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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
EVM
101
Eaton Vance Management
Massachusetts
$20.3M +$302K +5,402 +1%
Rafferty Asset Management
102
Rafferty Asset Management
New York
$20.2M +$2.29M +41,012 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
103
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.6M +$19.7M +351,795 +4,678%
PI
104
PEAK6 Investments
Illinois
$19.4M -$7.31M -130,754 -27%
RA
105
Royce & Associates
New York
$19.1M -$760K -13,600 -4%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$18.8M +$17.8M +317,657 +1,199%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$18.2M +$894K +15,986 +5%
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$17.8M -$14.2M -253,720 -44%
RJA
109
Raymond James & Associates
Florida
$17.7M +$1.56M +27,936 +9%
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$17.1M +$14.3M +255,681 +450%
SG Americas Securities
111
SG Americas Securities
New York
$16.3M +$15.9M +285,180 +1,994%
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.2M -$647K -11,575 -4%
AssetMark Inc
113
AssetMark Inc
California
$15.9M -$25.2M -451,549 -61%
CAM
114
ClariVest Asset Management
California
$15.8M -$761K -13,617 -4%
Adage Capital Partners
115
Adage Capital Partners
Massachusetts
$15.7M -$386K -6,900 -2%
BA
116
Bridgewater Associates
Connecticut
$15.6M +$456K +8,148 +3%
Capital Fund Management (CFM)
117
Capital Fund Management (CFM)
France
$15M -$9.11M -163,013 -37%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$14.9M -$11.5M -205,300 -43%
QI
119
QS Investors
New York
$14.8M -$412K -7,365 -3%
ZIM
120
Zacks Investment Management
Illinois
$14.8M -$5.64M -100,874 -27%
CAMG
121
CWA Asset Management Group
Florida
$14.8M +$1.45M +25,942 +11%
JAM
122
Jupiter Asset Management
United Kingdom
$14.5M +$12.4M +222,217 +519%
BAM
123
Blueshift Asset Management
New Jersey
$14.2M +$14.5M +260,032 New
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2M +$326K +5,839 +2%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$14.1M -$21.9K -392 -0.2%

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.