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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
Parallax Volatility Advisers
301
Parallax Volatility Advisers
California
$1.96M +$2.11M +26,494 +88,313%
Voloridge Investment Management
302
Voloridge Investment Management
Florida
$1.95M -$32.4M -406,774 -94%
IMRF
303
Illinois Municipal Retirement Fund
Illinois
$1.95M +$419K +5,257 +25%
SOADOR
304
State of Alaska Department of Revenue
Alaska
$1.93M -$126K -1,580 -6%
BCM
305
Bridgeway Capital Management
Texas
$1.93M +$7.97K +100 +0.4%
GWM
306
Geneos Wealth Management
Colorado
$1.93M +$181K +2,266 +10%
PFM
307
Patton Fund Management
Texas
$1.92M -$1.43M -17,963 -41%
DGAM
308
Desjardins Global Asset Management
Quebec, Canada
$1.91M +$1.98M +24,874 +2,764%
NAM
309
Nissay Asset Management
Japan
$1.91M +$34.8K +437 +2%
EIP
310
Ellis Investment Partners
Pennsylvania
$1.88M -$197K -2,468 -9%
SL
311
SIB LLC
New York
$1.87M
AWM
312
AE Wealth Management
Kansas
$1.87M +$410K +5,140 +26%
William Blair & Company
313
William Blair & Company
Illinois
$1.84M +$1.63M +20,444 +470%
RWM
314
Ritholtz Wealth Management
New York
$1.82M +$138K +1,727 +8%
IA
315
Icon Advisers
Colorado
$1.81M -$1.49M -18,700 -43%
DIA
316
Dean Investment Associates
Ohio
$1.79M +$246K +3,090 +15%
SP
317
Symmetry Partners
Connecticut
$1.79M
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$1.74M -$740K -9,289 -28%
SGI
319
Summit Global Investments
Utah
$1.74M +$1.88M +23,529 New
EAMA
320
EFG Asset Management (Americas)
Florida
$1.74M -$40.5K -508 -2%
Public Sector Pension Investment Board (PSP Investments)
321
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.74M +$170K +2,132 +10%
TAM
322
Todd Asset Management
Kentucky
$1.74M
BPC
323
Banque Pictet & Cie
Switzerland
$1.74M -$1.27M -15,920 -40%
EC
324
Estate Counselors
Wisconsin
$1.71M -$8.37K -105 -0.5%
PCM
325
Palisade Capital Management
New Jersey
$1.69M +$158K +1,976 +9%

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.