Pultegroup
710 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 218 increasing their positions, 259 reducing their positions, and 65 closing their positions.
106% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 65
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
23% more capital invested
Capital invested by funds: $10.1B → $12.4B (+$2.32B)
9% more funds holding
Funds holding: 651 → 710 (+59)
1.39% more ownership
Funds ownership: 84.97% → 86.36% (+1.4%)
6% less call options, than puts
Call options by funds: $112M | Put options by funds: $119M
16% less repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 259
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$136M |
| 2 |
Goldman Sachs
New York
|
+$54.5M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$46.8M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$44.3M |
| 5 |
Bank of New York Mellon
New York
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$71M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$55M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$53.2M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$44.1M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$38.1M |
PHM Hedge Fund Activity: Q4 2021 in Review
710 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2021, worth a combined $12.4B — up 23% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new PHM positions and 65 closed out — a net gain of 69 holders — while 218 added to existing stakes and 259 trimmed.
The largest buyer was Putnam Investments, adding an estimated $136M. The largest seller was AQR Capital Management, cutting an estimated $71M.
- 710 institutional investors held Pultegroup (PHM) as of Q4 2021, up from 651 in Q3 2021.
- Funds reported $12.4B of Pultegroup stock for Q4 2021, up 23% quarter-over-quarter.
- 134 funds opened new Pultegroup positions in Q4 2021 and 65 closed out, a net change of +69 holders.
- The largest Pultegroup buyer in Q4 2021 was Putnam Investments, an estimated $136M added.
- The largest Pultegroup seller in Q4 2021 was AQR Capital Management, an estimated $71M sold.
Based on aggregated 13F filings for Q4 2021.