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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
GPCM
51
Greenbrier Partners Capital Management
Texas
$41.2M
Two Sigma Advisers
52
Two Sigma Advisers
New York
$41M -$14.5M -338,800 -28%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$40.2M -$1.86M -43,399 -5%
CS
54
Credit Suisse
Switzerland
$39.9M -$12.5M -291,864 -25%
SI
55
Scout Investments
Missouri
$39.2M +$3.33M +77,811 +10%
Citigroup
56
Citigroup
New York
$38.1M +$7.32M +171,181 +26%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$38M -$4.02M -94,075 -11%
JAM
58
Jupiter Asset Management
United Kingdom
$37.2M +$34.4M +804,602 New
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$36.3M -$5.68M -132,825 -14%
PFM
60
Premier Fund Managers
United Kingdom
$36.1M +$3.2M +74,710 +10%
TAM
61
Todd Asset Management
Kentucky
$35.7M +$6.25K +146 +0%
Capital Fund Management (CFM)
62
Capital Fund Management (CFM)
France
$34.6M +$22.6M +529,320 +243%
First Trust Advisors
63
First Trust Advisors
Illinois
$34.4M -$1.92M -44,824 -6%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$34.2M +$1.24M +29,058 +4%
CTA
65
Carillon Tower Advisers
Florida
$33.4M +$2.65M +61,975 +9%
American Century Companies
66
American Century Companies
Missouri
$32M -$5.14M -120,189 -15%
SC
67
Samlyn Capital
New York
$31.4M +$29M +678,084 New
PI
68
PGGM Investments
Netherlands
$30.3M
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$30M +$1.01M +23,685 +4%
RCAMU
70
Rothschild & Co Asset Management US
Connecticut
$29.9M -$15.4M -361,088 -36%
Principal Financial Group
71
Principal Financial Group
Iowa
$28.5M -$2.3M -53,652 -8%
AAMU
72
Amundi Asset Management US
Massachusetts
$27.9M +$960K +22,429 +4%
Axa
73
Axa
France
$27.6M -$6.27M -146,559 -20%
WCM
74
Wedge Capital Management
North Carolina
$27.6M +$24.6M +574,520 +2,751%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$26.3M +$386K +9,031 +2%

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.