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Pultegroup
PHM

Overview Fund Activity

707 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+59
Holders Change %
+9.1%
% of All Funds
10.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
133
Increased
217
Reduced
258
Closed
64
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$513M
2
Goldman Sachs
2
Goldman Sachs
New York
$146M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$52.2M
4
PWAG
4
Polaris Wealth Advisory Group
California
$49.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$254M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$98.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$23.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.3M
5
PF
5
Phoenix Financial
Israel
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
376
Advisornet Financial
Minnesota
$787K -$64.5K -1,129 -8%
SIC
377
Samalin Investment Counsel
New York
$781K -$117K -2,054 -13%
CCM
378
Corsair Capital Management
New York
$765K +$765K +13,377 New
RJT
379
Raymond James Trust
Florida
$756K +$67.9K +1,187 +10%
TAM
380
Tocqueville Asset Management
New York
$745K -$50K -875 -6%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$734K +$36.8K +645 +5%
Cetera Investment Advisers
382
Cetera Investment Advisers
Illinois
$734K +$152K +2,651 +26%
SAM
383
Shell Asset Management
Netherlands
$716K -$28.4K -497 -4%
CCG
384
Cypress Capital Group
Florida
$714K -$317K -5,542 -31%
LOAMU
385
Lombard Odier Asset Management (USA)
New York
$711K +$711K +12,438 New
PCS
386
Personal CFO Solutions
New Jersey
$701K -$22.6K -395 -3%
SBIA
387
Sheaff Brock Investment Advisors
Indiana
$697K -$11.4K -200 -2%
RE
388
RBC Europe
United Kingdom
$697K – – –
CCP
389
Corient Capital Partners
California
$694K +$38.2K +667 +6%
BBVA
390
Banco Bilbao Vizcaya Argentaria
Spain
$692K -$392K -6,918 -36%
BMSSC
391
B. Metzler seel. Sohn & Co
Germany
$668K -$986K -17,408 -60%
TC
392
Telemus Capital
Michigan
$655K +$33.3K +582 +5%
IC
393
Intersect Capital
California
$653K +$285K +4,985 +77%
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$651K -$22.7K -398 -3%
JIC
395
Johnson Investment Counsel
Ohio
$650K +$35K +610 +6%
AWA
396
Arete Wealth Advisors
Illinois
$650K +$650K +11,370 New
IFWM
397
Institute for Wealth Management
Colorado
$625K – – –
LMAM
398
Legg Mason Asset Management
Japan
$624K -$31.2K -546 -5%
Thrivent Financial for Lutherans
399
Thrivent Financial for Lutherans
Minnesota
$616K -$19.8K -347 -3%
Neuberger Berman Group
400
Neuberger Berman Group
New York
$607K +$607K +22,327 New
14 15
16
17 18