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Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% 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
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
451
Regal Investment Advisors
Michigan
$276K -$554K -11,170 -63%
IAIM
452
Industrial Alliance Investment Management
Quebec, Canada
$274K -$5.47M -110,173 -94%
FFG
453
Fortem Financial Group
California
$274K -$42.2K -850 -11%
Qube Research & Technologies (QRT)
454
Qube Research & Technologies (QRT)
United Kingdom
$266K +$315K +6,342 New
DA
455
Doliver Advisors
Texas
$266K +$315K +6,350 New
MWM
456
Midwest Wealth Management
Indiana
$261K +$310K +6,238 New
LTI
457
Laffer Tengler Investments
Tennessee
$261K -$435K -8,774 -58%
MCM
458
MAI Capital Management
Ohio
$257K -$131K -2,644 -30%
FFM
459
Forum Financial Management
Illinois
$257K
APWA
460
Atlas Private Wealth Advisors
New Jersey
$257K +$22.3K +449 +8%
CL
461
CSS LLC
Illinois
$252K
PG
462
Patten Group
Tennessee
$250K -$38.6K -777 -12%
KPWS
463
Kestra Private Wealth Services
Texas
$250K -$35K -705 -11%
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$248K +$6.2K +125 +2%
Fuller & Thaler Asset Management
465
Fuller & Thaler Asset Management
California
$247K -$56.1K -1,130 -16%
BIAS
466
Beacon Investment Advisory Services
New Jersey
$242K -$1.14K -23 -0.4%
GT
467
Greenleaf Trust
Michigan
$241K -$35.8K -722 -11%
AT
468
American Trust
Kentucky
$241K -$9.28K -187 -3%
EI
469
Ellevest Inc
New York
$241K +$53.6K +1,080 +23%
ET
470
Equitable Trust
Tennessee
$239K -$202K -4,065 -42%
NIM
471
NuWave Investment Management
New Jersey
$237K +$281K +5,658 New
Simplex Trading
472
Simplex Trading
Illinois
$236K -$1.24M -25,068 -82%
FF
473
FourThought Financial
Florida
$234K -$59.6K -1,202 -18%
SW
474
SkyOak Wealth
Michigan
$230K -$103K -2,077 -27%
MCM
475
Maryland Capital Management
Maryland
$230K

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.