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Pultegroup

759 hedge funds and large institutions have $14.9B invested in Pultegroup in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 278 increasing their positions, 275 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 275

0.26% more ownership

Funds ownership: 90.46%90.72% (+0.26%)

1% less funds holding

Funds holding: 765759 (-6)

5% less capital invested

Capital invested by funds: $15.7B → $14.9B (-$804M)

11% less call options, than puts

Call options by funds: $435M | Put options by funds: $489M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
759
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
12.05%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
94
Increased
278
Reduced
275
Closed
91
Calls
$435M
Puts
$489M
Net Calls
-$54.4M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
251
Hendershot Investments
Virginia
$3.11M -$2.6M -32,616 -44%
QCM
252
Quantinno Capital Management
New York
$3.09M +$182K +2,283 +6%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$3.07M +$1.36M +17,029 +70%
KBC Group
254
KBC Group
Belgium
$3.01M +$1.51M +18,989 +88%
Kovitz Investment Group Partners
255
Kovitz Investment Group Partners
Illinois
$2.94M -$174K -2,189 -5%
CWM
256
CIBC World Markets
New York
$2.92M -$1.27M -15,983 -29%
LFAS
257
Level Four Advisory Services
Texas
$2.91M +$26.5K +332 +0.9%
Schroder Investment Management Group
258
Schroder Investment Management Group
United Kingdom
$2.89M -$229K -2,871 -7%
CNB
259
Czech National Bank
Czech Republic
$2.84M +$951K +11,929 +45%
VanEck Associates
260
VanEck Associates
New York
$2.84M +$119K +1,493 +4%
JFG
261
Jefferies Financial Group
New York
$2.83M +$1.52M +19,100 +100%
MLM
262
Mount Lucas Management
Pennsylvania
$2.81M -$171K -2,141 -5%
URS
263
Utah Retirement Systems
Utah
$2.78M -$39.9K -500 -1%
CB
264
Commerce Bank
Missouri
$2.75M -$119K -1,494 -4%
YCM
265
Yousif Capital Management
Michigan
$2.74M -$163K -2,049 -5%
MML Investors Services
266
MML Investors Services
Massachusetts
$2.6M +$195K +2,451 +8%
LFG
267
Larson Financial Group
Missouri
$2.6M +$31.8K +399 +1%
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$2.6M +$125K +1,566 +5%
1832 Asset Management
269
1832 Asset Management
Ontario, Canada
$2.52M -$47.4K -595 -2%
MA
270
Montag & Associates
Georgia
$2.49M -$492K -6,166 -16%
M&T Bank
271
M&T Bank
New York
$2.45M +$1.38M +17,270 +109%
WIS
272
Wright Investors Service
Connecticut
$2.44M -$935K -11,728 -26%
KAM
273
Karani Asset Management
New York
$2.43M -$1.53M -19,157 -37%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$2.41M -$128K -1,609 -5%
AWA
275
Arete Wealth Advisors
Illinois
$2.41M +$2.59M +32,551 New

PHM Hedge Fund Activity: Q3 2023 in Review

759 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2023, worth a combined $14.9B — down 5.1% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PHM positions and 91 closed out — a net gain of 3 holders — while 278 added to existing stakes and 275 trimmed.

The largest buyer was Squarepoint, adding an estimated $78.9M. The largest seller was Harris Associates, cutting an estimated $160M.

  • 759 institutional investors held Pultegroup (PHM) as of Q3 2023, down from 765 in Q2 2023.
  • Funds reported $14.9B of Pultegroup stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 94 funds opened new Pultegroup positions in Q3 2023 and 91 closed out, a net change of +3 holders.
  • The largest Pultegroup buyer in Q3 2023 was Squarepoint, an estimated $78.9M added.
  • The largest Pultegroup seller in Q3 2023 was Harris Associates, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.