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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
WLPWM
551
Walled Lake Planning & Wealth Management
Illinois
$28K
KLWA
552
Kelly Lawrence W & Associates
California
$23K
NG
553
NWK Group
California
$23K
WT
554
Whittier Trust
California
$22K
LFG
555
Larson Financial Group
Missouri
$21K +$19.3K +451 New
PW
556
Price Wealth
Texas
$20K
CFA
557
Carroll Financial Associates
North Carolina
$19K
GRP
558
Global Retirement Partners
California
$19K +$3.85K +90 +28%
AA
559
Ancora Advisors
Ohio
$19K +$17.1K +400 New
FFA
560
Founders Financial Alliance
North Carolina
$19K +$17.1K +400 New
FP
561
Financial Perspectives
Minnesota
$19K
SWA
562
Sutton Wealth Advisors
Florida
$17.9K
BCA
563
Berman Capital Advisors
Georgia
$17K +$1.03K +24 +6%
ETC
564
Exchange Traded Concepts
Oklahoma
$17K +$15.8K +370 New
FHA
565
First Horizon Advisors
Tennessee
$16K -$13.8K -322 -47%
EIP
566
Ellis Investment Partners
Pennsylvania
$14K +$43 +1 +0.3%
CI
567
CX Institutional
Indiana
$13K +$6.85K +160 +128%
CWC
568
Carolinas Wealth Consulting
North Carolina
$13K +$11.8K +275 +2,750%
PMFA
569
Plante Moran Financial Advisors
Michigan
$13K +$11.8K +275 New
AWA
570
Arkadios Wealth Advisors
Georgia
$12.8K +$171 +4 +2%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$12K +$10.7K +250 New
CA
572
Clearstead Advisors
Ohio
$11K
WCG
573
Weaver Consulting Group
California
$11K
PFS
574
Prospera Financial Services
Texas
$11K +$9.93K +232 New
MA
575
MUFG Americas
New York
$10K

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.