Pultegroup
PHM
765 hedge funds and large institutions have $15.7B invested in Pultegroup in 2023 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 236 increasing their positions, 300 reducing their positions, and 50 closing their positions.
144% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 50
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
32% more capital invested
Capital invested by funds: $11.8B → $15.7B (+$3.81B)
23% more call options, than puts
Call options by funds: $488M | Put options by funds: $396M
10% more funds holding
Funds holding: 695 → 765 (+70)
1.43% less ownership
Funds ownership: 91.89% → 90.46% (-1.4%)
21% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 300
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$121M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$111M |
| 3 |
BlackRock
New York
|
+$81.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$66.8M |
| 5 |
Man Group
London,
United Kingdom
|
+$65.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$281M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$176M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$170M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$139M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$121M |
PHM Hedge Fund Activity: Q2 2023 in Review
765 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2023, worth a combined $15.7B — up 32% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new PHM positions and 50 closed out — a net gain of 72 holders — while 236 added to existing stakes and 300 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $121M. The largest seller was Envestnet Asset Management, cutting an estimated $281M.
- 765 institutional investors held Pultegroup (PHM) as of Q2 2023, up from 695 in Q1 2023.
- Funds reported $15.7B of Pultegroup stock for Q2 2023, up 32% quarter-over-quarter.
- 122 funds opened new Pultegroup positions in Q2 2023 and 50 closed out, a net change of +72 holders.
- The largest Pultegroup buyer in Q2 2023 was Fidelity Investments, an estimated $121M added.
- The largest Pultegroup seller in Q2 2023 was Envestnet Asset Management, an estimated $281M sold.
Based on aggregated 13F filings for Q2 2023.