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Pultegroup

629 hedge funds and large institutions have $8.27B invested in Pultegroup in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 225 increasing their positions, 245 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 87.39%87.77% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 245

9% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $101M

4% less funds holding

Funds holding: 653629 (-24)

7% less capital invested

Capital invested by funds: $8.85B → $8.27B (-$583M)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

Holders
629
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
225
Reduced
245
Closed
79
Calls
$91.9M
Puts
$101M
Net Calls
-$9.04M
Net Calls Change
-$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
326
Checchi Capital Advisers
California
$701K +$17.1K +407 +3%
KRS
327
Kentucky Retirement Systems
Kentucky
$699K +$75.3K +1,787 +11%
BCI
328
Brinker Capital Investments
Pennsylvania
$690K +$30.4K +721 +4%
Creative Planning
329
Creative Planning
Kansas
$681K -$207K -4,914 -22%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$668K -$29.5K -700 -4%
SF
331
Synovus Financial
Georgia
$655K +$28.2K +669 +4%
AWM
332
Apollon Wealth Management
South Carolina
$654K +$124K +2,938 +22%
MGP
333
Metis Global Partners
California
$652K +$382K +9,075 +123%
BL
334
Balentine LLC
Georgia
$642K +$302K +7,169 +79%
PCM
335
Penserra Capital Management
California
$639K -$122K -2,898 -15%
EF
336
Empirical Finance
Pennsylvania
$635K +$448K +10,631 +197%
RWM
337
Ritholtz Wealth Management
New York
$632K +$341K +8,086 +103%
SMDAM
338
Sumitomo Mitsui DS Asset Management
Japan
$619K -$4.51K -107 -0.7%
Daiwa Securities Group
339
Daiwa Securities Group
Japan
$615K +$4.04K +96 +0.6%
SW
340
SteelPeak Wealth
California
$599K +$211K +5,000 +50%
US Bancorp
341
US Bancorp
Minnesota
$595K +$26.5K +629 +4%
IIM
342
INTECH Investment Management
Florida
$589K +$626K +14,858 New
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$587K +$10.2K +241 +2%
TAM
344
Tocqueville Asset Management
New York
$575K -$58.2K -1,381 -9%
HWAM
345
Hennion & Walsh Asset Management
New Jersey
$568K -$124K -2,948 -17%
ASN
346
Advisory Services Network
Georgia
$568K +$157K +3,716 +35%
MLICM
347
Metropolitan Life Insurance Company (MetLife)
New York
$567K -$43.5K -1,033 -7%
AIM
348
Achmea Investment Management
Netherlands
$566K
NMERB
349
New Mexico Educational Retirement Board
New Mexico
$544K -$29.5K -700 -5%
QCM
350
Quantinno Capital Management
New York
$544K +$263K +6,234 +83%

PHM Hedge Fund Activity: Q2 2022 in Review

629 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2022, worth a combined $8.27B — down 6.6% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of PHM and 66 opened new positions — a net loss of 13 holders — while 245 trimmed existing stakes and 225 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $179M. The largest seller was Fidelity Investments, cutting an estimated $60.2M.

  • 629 institutional investors held Pultegroup (PHM) as of Q2 2022, down from 653 in Q1 2022.
  • Funds reported $8.27B of Pultegroup stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 66 funds opened new Pultegroup positions in Q2 2022 and 79 closed out, a net change of -13 holders.
  • The largest Pultegroup buyer in Q2 2022 was Greenhaven Associates, an estimated $179M added.
  • The largest Pultegroup seller in Q2 2022 was Fidelity Investments, an estimated $60.2M sold.

Based on aggregated 13F filings for Q2 2022.