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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24B -$16.1M -363,211 -1%
BlackRock
2
BlackRock
New York
$1.02B +$37.9M +854,976 +4%
State Street
3
State Street
Massachusetts
$563M -$27.8M -628,042 -5%
LSV Asset Management
4
LSV Asset Management
Illinois
$290M -$22M -497,600 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$270M +$1.4M +31,686 +0.5%
PI
6
Putnam Investments
Massachusetts
$250M +$40.2M +906,814 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$242M +$13.5M +305,791 +6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$186M -$1.67M -37,619 -0.9%
Ameriprise
9
Ameriprise
Minnesota
$185M +$9.84M +222,135 +5%
AQR Capital Management
10
AQR Capital Management
Connecticut
$166M -$23.5M -530,317 -12%
Northern Trust
11
Northern Trust
Illinois
$154M -$5.53M -124,877 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$142M -$28.7M -647,831 -16%
LPC
13
Long Pond Capital
New York
$138M +$142M +3,196,737 New
Norges Bank
14
Norges Bank
Norway
$127M +$433K +9,767 +0.3%
N
15
Nuveen
North Carolina
$110M +$33.1M +746,687 +42%
Man Group
16
Man Group
United Kingdom
$108M -$44.2M -997,320 -28%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$107M +$35.8M +806,996 +48%
Wells Fargo
18
Wells Fargo
California
$105M +$11.3M +254,251 +12%
Invesco
19
Invesco
Georgia
$97.7M -$23.9M -539,702 -19%
Bank of America
20
Bank of America
North Carolina
$94.3M -$2.2M -49,700 -2%
PPA
21
Parametric Portfolio Associates
Washington
$93.3M -$3.01M -67,868 -3%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$88.5M -$6.48M -146,363 -7%
Millennium Management
23
Millennium Management
New York
$87.7M +$22.3M +504,137 +33%
Legal & General Group
24
Legal & General Group
United Kingdom
$83.7M +$144K +3,245 +0.2%
Charles Schwab
25
Charles Schwab
California
$83.5M -$9.25M -208,815 -10%

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.