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Pultegroup
PHM

Overview Fund Activity

692 hedge funds and large institutions have $11.8B invested in Pultegroup in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 224 increasing their positions, 258 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+38
Holders Change %
+5.81%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
112
Increased
224
Reduced
258
Closed
63
Calls
$106M
Puts
$246M
Net Calls
-$139M
Net Calls Change
-$132M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$160M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$210M
3
PI
3
Putnam Investments
Massachusetts
$642M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$43.1M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$41.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$39M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$159M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$188M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
351
Louisiana State Employees Retirement System
Louisiana
$857K – – –
SP
352
Symmetry Partners
Connecticut
$856K – – –
WI
353
WBI Investments
New Jersey
$853K +$853K +14,642 New
Renaissance Technologies
354
Renaissance Technologies
New York
$843K -$769K -13,200 -48%
IIM
355
INTECH Investment Management
Florida
$839K -$24.2K -416 -3%
TWD
356
True Wealth Design
Ohio
$835K -$275K -4,719 -25%
BS
357
Banco Santander
Spain
$835K -$347K -5,949 -29%
KAS
358
Kestra Advisory Services
Texas
$834K +$26.6K +456 +3%
Lazard Asset Management
359
Lazard Asset Management
New York
$833K +$342K +5,876 +70%
BIC
360
Beach Investment Counsel
Pennsylvania
$829K +$829K +14,222 New
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
$825K -$145K -2,488 -15%
CB
362
Centennial Bank
Arkansas
$814K -$13.7K -235 -2%
MGP
363
Metis Global Partners
California
$813K -$122K -2,094 -13%
APWM
364
Argonautica Private Wealth Management
Massachusetts
$804K – – –
CM
365
Capula Management
Cayman Islands
$795K +$795K +13,638 New
Cerity Partners
366
Cerity Partners
New York
$775K +$93.6K +1,600 +14%
MCM
367
MAI Capital Management
Ohio
$766K +$13.3K +229 +2%
SAI
368
Systematic Alpha Investments
New Jersey
$763K +$455K +7,800 +148%
TRCT
369
Tower Research Capital (TRC)
New York
$756K +$484K +8,309 +178%
AWM
370
Apollon Wealth Management
South Carolina
$742K -$141K -2,419 -16%
PF
371
Phoenix Financial
Israel
$729K +$113K +1,942 +18%
VHMC
372
Value Holdings Management Company
New York
$729K -$3.67M -63,000 -83%
US Bancorp
373
US Bancorp
Minnesota
$727K -$29.2K -501 -4%
NB
374
Norinchukin Bank
Japan
$723K +$19.9K +342 +3%
BAM
375
Belpointe Asset Management
Nevada
$720K +$19K +326 +3%
13 14
15
16 17