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Pultegroup

629 hedge funds and large institutions have $8.27B invested in Pultegroup in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 225 increasing their positions, 245 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 87.39%87.77% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 245

9% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $101M

4% less funds holding

Funds holding: 653629 (-24)

7% less capital invested

Capital invested by funds: $8.85B → $8.27B (-$583M)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

Holders
629
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
225
Reduced
245
Closed
79
Calls
$91.9M
Puts
$101M
Net Calls
-$9.04M
Net Calls Change
-$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
426
Fox Run Management
Connecticut
$280K -$239K -5,677 -45%
FCI
427
Financial Counselors Inc
Kansas
$280K +$83.6K +1,985 +39%
SWP
428
Stratos Wealth Partners
Ohio
$278K +$12.4K +294 +4%
MCM
429
MAI Capital Management
Ohio
$278K +$37K +879 +14%
RHBC
430
R.H. Bluestein & Co
Michigan
$277K
AIM
431
Anchor Investment Management
South Carolina
$275K -$18.3K -434 -6%
SIC
432
Schwartz Investment Counsel
Michigan
$269K
National Bank of Canada
433
National Bank of Canada
Quebec, Canada
$266K -$3.29K -78 -1%
AAM
434
Advisors Asset Management
Colorado
$266K +$209K +4,962 +284%
AWM
435
AE Wealth Management
Kansas
$264K -$473K -11,228 -63%
ACA
436
Atlas Capital Advisors
Wyoming
$263K -$74.1K -1,759 -21%
BBA
437
Baader Bank Aktiengesellschaft
Germany
$262K +$278K +6,600 New
FA
438
FDx Advisors
Illinois
$260K +$276K +6,556 New
RIA
439
Regal Investment Advisors
Michigan
$259K -$2.44K -58 -0.9%
PCMC
440
Paragon Capital Management (Colorado)
Colorado
$258K +$63.1K +1,499 +30%
SIA
441
Schechter Investment Advisors
Michigan
$256K +$273K +6,476 New
GHA
442
GW Henssler & Associates
Georgia
$255K -$11.7K -277 -4%
PG
443
Patten Group
Tennessee
$255K -$5.1K -121 -2%
FFM
444
Forum Financial Management
Illinois
$252K +$8.8K +209 +3%
HI
445
Horizon Investments
North Carolina
$252K +$268K +6,354 New
MNBTD
446
Moody National Bank Trust Division
Texas
$250K +$266K +6,306 New
IC
447
IEQ Capital
California
$250K +$266K +6,310 New
SW
448
SVB Wealth
Massachusetts
$249K +$265K +6,281 New
LTI
449
Laffer Tengler Investments
Tennessee
$247K
APWA
450
Atlas Private Wealth Advisors
New Jersey
$243K

PHM Hedge Fund Activity: Q2 2022 in Review

629 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2022, worth a combined $8.27B — down 6.6% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of PHM and 66 opened new positions — a net loss of 13 holders — while 245 trimmed existing stakes and 225 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $179M. The largest seller was Fidelity Investments, cutting an estimated $60.2M.

  • 629 institutional investors held Pultegroup (PHM) as of Q2 2022, down from 653 in Q1 2022.
  • Funds reported $8.27B of Pultegroup stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 66 funds opened new Pultegroup positions in Q2 2022 and 79 closed out, a net change of -13 holders.
  • The largest Pultegroup buyer in Q2 2022 was Greenhaven Associates, an estimated $179M added.
  • The largest Pultegroup seller in Q2 2022 was Fidelity Investments, an estimated $60.2M sold.

Based on aggregated 13F filings for Q2 2022.