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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
CGL
451
Clarius Group LLC
Washington
$576K -$83.2K -1,044 -12%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$572K +$123K +1,543 +25%
CIM
453
Contravisory Investment Management
Massachusetts
$572K
GIA
454
Gateway Investment Advisers
Ohio
$566K
CAMV
455
Concord Asset Management (Virginia)
Virginia
$564K +$187K +2,343 +44%
FTDI
456
First Trust Direct Indexing
Massachusetts
$558K -$80 -1 -0%
SCM
457
Stevens Capital Management
Pennsylvania
$548K +$589K +7,395 New
CWA
458
Carolina Wealth Advisors
South Carolina
$542K +$584K +7,324 New
HPC
459
HM Payson & Co
Maine
$532K
VCA
460
Verdence Capital Advisors
Maryland
$527K -$49.7K -623 -8%
SAM
461
Strategy Asset Managers
California
$525K +$565K +7,093 New
TSWM
462
Tyler-Stone Wealth Management
Ohio
$523K +$86.6K +1,086 +18%
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$513K -$9.09K -114 -2%
PAG
464
Private Advisory Group
Washington
$507K +$546K +6,845 New
AIM
465
Anchor Investment Management
South Carolina
$500K -$7.97K -100 -1%
SWP
466
Stratos Wealth Partners
Ohio
$498K +$3.67K +46 +0.7%
FHB
467
First Hawaiian Bank
Hawaii
$494K +$10.4K +130 +2%
ECM
468
ExodusPoint Capital Management
New York
$494K -$1.22M -15,308 -70%
HMS
469
Hanseatic Management Services
New Mexico
$488K +$159 +2 +0%
RSA
470
River Street Advisors
Illinois
$483K +$67.5K +847 +15%
Tudor Investment Corp
471
Tudor Investment Corp
Connecticut
$481K +$518K +6,500 New
NICM
472
Neo Ivy Capital Management
New York
$480K +$516K +6,476 New
IIM
473
INTECH Investment Management
Florida
$463K -$71.2K -893 -12%
JIC
474
Johnson Investment Counsel
Ohio
$463K -$49.2K -617 -9%
ESCM
475
Echo Street Capital Management
New York
$446K +$481K +6,029 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.