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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
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$26M +$7.77M +181,598 +48%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$25.5M -$16.2M -378,242 -41%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$25.3M -$168K -3,938 -0.7%
CGM
79
Capital Growth Management
Massachusetts
$24.8M -$4.49M -105,000 -16%
CT
80
CGM Trust
Massachusetts
$24.8M +$22.9M +535,000 New
CCMG
81
Clark Capital Management Group
Pennsylvania
$24.2M -$5.7M -133,291 -20%
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$23.8M -$9.39M -219,499 -30%
WAM
83
Wilsey Asset Management
California
$23.4M -$333K -7,783 -2%
Teacher Retirement System of Texas
84
Teacher Retirement System of Texas
Texas
$23.3M +$1.26M +29,370 +6%
BCM
85
Bridgeway Capital Management
Texas
$22.7M -$16M -373,800 -43%
Prudential Financial
86
Prudential Financial
New Jersey
$22.3M +$6.3M +147,236 +44%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$22M -$70.9K -1,656 -0.3%
Victory Capital Management
88
Victory Capital Management
Texas
$21.9M -$3.28M -76,761 -14%
GT
89
Glenview Trust
Kentucky
$21.9M +$2.22M +51,861 +12%
PF
90
Phoenix Financial
Israel
$21.9M
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$21.7M -$1.22M -28,629 -6%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$21.7M +$6.48M +151,532 +50%
RA
93
Royce & Associates
New York
$21.1M -$1.28M -29,932 -6%
Rafferty Asset Management
94
Rafferty Asset Management
New York
$20.8M +$3.88M +90,713 +25%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$20.6M -$1.73M -40,391 -8%
WorldQuant Millennium Advisors
96
WorldQuant Millennium Advisors
New York
$20.5M +$294K +6,881 +2%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$19.7M -$2.32M -54,300 -11%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$19.5M +$69.4K +1,623 +0.4%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$19.5M +$14.8M +345,673 +459%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$19.2M -$19M -444,476 -52%

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.