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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.56B -$3.98M -71,167 -0.2%
BlackRock
2
BlackRock
New York
$1.36B -$70.1M -1,253,539 -5%
State Street
3
State Street
Massachusetts
$700M +$8.85M +158,251 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$348M -$2.98M -53,213 -0.8%
PI
5
Putnam Investments
Massachusetts
$341M -$1.11M -19,781 -0.3%
LSV Asset Management
6
LSV Asset Management
Illinois
$315M -$18.3M -327,307 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$313M +$803K +14,369 +0.3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$297M +$9.54M +170,716 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$256M +$116M +2,073,823 +79%
Ameriprise
10
Ameriprise
Minnesota
$239M +$504K +9,015 +0.2%
AQR Capital Management
11
AQR Capital Management
Connecticut
$179M +$11.7M +208,601 +7%
Northern Trust
12
Northern Trust
Illinois
$176M -$5.15M -92,050 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$160M -$23.1M -412,871 -12%
Norges Bank
14
Norges Bank
Norway
$154M -$6.3M -112,631 -4%
Invesco
15
Invesco
Georgia
$145M +$511K +9,140 +0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$142M -$38.8M -694,869 -21%
First Trust Advisors
17
First Trust Advisors
Illinois
$130M +$15.5M +276,351 +13%
N
18
Nuveen
North Carolina
$122M +$8.21M +146,816 +7%
Charles Schwab
19
Charles Schwab
California
$117M +$2.07M +37,084 +2%
PPA
20
Parametric Portfolio Associates
Washington
$115M +$848K +15,176 +0.7%
Wells Fargo
21
Wells Fargo
California
$111M -$5.78M -103,427 -5%
Legal & General Group
22
Legal & General Group
United Kingdom
$107M +$4.92M +88,015 +5%
Bank of America
23
Bank of America
North Carolina
$102M +$3.43M +61,323 +3%
AIM
24
Alphinity Investment Management
Australia
$97.8M +$89.5M +1,600,358 +837%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$91.4M +$13.5M +241,488 +17%

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.