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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
SIA
426
Strategic Investment Advisors
Michigan
$723K +$778K +9,757 New
PCM
427
Penserra Capital Management
California
$722K -$43.8K -550 -5%
BFS
428
Bradley Foster & Sargent
Connecticut
$712K
VA
429
Vident Advisory
Georgia
$697K +$750K +9,412 New
ACA
430
Atlas Capital Advisors
Wyoming
$695K +$19.8K +248 +3%
APG Asset Management
431
APG Asset Management
Netherlands
$694K +$7.97K +100 +1%
PCM
432
Prelude Capital Management
New York
$688K -$558K -7,006 -43%
MLICM
433
Metropolitan Life Insurance Company (MetLife)
New York
$672K -$51.7K -648 -7%
CL
434
CSS LLC
Illinois
$666K +$478K +6,000 +200%
CAM
435
Cidel Asset Management
Ontario, Canada
$664K -$14.5M -182,490 -95%
CP
436
CenterBook Partners
Connecticut
$662K +$713K +8,940 New
BL
437
Balentine LLC
Georgia
$659K -$128K -1,600 -15%
CWP
438
Concord Wealth Partners
Virginia
$652K +$214K +2,688 +44%
SC
439
Savant Capital
Illinois
$652K -$309K -3,877 -31%
PL
440
Perpetual Ltd
Australia
$647K -$991K -12,432 -59%
NB
441
Norinchukin Bank
Japan
$624K -$737K -9,242 -52%
PA
442
Pinnacle Associates
New York
$623K -$70K -878 -9%
APC
443
Aspire Private Capital
North Carolina
$609K +$646K +8,104 +6,926%
TMAM
444
Tokio Marine Asset Management
Japan
$602K +$207K +2,600 +47%
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
$601K +$648K +8,123 New
CIA
446
Cascade Investment Advisors
Oregon
$595K +$17.9K +225 +3%
KRSITF
447
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$591K -$2.15K -27 -0.3%
EF
448
Empirical Finance
Pennsylvania
$587K +$52K +652 +9%
TCA
449
Transcend Capital Advisors
New Jersey
$584K -$6.14K -77 -1%
PFA
450
Petra Financial Advisors
Colorado
$584K +$629K +7,887 New

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.