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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
S
451
SignatureFD
Georgia
$243K +$69.3K +1,646 +37%
SA
452
Syntax Advisors
New York
$241K +$34.7K +825 +16%
VCG
453
Vantage Consulting Group
Virginia
$241K +$34.7K +825 +16%
CMF
454
Counterpoint Mutual Funds
California
$240K +$190K +4,520 +296%
SC
455
Savant Capital
Illinois
$240K +$255K +6,057 New
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$239K +$29.4K +697 +13%
KPWS
457
Kestra Private Wealth Services
Texas
$236K -$463 -11 -0.2%
FTDI
458
First Trust Direct Indexing
Massachusetts
$233K +$31K +735 +14%
AWS
459
Atria Wealth Solutions
New York
$232K -$89.6K -2,128 -27%
BIAS
460
Beacon Investment Advisory Services
New Jersey
$228K -$548 -13 -0.2%
Fuller & Thaler Asset Management
461
Fuller & Thaler Asset Management
California
$227K -$7.16K -170 -3%
ICP
462
Interchange Capital Partners
Pennsylvania
$227K +$242K +5,735 New
ET
463
Equitable Trust
Tennessee
$226K
GT
464
Greenleaf Trust
Michigan
$219K -$8.97K -213 -4%
MCM
465
Maryland Capital Management
Maryland
$218K
RIL
466
Rothschild Investment LLC
Illinois
$218K
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$216K -$19.4K -461 -8%
KWM
468
Keebeck Wealth Management
Illinois
$216K +$253 +6 +0.1%
PP
469
Patron Partners
Texas
$214K
LWM
470
Liberty Wealth Management
California
$213K +$168 +4 +0.1%
SAI
471
Systematic Alpha Investments
New Jersey
$210K
ED
472
Exane Derivatives
France
$210K +$164K +3,888 +276%
AT
473
American Trust
Kentucky
$209K -$19.7K -468 -8%
Cerity Partners
474
Cerity Partners
New York
$207K +$219K +5,207 New
SG
475
StoneX Group
New York
$205K +$218K +5,166 New

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.