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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
CB
376
Centennial Bank
Arkansas
$1.03M
PF
377
Phoenix Financial
Israel
$1.02M +$22.8K +286 +2%
Cerity Partners
378
Cerity Partners
New York
$1.02M +$1.04K +13 +0.1%
APWM
379
Argonautica Private Wealth Management
Massachusetts
$1.02M
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$1.01M -$15.9K -200 -1%
MWM
381
MorganRosel Wealth Management
Colorado
$995K +$298K +3,739 +39%
II
382
Inspire Investing
Idaho
$992K +$422K +5,295 +65%
VI
383
Versor Investments
New York
$985K +$1.06M +13,300 New
SAI
384
Systematic Alpha Investments
New Jersey
$969K
IC
385
IEQ Capital
California
$968K +$478 +6 +0%
BAAM
386
Baker Avenue Asset Management
California
$960K +$45K +565 +5%
US Bancorp
387
US Bancorp
Minnesota
$936K +$13.9K +175 +1%
SCM
388
Saba Capital Management
New York
$935K -$547K -6,859 -35%
Fuller & Thaler Asset Management
389
Fuller & Thaler Asset Management
California
$933K +$4.78K +60 +0.5%
DFCM
390
Dark Forest Capital Management
Puerto Rico
$930K +$505K +6,330 +102%
JWM
391
Jupiter Wealth Management
Colorado
$923K -$159K -2,000 -15%
MCM
392
MAI Capital Management
Ohio
$914K -$42.3K -531 -4%
MGP
393
Metis Global Partners
California
$912K +$7.81K +98 +0.8%
1WM
394
1900 Wealth Management
Texas
$907K +$291K +3,646 +42%
IPW
395
Inlet Private Wealth
Florida
$900K -$12K -150 -1%
Citadel Advisors
396
Citadel Advisors
Florida
$891K -$18.1M -227,060 -95%
API
397
Advisor Partners II
California
$888K +$14.5K +182 +2%
LA
398
LBP AM
France
$867K +$404K +5,068 +76%
NMERB
399
New Mexico Educational Retirement Board
New Mexico
$862K +$55.8K +700 +6%
IA
400
IFP Advisors
Florida
$852K +$267K +3,353 +41%

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.