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Pultegroup
PHM

653 hedge funds and large institutions have $10B invested in Pultegroup in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 231 increasing their positions, 227 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 68

5% more funds holding

Funds holding: 620 → 653 (+33)

2% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 227

0.55% less ownership

Funds ownership: 86.74% → 86.19% (-0.55%)

6% less capital invested

Capital invested by funds: $10.7B → $10B (-$691M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

45% less call options, than puts

Call options by funds: $65.2M | Put options by funds: $119M

Holders
653
Holders Change
+33
Holders Change %
+5.32%
% of All Funds
11.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
108
Increased
231
Reduced
227
Closed
68
Calls
$65.2M
Puts
$119M
Net Calls
-$53.8M
Net Calls Change
-$24.4M

Top Buyers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
+$142M
2
PI
Putnam Investments
Massachusetts
+$40.2M
3
BlackRock
BlackRock
New York
+$37.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$35.8M
5
Nomura Holdings
Nomura Holdings
Japan
+$35.4M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$76.8M
2
Man Group
Man Group
United Kingdom
-$44.2M
3
AL
AJO LP
Pennsylvania
-$42.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$37M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$31.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
626
Tarbox Family Office
California
$3K – – –
FGAM
627
Financial Gravity Asset Management
Texas
$3K +$2.97K +67 New
Jones Financial Companies
628
Jones Financial Companies
Missouri
$3K +$3.23K +73 New
ED
629
Exane Derivatives
France
$2.63K -$1.04M -23,405 -100%
Walleye Capital
630
Walleye Capital
New York
$2.19K +$1.2M +26,990 +114%
WT
631
Washington Trust
Rhode Island
$2K -$177 -4 -9%
EFSCE
632
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
FMP
633
Financial Management Professionals
Texas
$2K – – –
HIA
634
Harbor Investment Advisory
Maryland
$2K – – –
PWMG
635
Prestige Wealth Management Group
New Jersey
$2K +$354 +8 +23%
NSB
636
Norway Savings Bank
Maine
$2K +$1.55K +35 New
DAC
637
Dividend Assets Capital
South Carolina
$2K +$1.68K +38 New
AWM
638
Accel Wealth Management
Iowa
$2K +$1.82K +41 New
BCWM
639
Bartlett & Co Wealth Management
Ohio
$1.04K +$1.06K +24 New
Fidelity International
640
Fidelity International
Bermuda
$1K -$44 -1 -5%
APC
641
Aspire Private Capital
North Carolina
$1K – – –
JFA
642
JNBA Financial Advisors
Minnesota
$1K – – –
MF
643
Manchester Financial
California
$1K +$665 +15 New
MLFP
644
MPS Loria Financial Planners
Illinois
$1K +$842 +19 New
FPS
645
Fieldpoint Private Securities
Connecticut
$1K +$886 +20 New
BC
646
Bartlett & Co
Ohio
$1K +$1.06K +24 New
BSSFA
647
Baron Silver Stevens Financial Advisors
Florida
$1K +$1.2K +27 New
CBTWT
648
Community Bank & Trust (Waco, Texas)
Texas
$323 -$22.2K -500 -6%
WIM
649
Westside Investment Management
California
$7 +$44 +1 +0.6%
CGM
650
Capital Growth Management
Massachusetts
– -$24.8M -535,000 Closed
24 25
26
27 28

PHM Hedge Fund Activity: Q4 2020 in Review

653 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2020, worth a combined $10B — down 6.5% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PHM positions and 68 closed out — a net gain of 40 holders — while 231 added to existing stakes and 227 trimmed.

The largest buyer was Long Pond Capital, opening a new position worth an estimated $142M. The largest seller was Goldman Sachs, cutting an estimated $76.8M.

  • 653 institutional investors held Pultegroup (PHM) as of Q4 2020, up from 620 in Q3 2020.
  • Funds reported $10B of Pultegroup stock for Q4 2020, down 6.5% quarter-over-quarter.
  • 108 funds opened new Pultegroup positions in Q4 2020 and 68 closed out, a net change of +40 holders.
  • The largest Pultegroup buyer in Q4 2020 was Long Pond Capital, an estimated $142M added.
  • The largest Pultegroup seller in Q4 2020 was Goldman Sachs, an estimated $76.8M sold.

Based on aggregated 13F filings for Q4 2020.