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Pultegroup

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: 620653 (+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: 64 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
76
Acadian Asset Management
Massachusetts
$24.1M -$16.2M -365,988 -40%
Two Sigma Investments
77
Two Sigma Investments
New York
$23.9M +$11.4M +256,627 +86%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$23M -$1.52M -34,396 -6%
Axa
79
Axa
France
$22.9M -$2.97M -67,000 -11%
SAM
80
Storebrand Asset Management
Norway
$22.5M +$6.77M +152,716 +41%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$22.2M +$2.6M +58,759 +13%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$21.8M -$1.76M -39,800 -7%
LOAMS
83
Lombard Odier Asset Management (Switzerland)
Switzerland
$21.7M +$5.66M +127,677 +34%
WAM
84
Wilsey Asset Management
California
$21.6M -$179K -4,032 -0.8%
CCMG
85
Clark Capital Management Group
Pennsylvania
$21.4M -$1.1M -24,848 -5%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$21.3M +$864K +19,499 +4%
GT
87
Glenview Trust
Kentucky
$21.3M +$931K +21,009 +4%
SI
88
Scout Investments
Missouri
$21M -$15.9M -359,679 -42%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$20.4M +$161K +3,624 +0.8%
CTA
90
Carillon Tower Advisers
Florida
$19.5M -$12M -270,815 -37%
WorldQuant Millennium Advisors
91
WorldQuant Millennium Advisors
New York
$19.1M
Victory Capital Management
92
Victory Capital Management
Texas
$19.1M -$1.29M -29,054 -6%
BCM
93
Bridgeway Capital Management
Texas
$18.9M -$2.25M -50,800 -10%
Federated Hermes
94
Federated Hermes
Pennsylvania
$18.8M -$31.8M -716,853 -62%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$17.9M -$302K -6,810 -2%
Principal Financial Group
96
Principal Financial Group
Iowa
$17.9M -$8.89M -200,550 -33%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$17.6M -$4.65K -105 -0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.6M -$99.2K -2,238 -0.5%
RA
99
Royce & Associates
New York
$17.5M -$2.19M -49,529 -11%
Rafferty Asset Management
100
Rafferty Asset Management
New York
$17.5M -$1.91M -43,068 -10%

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.