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Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
401
Occudo Quantitative Strategies
Florida
$416K -$214K -4,312 -30%
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$414K -$74.4K -1,499 -13%
ECM
403
ExodusPoint Capital Management
New York
$406K +$201K +4,057 +72%
RIM
404
Redpoint Investment Management
Australia
$404K
IC
405
Intersect Capital
California
$389K -$106K -2,134 -19%
BFS
406
Bradley Foster & Sargent
Connecticut
$384K -$50 -1 -0%
MAM
407
Meeder Asset Management
Ohio
$383K +$194K +3,917 +75%
YMRC
408
Yorktown Management & Research Company
Virginia
$381K
BL
409
Balentine LLC
Georgia
$378K +$209K +4,206 +87%
AP
410
Advisor Partners
California
$373K -$23.1K -466 -5%
PF
411
Phoenix Financial
Israel
$372K -$3.72K -75 -0.8%
OA
412
Oak Associates
Ohio
$371K
WG
413
Winton Group
United Kingdom
$365K -$337K -6,798 -44%
1WM
414
1900 Wealth Management
Texas
$360K
SIC
415
Samalin Investment Counsel
New York
$355K -$258K -5,201 -38%
SWM
416
Spire Wealth Management
Virginia
$353K -$11.6M -234,589 -97%
ACA
417
Atlas Capital Advisors
Wyoming
$352K -$10.6K -214 -2%
VCA
418
Verdence Capital Advisors
Maryland
$351K +$138K +2,783 +50%
M&T Bank
419
M&T Bank
New York
$340K -$113K -2,286 -22%
AWS
420
Atria Wealth Solutions
New York
$335K +$396K +7,988 New
BAM
421
Blueshift Asset Management
New Jersey
$334K +$395K +7,970 New
TCA
422
Transcend Capital Advisors
New Jersey
$331K
CGH
423
Crossmark Global Holdings
Texas
$331K +$13.4K +270 +4%
RWM
424
Ritholtz Wealth Management
New York
$329K +$390K +7,856 New
UA
425
Unison Advisors
District of Columbia
$328K +$386K +7,787 New

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.