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Pultegroup

633 hedge funds and large institutions have $7.77B invested in Pultegroup in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

15% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $60.3M

1.8% more ownership

Funds ownership: 87.77%89.58% (+1.8%)

1% more funds holding

Funds holding: 629633 (+4)

6% less capital invested

Capital invested by funds: $8.27B → $7.77B (-$491M)

38% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 287

Holders
633
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
10.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
66
Increased
177
Reduced
287
Closed
54
Calls
$69.3M
Puts
$60.3M
Net Calls
+$9.01M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
401
Yorktown Management & Research Company
Virginia
$341K
CGL
402
Clarius Group LLC
Washington
$340K +$27.3K +650 +8%
CA
403
CoreCap Advisors
Michigan
$338K -$65.9K -1,566 -15%
CAG
404
Csenge Advisory Group
Florida
$338K -$1.05K -25 -0.3%
BAMF
405
BI Asset Management Fondsmaeglerselskab
Denmark
$333K +$373K +8,867 New
MAM
406
Meeder Asset Management
Ohio
$332K -$22.8K -543 -6%
OWA
407
One Wealth Advisors
California
$332K +$7.49K +178 +2%
KAS
408
Kestra Advisory Services
Texas
$329K -$131K -3,112 -26%
Cetera Investment Advisers
409
Cetera Investment Advisers
Illinois
$327K -$32.3K -767 -8%
NMIMC
410
Northwestern Mutual Investment Management Company
Wisconsin
$322K -$37.8K -898 -9%
1WM
411
1900 Wealth Management
Texas
$322K
CC
412
Centiva Capital
New York
$321K +$360K +8,548 New
API
413
Advisor Partners II
California
$314K +$352K +8,372 New
DCM
414
Dupont Capital Management
Delaware
$312K -$169K -4,012 -33%
VRS
415
Virginia Retirement Systems
Virginia
$311K +$349K +8,300 New
KRSITF
416
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$311K +$7.44K +177 +2%
CG
417
Cutler Group
California
$310K -$97.2K -2,310 -22%
CIA
418
Cascade Investment Advisors
Oregon
$310K +$326K +7,760 New
TSS
419
Two Sigma Securities
New York
$309K -$51.4K -1,221 -13%
Citadel Advisors
420
Citadel Advisors
Florida
$308K -$11.2M -265,196 -97%
LFG
421
Larson Financial Group
Missouri
$305K +$302K +7,185 +754%
AA
422
ALPS Advisors
Colorado
$303K +$26K +618 +8%
Group One Trading
423
Group One Trading
Illinois
$302K +$338K +8,044 New
CL
424
CSS LLC
Illinois
$300K
TCA
425
Transcend Capital Advisors
New Jersey
$299K +$2.23K +53 +0.7%

PHM Hedge Fund Activity: Q3 2022 in Review

633 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2022, worth a combined $7.77B — down 5.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PHM positions and 54 closed out — a net gain of 12 holders — while 177 added to existing stakes and 287 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $88.1M. The largest seller was BlackRock, cutting an estimated $43.1M.

  • 633 institutional investors held Pultegroup (PHM) as of Q3 2022, up from 629 in Q2 2022.
  • Funds reported $7.77B of Pultegroup stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 66 funds opened new Pultegroup positions in Q3 2022 and 54 closed out, a net change of +12 holders.
  • The largest Pultegroup buyer in Q3 2022 was Balyasny Asset Management, an estimated $88.1M added.
  • The largest Pultegroup seller in Q3 2022 was BlackRock, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2022.