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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$50.2M -$966K -17,281 -2%
Deutsche Bank
52
Deutsche Bank
Germany
$49.3M -$7.45M -133,301 -13%
GPCM
53
Greenbrier Partners Capital Management
Texas
$48.6M
HSBC Holdings
54
HSBC Holdings
United Kingdom
$47.9M -$1.85M -33,015 -4%
PFM
55
Premier Fund Managers
United Kingdom
$45.3M
UBS Group
56
UBS Group
Switzerland
$42.8M +$1.42M +25,313 +3%
Barclays
57
Barclays
United Kingdom
$39.9M +$2.58M +46,224 +7%
GAM
58
Goldentree Asset Management
New York
$39.8M
TAM
59
Todd Asset Management
Kentucky
$39.8M +$110K +1,964 +0.3%
Robeco Institutional Asset Management
60
Robeco Institutional Asset Management
Netherlands
$39.6M -$1.28M -22,967 -3%
PI
61
PGGM Investments
Netherlands
$39.5M -$3.36M -60,022 -8%
CB
62
Commerce Bank
Missouri
$38M +$2.37M +42,318 +6%
RG
63
Rathbones Group
United Kingdom
$37.6M +$10.5M +187,725 +37%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$37.2M +$26.7M +477,823 +235%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$35.4M +$28.2M +504,588 +352%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$34.4M -$422K -7,540 -1%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$34.2M -$2.46M -44,008 -7%
Victory Capital Management
68
Victory Capital Management
Texas
$33.9M +$2.11M +37,688 +6%
Lazard Asset Management
69
Lazard Asset Management
New York
$33.9M +$25M +446,357 +256%
RPI
70
Railway Pension Investments
United Kingdom
$31.7M +$313K +5,600 +1%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$31.7M -$4.61M -82,521 -12%
Toronto Dominion Bank
72
Toronto Dominion Bank
Ontario, Canada
$31.4M +$228K +4,076 +0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.3M +$3.13M +56,015 +11%
Axa
74
Axa
France
$30M +$6M +107,400 +24%
Allianz Asset Management
75
Allianz Asset Management
Germany
$29.6M +$4.79M +85,688 +19%

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.