Virginia
$248K +$221K +4,725 New
Luther King Capital Management (LKCM)
515
Luther King Capital Management (LKCM)
Texas
$247K -$312K -6,694 -59%
EWA
516
Evolution Wealth Advisors
Florida
$247K
CFB
517
Cullen/Frost Bankers
Texas
$246K
MOS
518
MGO One Seven
Ohio
$246K
PCMC
519
Paragon Capital Management (Colorado)
Colorado
$245K
Verition Fund Management
520
Verition Fund Management
Connecticut
$245K +$218K +4,670 New
BCM
521
Brown Capital Management
Maryland
$243K -$5.65K -121 -3%
MCM
522
MAI Capital Management
Ohio
$242K -$162K -3,474 -43%
EI
523
Ethic Inc
New York
$241K +$214K +4,592 New
APWA
524
Atlas Private Wealth Advisors
New Jersey
$239K +$4.01K +86 +2%
NAM
525
NorthCoast Asset Management
Connecticut
$239K +$213K +4,554 New

PHM Hedge Fund Activity: Q1 2021 in Review

682 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2021, worth a combined $12B — up 20% from $10B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new PHM positions and 70 closed out — a net gain of 33 holders — while 227 added to existing stakes and 251 trimmed.

The largest buyer was BlackRock, adding an estimated $116M. The largest seller was Long Pond Capital, cutting an estimated $120M.

  • 682 institutional investors held Pultegroup (PHM) as of Q1 2021, up from 653 in Q4 2020.
  • Funds reported $12B of Pultegroup stock for Q1 2021, up 20% quarter-over-quarter.
  • 103 funds opened new Pultegroup positions in Q1 2021 and 70 closed out, a net change of +33 holders.
  • The largest Pultegroup buyer in Q1 2021 was BlackRock, an estimated $116M added.
  • The largest Pultegroup seller in Q1 2021 was Long Pond Capital, an estimated $120M sold.

Based on aggregated 13F filings for Q1 2021.