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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
AAF
126
Andra AP-fonden
Sweden
$11.1M +$1.67M +39,100 +19%
AG
127
Aperio Group
California
$10.8M -$182K -4,249 -2%
SEI Investments
128
SEI Investments
Pennsylvania
$10.3M -$1.85M -43,249 -16%
MSL
129
Mackay Shields LLC
New York
$10.1M -$7.75M -181,224 -45%
Barclays
130
Barclays
United Kingdom
$10M +$467K +10,908 +5%
BAM
131
Berkshire Asset Management
Pennsylvania
$9.93M -$66K -1,542 -0.7%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$9.72M +$233K +5,440 +3%
CSS
133
Cubist Systematic Strategies
Connecticut
$9.36M -$8.22M -192,068 -49%
RPI
134
Railway Pension Investments
United Kingdom
$9.29M
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
$9.23M -$11.6K -270 -0.1%
SCM
136
Snow Capital Management
Pennsylvania
$9M -$1.48M -34,579 -15%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.99M +$1.28M +29,951 +18%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$8.84M -$2.07M -48,458 -20%
CM
139
Churchill Management
California
$8.61M +$7.96M +186,077 New
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$8.56M -$488K -11,400 -6%
H
141
Hexavest
Quebec, Canada
$8.49M -$817K -19,097 -9%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$8.37M -$237K -5,530 -3%
WBC
143
Westpac Banking Corp
Australia
$8.28M +$2.05M +47,917 +37%
Aberdeen Group
144
Aberdeen Group
United Kingdom
$8.17M +$1.26M +29,520 +20%
SO
145
STRS Ohio
Ohio
$8.06M -$50.3K -1,176 -0.7%
WMSA
146
Weiss Multi-Strategy Advisers
New York
$8.03M -$13.9M -324,407 -65%
BCM
147
BTC Capital Management
Iowa
$7.96M +$142K +3,316 +2%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$7.75M +$467K +10,909 +7%
Truist Financial
149
Truist Financial
North Carolina
$7.66M -$265K -6,196 -4%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$7.5M +$1.29M +30,241 +23%

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.