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Pultegroup
PHM

578 hedge funds and large institutions have $7.95B invested in Pultegroup in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 189 increasing their positions, 230 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

53% more capital invested

Capital invested by funds: $5.18B → $7.95B (+$2.77B)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

5% more funds holding

Funds holding: 548 → 578 (+30)

3% more call options, than puts

Call options by funds: $64M | Put options by funds: $61.9M

0.94% more ownership

Funds ownership: 86.27% → 87.21% (+0.94%)

18% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 230

Holders
578
Holders Change
+30
Holders Change %
+5.47%
% of All Funds
11.85%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
100
Increased
189
Reduced
230
Closed
67
Calls
$64M
Puts
$61.9M
Net Calls
+$2.06M
Net Calls Change
+$8.87M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$137M
2
Ameriprise
Ameriprise
Minnesota
+$82.4M
3
GA
Greenhaven Associates
New York
+$57.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$48.8M
5
BlackRock
BlackRock
New York
+$36.9M

Top Sellers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
-$64.3M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$48.4M
3
American Century Companies
American Century Companies
Missouri
-$45M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$44.7M
5
WCM
Wedge Capital Management
North Carolina
-$40.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
626
AUA Capital Management
Pennsylvania
– -$28K -1,250 Closed
SL
627
Salomon & Ludwin
Virginia
– -$18K -800 Closed
AIM
628
AIA Investment Management
Singapore
– -$13K -564 Closed
TAIM
629
TD Ameritrade Investment Management
Nebraska
– -$11K -475 Closed
FGAM
630
Financial Gravity Asset Management
Texas
– -$8.97K -402 Closed
CAN
631
Claraphi Advisory Network
United States
– -$5K -231 Closed
LSA
632
Lion Street Advisors
Texas
– -$5K -215 Closed
AS
633
Altshuler Shaham
Israel
– -$4K -188 Closed
AA
634
Advisory Alpha
Michigan
– -$3.63K -152 Closed
TCM
635
Tradewinds Capital Management
Washington
– -$3K -121 Closed
ETC
636
Exchange Traded Concepts
Oklahoma
– -$3K -118 Closed
ABC
637
Associated Banc-Corp
Wisconsin
– -$1K -60 Closed
MCM
638
MV Capital Management
Maryland
– -$1K -60 Closed
RFA
639
Reilly Financial Advisors
California
– -$1K -44 Closed
FRA
640
Front Row Advisors
California
– -$1K -39 Closed
NR
641
Newfound Research
Massachusetts
– -$1K -34 Closed
BL
642
Balentine LLC
Georgia
– +$270 +9 New
CWC
643
Carolinas Wealth Consulting
North Carolina
– +$300 +10 New
22 23 24 25
26

PHM Hedge Fund Activity: Q2 2020 in Review

578 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2020, worth a combined $7.95B — up 53% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new PHM positions and 67 closed out — a net gain of 33 holders — while 189 added to existing stakes and 230 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $137M. The largest seller was AJO LP, cutting an estimated $64.3M.

  • 578 institutional investors held Pultegroup (PHM) as of Q2 2020, up from 548 in Q1 2020.
  • Funds reported $7.95B of Pultegroup stock for Q2 2020, up 53% quarter-over-quarter.
  • 100 funds opened new Pultegroup positions in Q2 2020 and 67 closed out, a net change of +33 holders.
  • The largest Pultegroup buyer in Q2 2020 was AllianceBernstein, an estimated $137M added.
  • The largest Pultegroup seller in Q2 2020 was AJO LP, an estimated $64.3M sold.

Based on aggregated 13F filings for Q2 2020.