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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
VCM
601
Versant Capital Management
Arizona
$4K
AIL
602
AGF Investments LLC
Ontario, Canada
$3K -$1.37K -32 -33%
BWM
603
BerganKDV Wealth Management
Minnesota
$3K
EFSCE
604
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$3K
TFO
606
Tarbox Family Office
California
$3K
WT
607
Washington Trust
Rhode Island
$2K -$428 -10 -18%
AF
608
Advisornet Financial
Minnesota
$2K
FMP
609
Financial Management Professionals
Texas
$2K
HIA
610
Harbor Investment Advisory
Maryland
$2K
PWMG
611
Prestige Wealth Management Group
New Jersey
$2K
PCS
612
Personal CFO Solutions
New Jersey
$1K -$15.9K -371 -3%
APC
613
Aspire Private Capital
North Carolina
$1K -$6.08K -142 -92%
JFA
614
JNBA Financial Advisors
Minnesota
$1K +$685 +16 New
Fidelity International
615
Fidelity International
Bermuda
$1K +$813 +19 New
PFWA
616
Paces Ferry Wealth Advisors
Georgia
$1K +$1.24K +29 New
F
617
F3Logic
Minnesota
$509 +$471 +11 New
FCA
618
FinTrust Capital Advisors
South Carolina
$34 -$12.2K -286 -28%
WIM
619
Westside Investment Management
California
$7
PWAG
620
Polaris Wealth Advisory Group
California
-$20.9M -633,146 Closed
CC
621
Carlson Capital
Texas
-$13.4M -392,321 Closed
MCM
622
Maltese Capital Management
New York
-$6.3M -185,200 Closed
TI
623
Trexquant Investment
Connecticut
-$4.02M -118,198 Closed
DCM
624
DG Capital Management
New York
-$3.98M -117,000 Closed
BAM
625
Blueshift Asset Management
New Jersey
-$3.65M -107,356 Closed

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.