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Pultegroup
PHM

Overview Fund Activity

692 hedge funds and large institutions have $11.8B invested in Pultegroup in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 224 increasing their positions, 258 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+38
Holders Change %
+5.81%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
112
Increased
224
Reduced
258
Closed
63
Calls
$106M
Puts
$246M
Net Calls
-$139M
Net Calls Change
-$132M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$160M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$210M
3
PI
3
Putnam Investments
Massachusetts
$642M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$43.1M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$41.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$39M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$159M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$188M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
451
LBP AM
France
$387K +$387K +6,642 New
MGIM
452
M&G Investment Management
United Kingdom
$381K -$188K -3,235 -33%
PCMC
453
Paragon Capital Management (Colorado)
Colorado
$371K -$1.34K -23 -0.4%
CC
454
Cipher Capital
New York
$365K -$2.1M -36,079 -85%
TAM
455
Tocqueville Asset Management
New York
$362K -$2.68K -46 -0.7%
BCM
456
Bayesian Capital Management
New York
$361K +$361K +6,201 New
MC
457
Machina Capital
France
$361K +$361K +6,195 New
GCP
458
GSA Capital Partners
United Kingdom
$356K -$3.79K -65 -1%
CIBC World Market
459
CIBC World Market
Ontario, Canada
$354K -$80.5K -1,383 -19%
DA
460
Denali Advisors
California
$352K +$305K +5,231 +645%
CIBC Private Wealth Group
461
CIBC Private Wealth Group
Georgia
$352K +$352K +6,036 New
CFD
462
Creative Financial Designs
Indiana
$350K -$56.3K -966 -14%
MC
463
Moors & Cabot
Massachusetts
$350K +$350K +6,000 New
AA
464
ALPS Advisors
Colorado
$343K -$126K -2,155 -27%
OAM
465
Oppenheimer Asset Management
New York
$341K +$341K +5,856 New
RSA
466
River Street Advisors
Illinois
$339K -$7.52K -129 -2%
SIA
467
Schechter Investment Advisors
Michigan
$334K -$21.4K -367 -6%
JWM
468
Jupiter Wealth Management
Colorado
$332K +$332K +5,700 New
TI
469
Tidal Investments
Wisconsin
$330K -$1.68M -28,772 -84%
OWA
470
One Wealth Advisors
California
$327K -$4.55K -78 -1%
BIAS
471
Beacon Investment Advisory Services
New Jersey
$326K -$3.21K -55 -1%
KWM
472
Keebeck Wealth Management
Illinois
$323K +$5.26K +90 +2%
LWM
473
Liberty Wealth Management
California
$321K +$321K +5,490 New
PP
474
Patron Partners
Texas
$321K +$5.83K +100 +2%
ALAM
475
Asahi Life Asset Management
Japan
$319K +$319K +5,480 New
17 18
19
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