We are live on ! Find out more
PHM icon

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
LFG
626
Larson Financial Group
Missouri
$10K +$10.4K +186 New
TAIM
627
TD Ameritrade Investment Management
Nebraska
$9K -$1.51K -27 -15%
BWM
628
Baystate Wealth Management
Massachusetts
$9K
EARNEST Partners
629
EARNEST Partners
Georgia
$9K
TWA
630
TCI Wealth Advisors
Arizona
$9K
APC
631
Aspire Private Capital
North Carolina
$8K -$8.16K -146 -51%
FHC
632
First Horizon Corporation
Tennessee
$8K
WWMSC
633
Wagner Wealth Management (South Carolina)
South Carolina
$8K
SWM
634
Sugarloaf Wealth Management
Georgia
$7K -$2.68K -48 -28%
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$7K
GAM
636
Gemmer Asset Management
California
$7K
VRM
637
Vectors Research Management
New York
$7K
WPA
638
West Paces Advisors
Georgia
$6.77K +$1.34K +24 +24%
WWM
639
Wolff Wiese Magana
California
$6K
EW
640
Evoke Wealth
California
$5K -$1.12K -20 -18%
M
641
MOTCO
Texas
$5K
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$5K +$3.02K +54 +126%
CCC
643
Crescent Capital Consulting
Louisiana
$5K +$4.81K +86 New
LF
644
Lee Financial
Texas
$5K +$5.26K +94 New
Nisa Investment Advisors
645
Nisa Investment Advisors
Missouri
$4.53K -$580K -10,365 -11%
AIG
646
American International Group
New York
$4.47K -$72K -1,288 -2%
FMP
647
Financial Management Professionals
Texas
$4K +$2.07K +37 +86%
WP
648
Waycross Partners
Kentucky
$3K -$3.58M -64,117 -100%
BWA
649
BDO Wealth Advisors
Florida
$3K
DA
650
Denali Advisors
California
$3K

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.