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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
AWM
401
Apollon Wealth Management
South Carolina
$842K -$75.3K -944 -8%
BPA
402
Beacon Pointe Advisors
California
$821K +$57.8K +725 +7%
SCM
403
Saber Capital Management
North Carolina
$817K -$1.99K -25 -0.2%
TC
404
Telemus Capital
Michigan
$805K -$26.4K -331 -3%
CAG
405
Csenge Advisory Group
Florida
$794K +$118K +1,479 +16%
TWD
406
True Wealth Design
Ohio
$792K -$204K -2,556 -19%
JSL
407
JT Stratford LLC
Georgia
$790K +$850K +10,666 New
Wolverine Trading
408
Wolverine Trading
Illinois
$788K -$2.6M -32,659 -75%
DILIC
409
Dai-ichi Life Insurance Company
Japan
$787K +$847K +10,631 New
CCA
410
Checchi Capital Advisers
California
$786K -$28.8K -361 -3%
IFWM
411
Institute for Wealth Management
Colorado
$778K -$1.12K -14 -0.1%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$774K +$208K +2,609 +33%
UA
413
Unison Advisors
District of Columbia
$774K +$1.59K +20 +0.2%
UB
414
UMB Bank
Missouri
$767K
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$763K
FIM
416
Freedom Investment Management
Connecticut
$759K +$321K +4,033 +65%
OWA
417
Outlook Wealth Advisors
Texas
$753K +$810K +10,163 New
FF
418
Friedenthal Financial
New Jersey
$750K +$12.6K +158 +2%
NSEDCP
419
NJ State Employees Deferred Compensation Plan
New Jersey
$741K
WCM
420
Washington Capital Management
Washington
$741K
NA
421
NewEdge Advisors
Louisiana
$730K -$264K -3,315 -25%
CM
422
Caption Management
Oklahoma
$726K +$582K +7,300 +292%
Bessemer Group
423
Bessemer Group
New Jersey
$724K +$118K +1,475 +18%
CCG
424
Cypress Capital Group
Florida
$723K +$778K +9,765 New
SCA
425
Snowden Capital Advisors
New York
$723K -$84.4K -1,059 -10%

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.