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Pultegroup
PHM

Overview Fund Activity

651 hedge funds and large institutions have $8.82B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 217 increasing their positions, 254 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-56
Holders Change %
-7.92%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
217
Reduced
254
Closed
122
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$184M
2
First Trust Advisors
First Trust Advisors
Illinois
+$46.2M
3
Invesco
Invesco
Georgia
+$40.7M
4
WCM
Wedge Capital Management
North Carolina
+$36.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$24M

Top Sellers

1
AL
Appaloosa LP
New Jersey
-$82.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$79.6M
3
State Street
State Street
Massachusetts
-$59.7M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$52.2M
5
PWAG
Polaris Wealth Advisory Group
California
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
451
Fortem Financial Group
California
$274K -$35.6K -850 -11%
Qube Research & Technologies (QRT)
452
Qube Research & Technologies (QRT)
United Kingdom
$266K +$266K +6,342 New
DA
453
Doliver Advisors
Texas
$266K +$266K +6,350 New
MWM
454
Midwest Wealth Management
Indiana
$261K +$261K +6,238 New
LTI
455
Laffer Tengler Investments
Tennessee
$261K -$368K -8,774 -58%
MCM
456
MAI Capital Management
Ohio
$257K -$111K -2,644 -30%
FFM
457
Forum Financial Management
Illinois
$257K – – –
APWA
458
Atlas Private Wealth Advisors
New Jersey
$257K +$18.8K +449 +8%
CL
459
CSS LLC
Illinois
$252K – – –
PG
460
Patten Group
Tennessee
$250K -$32.5K -777 -12%
KPWS
461
Kestra Private Wealth Services
Texas
$250K -$29.5K -705 -11%
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$248K +$5.25K +125 +2%
Fuller & Thaler Asset Management
463
Fuller & Thaler Asset Management
California
$247K -$47.3K -1,130 -16%
BIAS
464
Beacon Investment Advisory Services
New Jersey
$242K -$963 -23 -0.4%
GT
465
Greenleaf Trust
Michigan
$241K -$30.3K -722 -11%
AT
466
American Trust
Kentucky
$241K -$7.85K -187 -3%
EI
467
Ellevest Inc
New York
$241K +$45.2K +1,080 +23%
ET
468
Equitable Trust
Tennessee
$239K -$170K -4,065 -42%
NIM
469
NuWave Investment Management
New Jersey
$237K +$237K +5,658 New
Simplex Trading
470
Simplex Trading
Illinois
$236K -$1.05M -25,068 -82%
FF
471
FourThought Financial
Florida
$234K -$50K -1,202 -18%
SW
472
SkyOak Wealth
Michigan
$230K -$87.1K -2,077 -27%
MCM
473
Maryland Capital Management
Maryland
$230K – – –
RIL
474
Rothschild Investment LLC
Illinois
$230K +$230K +5,500 New
KWM
475
Keebeck Wealth Management
Illinois
$228K +$211 +5 +0.1%
17 18
19
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