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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
VFO
326
Virtus Family Office
Texas
$1.68M -$6.22K -78 -0.3%
Creative Planning
327
Creative Planning
Kansas
$1.67M -$120K -1,500 -6%
CAN
328
Cetera Advisor Networks
California
$1.66M +$485K +6,081 +37%
OAM
329
Ostrum Asset Management
France
$1.66M -$90.2K -1,132 -5%
AIA
330
Affinity Investment Advisors
California
$1.64M -$207K -2,595 -10%
RIM
331
Redwood Investment Management
Arizona
$1.6M +$24.1K +302 +1%
N
332
Natixis
France
$1.59M -$89.8K -1,126 -5%
PAM
333
Panagora Asset Management
Massachusetts
$1.59M -$6.54K -82 -0.4%
PFO
334
Pathstone Family Office
New Jersey
$1.57M +$1.01M +12,705 +149%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$1.56M +$1.38M +17,284 +462%
YIH
336
Y-Intercept (HK)
Hong Kong
$1.55M +$1.66M +20,881 New
GIBU
337
Gulf International Bank (UK)
United Kingdom
$1.54M -$246K -3,083 -13%
SMDAM
338
Sumitomo Mitsui DS Asset Management
Japan
$1.54M +$7.57K +95 +0.5%
CC
339
Centiva Capital
New York
$1.53M +$1.24M +15,593 +311%
TRSOTSOK
340
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52M
Bank of Nova Scotia
341
Bank of Nova Scotia
Ontario, Canada
$1.51M +$210K +2,638 +15%
BCIM
342
British Columbia Investment Management
British Columbia, Canada
$1.5M -$15.4K -193 -0.9%
TI
343
Tidal Investments
Wisconsin
$1.46M -$460K -5,766 -23%
LAM
344
L2 Asset Management
Massachusetts
$1.46M -$419K -5,258 -99%
CGH
345
Crossmark Global Holdings
Texas
$1.46M +$673K +8,441 +75%
RJT
346
Raymond James Trust
Florida
$1.43M +$28.5K +357 +2%
EMPI
347
Elo Mutual Pension Insurance
Finland
$1.39M +$21.8K +273 +1%
PP
348
Prudential plc
United Kingdom
$1.39M -$212K -2,654 -12%
Daiwa Securities Group
349
Daiwa Securities Group
Japan
$1.38M +$89.8K +1,127 +6%
TRIA
350
Trail Ridge Investment Advisors
Colorado
$1.38M +$9.72K +122 +0.7%

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.