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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
HCP
576
Hexagon Capital Partners
Arkansas
$80K -$9.73K -174 -11%
JCM
577
Jacobi Capital Management
Pennsylvania
$80K +$18.7K +335 +30%
SOW
578
State of Wyoming
Wyoming
$79K +$80.5K +1,439 New
SSB
579
Sandy Spring Bank
Maryland
$77K +$22.4K +400 +40%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$74K
ACM
581
AUA Capital Management
Pennsylvania
$68K
QCG
582
Quadrant Capital Group
Ohio
$62K -$503 -9 -0.8%
LWP
583
Lumature Wealth Partners
Georgia
$58K -$6.99K -125 -11%
SAM
584
Shell Asset Management
Netherlands
$57K -$30.5K -545 -34%
AS
585
Altshuler Shaham
Israel
$57K +$58.1K +1,039 New
FGAM
586
Financial Gravity Asset Management
Texas
$55K -$1.56K -28 -12%
Canada Pension Plan Investment Board
587
Canada Pension Plan Investment Board
Ontario, Canada
$51K +$52.4K +937 New
TPCW
588
TD Private Client Wealth
New York
$50.7K -$196K -3,513 -79%
PFGIA
589
Patriot Financial Group Insurance Agency
Massachusetts
$50K
AWA
590
Arkadios Wealth Advisors
Georgia
$49K +$4.42K +79 +9%
CFA
591
Carroll Financial Associates
North Carolina
$48K -$226K -4,049 -82%
VCM
592
Vigilant Capital Management
Maine
$44K
ZB
593
Zions Bancorporation
Utah
$39K -$68.7K -1,228 -63%
PCFFS
594
Pacific Center for Financial Services
California
$39K
CFO
595
CVA Family Office
Colorado
$39K +$20.4K +365 +106%
GWM
596
Geneos Wealth Management
Colorado
$38K -$12.8K -229 -24%
AAM
597
Advisors Asset Management
Colorado
$38K +$38.6K +690 New
EIP
598
Ellis Investment Partners
Pennsylvania
$35K +$18.8K +337 +106%
WLPWM
599
Walled Lake Planning & Wealth Management
Illinois
$33K
AF
600
Allworth Financial
California
$31K

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.