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
Amundi
76
Amundi
France
$28.1M +$28.8M +514,300 New
WCM
77
Wedge Capital Management
North Carolina
$27.5M -$10.6M -190,466 -27%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$27.5M
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$26.5M +$19.7M +351,836 +262%
LOAMS
80
Lombard Odier Asset Management (Switzerland)
Switzerland
$26M -$1.35M -24,125 -5%
CCMG
81
Clark Capital Management Group
Pennsylvania
$25.6M +$782K +13,993 +3%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$25.6M -$621K -11,115 -2%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$25.3M -$3.6M -64,401 -12%
NIG
84
NFJ Investment Group
Texas
$25.3M -$5.55M -99,234 -18%
SAM
85
Storebrand Asset Management
Norway
$25.2M +$3.11M +55,539 +14%
EDRH
86
Edmond de Rothschild Holding
Switzerland
$25.2M +$12.4M +221,605 +93%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$24.9M +$933K +16,692 +4%
Principal Financial Group
88
Principal Financial Group
Iowa
$24.8M +$2.32M +41,582 +10%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$24.3M -$1.59M -28,484 -6%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$24.2M +$310K +5,548 +1%
Renaissance Technologies
91
Renaissance Technologies
New York
$23.7M +$9.04M +161,700 +59%
BCM
92
Basswood Capital Management
New York
$23.2M +$12.8M +228,329 +116%
WorldQuant Millennium Advisors
93
WorldQuant Millennium Advisors
New York
$22.8M -$1.47M -26,351 -6%
CS
94
Credit Suisse
Switzerland
$22.3M -$4.23M -75,715 -16%
BCM
95
Bridgeway Capital Management
Texas
$22.2M +$44.7K +800 +0.2%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$21.2M -$924K -16,518 -4%
Loomis, Sayles & Company
97
Loomis, Sayles & Company
Massachusetts
$20.9M +$870K +15,561 +4%
WAM
98
Winslow Asset Management
Ohio
$20.8M -$542K -9,687 -2%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$20.4M -$1.45M -25,972 -6%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$20.4M +$647K +11,570 +3%

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.