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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
IGAM
351
iA Global Asset Management
Quebec, Canada
$1.35M +$27.7K +347 +2%
DZ Bank
352
DZ Bank
Germany
$1.35M
KRS
353
Kentucky Retirement Systems
Kentucky
$1.32M -$4.86K -61 -0.3%
SEC
354
Seven Eight Capital
New York
$1.31M +$1.41M +17,724 New
RFG
355
Range Financial Group
Oregon
$1.3M +$80K +1,004 +6%
CANY
356
Caxton Associates (New York)
New York
$1.29M +$1.39M +17,445 New
ASN
357
Advisory Services Network
Georgia
$1.27M -$40.2K -504 -3%
Baird Financial Group
358
Baird Financial Group
Wisconsin
$1.27M +$430K +5,396 +46%
MSRPS
359
Maryland State Retirement & Pension System
Maryland
$1.25M
VI
360
Vestcor Inc
New Brunswick, Canada
$1.22M +$882K +11,067 +203%
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
$1.21M -$444K -5,572 -25%
JMPWA
362
JP Morgan Private Wealth Advisors
California
$1.2M -$107K -1,346 -8%
DF
363
Donoghue Forlines
Massachusetts
$1.2M +$1.29M +16,176 New
HWAM
364
Hennion & Walsh Asset Management
New Jersey
$1.18M -$364K -4,567 -22%
TNBTD
365
Trustmark National Bank Trust Department
Mississippi
$1.17M +$1.26M +15,799 New
SAM
366
Securian Asset Management
Minnesota
$1.17M -$190K -2,382 -13%
HIMCH
367
Hartford Investment Management Co (HIMCO)
Connecticut
$1.13M -$60K -753 -5%
AI
368
AXS Investments
New York
$1.12M -$184K -2,312 -13%
MAM
369
Mastrapasqua Asset Management
Tennessee
$1.12M -$7.81K -98 -0.6%
KAS
370
Kestra Advisory Services
Texas
$1.11M +$394K +4,945 +49%
KI
371
Kapitalo Investimentos
Brazil
$1.11M +$991K +12,430 +489%
WG
372
Winton Group
United Kingdom
$1.11M -$69.6K -873 -6%
BCV
373
Banque Cantonale Vaudoise
Switzerland
$1.09M -$176K -2,210 -13%
N
374
Numerai
California
$1.06M -$1.83M -22,928 -61%
DCM
375
Dean Capital Management
Kansas
$1.06M +$1.14M +14,328 New

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.