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Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
301
TrustCore Financial Services
Tennessee
$1.06M +$424K +8,546 +51%
SL
302
SIB LLC
New York
$1.06M
Public Employees Retirement Association of Colorado
303
Public Employees Retirement Association of Colorado
Colorado
$1.02M -$577K -11,633 -32%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$1.01M +$6.95K +140 +0.6%
QT
305
Quantbot Technologies
New York
$1.01M +$1.19M +24,068 New
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$1.01M -$95.6K -1,926 -7%
FAM
307
Fulcrum Asset Management
United Kingdom
$1.01M
Voloridge Investment Management
308
Voloridge Investment Management
Florida
$998K -$30.5M -614,521 -96%
DADC
309
D.A. Davidson & Co
Montana
$985K +$142K +2,862 +14%
GFG
310
Greystone Financial Group
Michigan
$982K +$102K +2,064 +10%
TNBTD
311
Trustmark National Bank Trust Department
Mississippi
$979K +$1.16M +23,360 New
KCM
312
Kennedy Capital Management
Missouri
$968K +$167K +3,369 +17%
CFS
313
Capital Financial Services
New York
$955K
PNC Financial Services Group
314
PNC Financial Services Group
Pennsylvania
$945K +$19K +382 +2%
NB
315
Norinchukin Bank
Japan
$941K +$50.7K +1,021 +5%
Creative Planning
316
Creative Planning
Kansas
$926K -$80.7K -1,627 -7%
BCV
317
Banque Cantonale Vaudoise
Switzerland
$909K -$1.19K -24 -0.1%
MYIA
318
Mount Yale Investment Advisors
Colorado
$900K +$87.2K +1,757 +9%
PCM
319
Palouse Capital Management
Washington
$891K -$16.7K -337 -2%
AC
320
Avestar Capital
New York
$885K -$111K -2,242 -10%
LOIM
321
Liberty One Investment Management
Illinois
$873K -$33K -665 -3%
PAS
322
Park Avenue Securities
New York
$864K +$77.8K +1,567 +8%
PP
323
Paloma Partners
Connecticut
$862K +$1.02M +20,568 New
SAM
324
Securian Asset Management
Minnesota
$846K -$36K -726 -3%
EMPI
325
Elo Mutual Pension Insurance
Finland
$825K +$1.49K +30 +0.2%

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.