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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
HFM
551
Harvest Fund Management
China
$148K
NIM
552
NuWave Investment Management
New Jersey
$147K +$151K +2,697 New
HI
553
Harbour Investments
Wisconsin
$145K -$4.81K -86 -3%
FWM
554
Focused Wealth Management
New York
$142K
DMBA
555
Deseret Mutual Benefit Administrators
Utah
$135K +$139K +2,478 New
LCM
556
Logan Capital Management
Pennsylvania
$128K
MCM
557
Manchester Capital Management
Vermont
$128K
CFGS
558
Concourse Financial Group Securities
Alabama
$124K -$2.07K -37 -2%
HIIFS
559
Harel Insurance Investments & Financial Services
Israel
$120K +$28.5K +510 +309%
FA
560
Fortis Advisors
Pennsylvania
$119K
GWS
561
Glassman Wealth Services
Virginia
$118K +$115K +2,055 +1,995%
HNB
562
Huntington National Bank
Ohio
$115K -$9.95K -178 -8%
NFG
563
Next Financial Group
Texas
$113K +$30.2K +540 +35%
TFIPS
564
Towarzystwo Funduszy Inwestycyjnych PZU SA
$109K +$112K +2,000 New
WA
565
WestEnd Advisors
North Carolina
$109K
PCG
566
Private Capital Group
Connecticut
$107K -$1.51K -27 -1%
CAL
567
Capital Analysts LLC
Pennsylvania
$107K -$1.34K -24 -1%
CLOS
568
Compagnie Lombard Odier SCmA
Switzerland
$107K
CP
569
Castleview Partners
Texas
$99K +$101K +1,806 New
ITFISA
570
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$98.4K
EAM
571
Exos Asset Management
New York
$84K +$85.7K +1,532 New
AIC
572
Archer Investment Corporation
Indiana
$82.4K +$15.5K +277 +22%
GI
573
Gradient Investments
Minnesota
$82K
TFGT
574
TS Financial Group (TSFG)
Illinois
$82K +$7.16K +128 +9%
ST
575
Smithfield Trust
Pennsylvania
$81K

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.