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Pultegroup
PHM

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: 4 → 6 (+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: 653 → 682 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$116M
2
Citadel Advisors
Citadel Advisors
Florida
+$108M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$76.5M
4
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.8M

Top Sellers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
-$120M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$114M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$60.8M
4
Millennium Management
Millennium Management
New York
-$54.2M
5
JAM
Jupiter Asset Management
United Kingdom
-$51.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
526
Cresset Asset Management
Illinois
$238K +$212K +4,536 New
SDIC
527
South Dakota Investment Council
South Dakota
$236K +$103K +2,200 +96%
SI
528
Stephens Inc
Arkansas
$236K +$210K +4,506 New
TPCW
529
TD Private Client Wealth
New York
$233K -$42.7K -915 -17%
SC
530
Steph & Co
Wisconsin
$232K -$934 -20 -0.4%
TF
531
Trek Financial
Arizona
$232K +$206K +4,423 New
Jane Street
532
Jane Street
New York
$229K -$1.85M -39,541 -90%
BP
533
BBR Partners
New York
$225K +$200K +4,287 New
TPA
534
Trivium Point Advisory
Connecticut
$224K +$199K +4,272 New
IWM
535
IHT Wealth Management
Illinois
$224K +$200K +4,276 New
BA
536
Bristlecone Advisors
Washington
$222K +$197K +4,230 New
IC
537
Intersect Capital
California
$222K +$198K +4,233 New
TFF
538
The Family Firm
Maryland
$221K +$197K +4,210 New
PA
539
Profund Advisors
Maryland
$220K +$196K +4,193 New
LIA
540
LS Investment Advisors
Michigan
$216K -$86.3K -1,849 -31%
PFO
541
Pathstone Family Office
New Jersey
$216K +$171K +3,674 +843%
CI
542
Conning Inc
Connecticut
$215K +$191K +4,093 New
VF
543
Virtu Financial
New York
$214K -$183K -3,915 -49%
CTC
544
Central Trust Company
Missouri
$214K -$4.2K -90 -2%
CMO
545
Covenant Multifamily Offices
Texas
$211K +$188K +4,019 New
DT
546
Diversified Trust
Tennessee
$206K -$40K -856 -18%
AIP
547
Ameritas Investment Partners
Nebraska
$206K – – –
TCM
548
Teza Capital Management
Illinois
$205K +$182K +3,901 New
BMCM
549
Burns Matteson Capital Management
New York
$202K +$180K +3,856 New
BCM
550
Bourgeon Capital Management
Connecticut
$197K – – –
20 21
22
23 24

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.