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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
PFBT
576
Parkside Financial Bank & Trust
Missouri
$10K +$770 +18 +9%
JCM
577
Jacobi Capital Management
Pennsylvania
$10K +$2.14K +50 +29%
CAW
578
Cornerstone Advisors (Washington)
Washington
$9K
BWM
579
Baystate Wealth Management
Massachusetts
$9K +$43 +1 +0.5%
HIIFS
580
Harel Insurance Investments & Financial Services
Israel
$9K +$7.87K +184 New
GWM
581
Geneos Wealth Management
Colorado
$8K -$85.6K -2,000 -92%
SWM
582
Sugarloaf Wealth Management
Georgia
$8K
VRM
583
Vectors Research Management
New York
$8K
FHC
584
First Horizon Corporation
Tennessee
$8K +$7.53K +176 New
TAIM
585
TD Ameritrade Investment Management
Nebraska
$8K +$7.83K +183 New
WPA
586
West Paces Advisors
Georgia
$7.27K
EARNEST Partners
587
EARNEST Partners
Georgia
$7K
M
588
MOTCO
Texas
$7K
SLF
589
Sun Life Financial
Ontario, Canada
$7K +$342 +8 +5%
AA
590
Advisory Alpha
Michigan
$7K +$6.5K +152 New
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$6K
GAM
592
Gemmer Asset Management
California
$6K
TWA
593
TCI Wealth Advisors
Arizona
$6K +$2.95K +69 +138%
CA
594
Crewe Advisors
Utah
$6K +$5.99K +140 New
EW
595
Evoke Wealth
California
$5K
PP
596
PrairieView Partners
Minnesota
$5K
GWS
597
Glassman Wealth Services
Virginia
$5K +$342 +8 +8%
CHAM
598
Clear Harbor Asset Management
Connecticut
$4.63K +$4.28K +100 New
HR
599
Howe & Rusling
New York
$4K -$4.75K -111 -54%
AF
600
Allworth Financial
California
$4K

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.