We are live on ! Find out more
PHM icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B -$25.5M -596,910 -2%
BlackRock
2
BlackRock
New York
$1.06B +$30.3M +708,439 +3%
State Street
3
State Street
Massachusetts
$634M +$28.2M +659,592 +5%
LSV Asset Management
4
LSV Asset Management
Illinois
$335M -$12.4M -289,105 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$288M -$5.2M -121,594 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$245M +$20M +466,710 +10%
PI
7
Putnam Investments
Massachusetts
$226M +$1.57M +36,687 +0.8%
AQR Capital Management
8
AQR Capital Management
Connecticut
$202M -$18.5M -431,570 -9%
AllianceBernstein
9
AllianceBernstein
Tennessee
$201M -$32.4M -757,803 -15%
Ameriprise
10
Ameriprise
Minnesota
$189M -$32.3M -754,946 -16%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$182M -$2.59M -60,638 -2%
Northern Trust
12
Northern Trust
Illinois
$171M +$2.02M +47,194 +1%
Man Group
13
Man Group
United Kingdom
$162M +$68.2M +1,593,974 +83%
Goldman Sachs
14
Goldman Sachs
New York
$136M +$58.7M +1,373,128 +88%
Norges Bank
15
Norges Bank
Norway
$136M -$4.01M -93,765 -3%
Invesco
16
Invesco
Georgia
$130M -$6M -140,286 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$107M +$30.2M +705,916 +42%
Bank of America
18
Bank of America
North Carolina
$104M +$34.8M +813,825 +57%
PPA
19
Parametric Portfolio Associates
Washington
$103M -$970K -22,672 -1%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$102M -$11.1M -260,206 -11%
Wells Fargo
21
Wells Fargo
California
$101M -$19.9M -466,284 -18%
Charles Schwab
22
Charles Schwab
California
$99.3M -$4.39M -102,595 -5%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$95.4M +$49.4M +1,154,229 +127%
GA
24
Greenhaven Associates
New York
$94.7M -$137M -3,204,291 -61%
Legal & General Group
25
Legal & General Group
United Kingdom
$89.7M -$3.75M -87,548 -4%

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.