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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
GSWM
526
Golden State Wealth Management
California
$88K +$81.3K +1,900 New
AAM
527
Advisors Asset Management
Colorado
$85K -$23K -537 -23%
TFGT
528
TS Financial Group (TSFG)
Illinois
$84K +$8.73K +204 +13%
MIFH
529
Migdal Insurance & Financial Holdings
Israel
$82K +$76.1K +1,778 New
PA
530
Parallel Advisors
California
$78K -$10.3K -241 -13%
FHA
531
Flagship Harbor Advisors
Massachusetts
$76K +$13.7K +321 +24%
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$74K
CTC
533
Central Trust Company
Missouri
$73K +$43K +1,005 +178%
Millennium Management
534
Millennium Management
New York
$70.8K -$7.57M -176,896 -10%
GI
535
Gradient Investments
Minnesota
$70K +$813 +19 +1%
HCP
536
Hexagon Capital Partners
Arkansas
$69K +$71K +1,660 New
C
537
Cerebellum
California
$66K +$60.6K +1,417 New
NIM
538
NuWave Investment Management
New Jersey
$65K +$32.8K +767 +121%
ST
539
Smithfield Trust
Pennsylvania
$63K +$1.07K +25 +2%
ZB
540
Zions Bancorporation
Utah
$62K
ACM
541
AUA Capital Management
Pennsylvania
$58K +$53.5K +1,250 New
PS
542
Planned Solutions
California
$51K +$47.1K +1,100 New
BWA
543
Burt Wealth Advisors
Maryland
$46K
PFGIA
544
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$1.41K +33 +4%
T
545
TOBAM
France
$41K +$37.9K +886 New
SSB
546
Sandy Spring Bank
Maryland
$40K
SAM
547
Shell Asset Management
Netherlands
$40K
VCM
548
Vigilant Capital Management
Maine
$37K +$34.2K +800 New
QCG
549
Quadrant Capital Group
Ohio
$34K -$5.39K -126 -15%
PCFFS
550
Pacific Center for Financial Services
California
$33K

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.