We are live on ! Find out more
PHM icon

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
YIH
501
Y-Intercept (HK)
Hong Kong
$278K +$285K +5,090 New
OQS
502
Occudo Quantitative Strategies
Florida
$274K -$902K -16,138 -76%
CCWA
503
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$273K +$280K +5,000 New
SDIC
504
South Dakota Investment Council
South Dakota
$266K +$21.2K +380 +8%
CCP
505
Clarkston Capital Partners
Michigan
$265K +$1.68K +30 +0.6%
MCM
506
MAI Capital Management
Ohio
$265K +$14.1K +252 +5%
EI
507
Ethic Inc
New York
$261K +$11K +196 +4%
GEA
508
Glen Eagle Advisors
New Jersey
$258K -$2.79K -50 -1%
EWA
509
Evolution Wealth Advisors
Florida
$257K
VCG
510
Vantage Consulting Group
Virginia
$257K +$263K +4,704 New
SC
511
Steph & Co
Wisconsin
$256K +$14.9K +266 +6%
Luther King Capital Management (LKCM)
512
Luther King Capital Management (LKCM)
Texas
$255K -$2.79K -50 -1%
CAM
513
Cresset Asset Management
Illinois
$255K +$7.1K +127 +3%
BCM
514
Brown Capital Management
Maryland
$253K
PCMC
515
Paragon Capital Management (Colorado)
Colorado
$251K -$4.03K -72 -2%
CMO
516
Covenant Multifamily Offices
Texas
$251K +$32.3K +577 +14%
DT
517
Diversified Trust
Tennessee
$248K +$34.9K +625 +16%
VI
518
Vestcor Inc
New Brunswick, Canada
$243K -$29.5K -527 -11%
TF
519
Trek Financial
Arizona
$242K +$335 +6 +0.1%
BRWA
520
B. Riley Wealth Advisors
Florida
$241K +$247K +4,417 New
TFF
521
The Family Firm
Maryland
$240K +$10.6K +189 +4%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$237K -$32.2K -576 -12%
MOS
523
MGO One Seven
Ohio
$236K -$21.7K -388 -8%
CI Investments Inc
524
CI Investments Inc
Ontario, Canada
$232K -$495K -8,846 -68%
PFO
525
Pathstone Family Office
New Jersey
$232K +$6.99K +125 +3%

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.