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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
WAM
101
Winslow Asset Management
Ohio
$17.3M +$368K +8,296 +2%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$16.4M -$2.04M -46,000 -11%
Prudential Financial
103
Prudential Financial
New Jersey
$16.4M -$4.49M -101,392 -21%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$16.4M +$4.29M +96,725 +34%
ZIM
105
Zacks Investment Management
Illinois
$16.1M +$589K +13,294 +4%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$16M +$2.51M +56,589 +18%
EVM
107
Eaton Vance Management
Massachusetts
$15.7M +$2.66K +60 +0%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$15.5M +$15K +338 +0.1%
RPI
109
Railway Pension Investments
United Kingdom
$15.5M +$7.04M +158,900 +79%
CA
110
Capitolis Advisors
New York
$15.4M +$15.8M +357,219 New
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$15.3M -$3.97M -89,496 -20%
Parallax Volatility Advisers
112
Parallax Volatility Advisers
California
$14.6M +$12.9M +291,575 +630%
CAM
113
ClariVest Asset Management
California
$14.4M -$2.09M -47,159 -12%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M +$842K +19,012 +6%
BIC
115
Beach Investment Counsel
Pennsylvania
$13.3M +$8.32M +187,834 +156%
N
116
Natixis
France
$13.1M +$8.62M +194,654 +180%
Adage Capital Partners
117
Adage Capital Partners
Massachusetts
$12.6M +$607K +13,700 +5%
RJA
118
Raymond James & Associates
Florida
$12.4M +$1.58M +35,656 +14%
ACI
119
AMP Capital Investors
Australia
$11.7M +$629K +14,186 +6%
AAF
120
Andra AP-fonden
Sweden
$11.7M +$1.36M +30,600 +13%
AIM
121
Artemis Investment Management
United Kingdom
$11.6M -$579K -13,060 -5%
CSS
122
Cubist Systematic Strategies
Connecticut
$11.6M +$3M +67,681 +33%
QI
123
QS Investors
New York
$11.4M +$39.9K +900 +0.3%
Macquarie Group
124
Macquarie Group
Australia
$11.1M -$48.7K -1,100 -0.4%
DZ Bank
125
DZ Bank
Germany
$10.9M +$5.58M +126,046 +99%

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.