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Pultegroup
PHM

710 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 218 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 65

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

23% more capital invested

Capital invested by funds: $10.1B → $12.4B (+$2.32B)

9% more funds holding

Funds holding: 651 → 710 (+59)

1.39% more ownership

Funds ownership: 84.97% → 86.36% (+1.4%)

6% less call options, than puts

Call options by funds: $112M | Put options by funds: $119M

16% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 259

Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.93%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
134
Increased
218
Reduced
259
Closed
65
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$136M
2
Goldman Sachs
Goldman Sachs
New York
+$54.5M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$46.8M
4
PWAG
Polaris Wealth Advisory Group
California
+$44.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$34.2M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$71M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$55M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$53.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$44.1M
5
PF
Phoenix Financial
Israel
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$93.9M -$16.9M -329,775 -17%
AL
27
Appaloosa LP
New Jersey
$82.9M -$4.61M -90,000 -6%
SSA
28
Schonfeld Strategic Advisors
New York
$82.3M +$8.63M +168,324 +13%
Wells Fargo
29
Wells Fargo
California
$77.4M -$25.7M -501,185 -27%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$72.8M -$4.85M -94,554 -7%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$72.4M -$33.6M -654,923 -34%
PCM
32
Prana Capital Management
Connecticut
$72.2M -$2.76M -53,854 -4%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$70.7M +$13.5M +262,524 +27%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$67.6M +$1.01M +19,665 +2%
Victory Capital Management
35
Victory Capital Management
Texas
$67.3M +$28.4M +553,252 +89%
UBS AM
36
UBS AM
Illinois
$66.6M -$3.07M -59,821 -5%
JP Morgan Chase
37
JP Morgan Chase
New York
$66.6M -$12.7M -247,667 -18%
PAM
38
Panagora Asset Management
Massachusetts
$64.1M +$3.13M +61,027 +6%
Swedbank
39
Swedbank
Sweden
$60.6M – – –
Millennium Management
40
Millennium Management
New York
$60.1M -$31.6M -615,612 -37%
Swiss National Bank
41
Swiss National Bank
Switzerland
$56.4M -$3.07M -59,800 -6%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$56.2M +$532K +10,379 +1%
Federated Hermes
43
Federated Hermes
Pennsylvania
$54.2M +$140K +2,727 +0.3%
UBS Group
44
UBS Group
Switzerland
$53.8M +$14.7M +286,412 +44%
Viking Global Investors
45
Viking Global Investors
Connecticut
$52.2M +$46.8M +913,668 New
PFM
46
Premier Fund Managers
United Kingdom
$51M – – –
GPCM
47
Greenbrier Partners Capital Management
Texas
$50.9M – – –
Amundi
48
Amundi
France
$50.8M +$5.82M +113,584 +15%
PWAG
49
Polaris Wealth Advisory Group
California
$49.3M +$44.3M +863,282 New
Man Group
50
Man Group
United Kingdom
$48.9M -$4.04M -78,773 -8%
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PHM Hedge Fund Activity: Q4 2021 in Review

710 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2021, worth a combined $12.4B — up 23% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new PHM positions and 65 closed out — a net gain of 69 holders — while 218 added to existing stakes and 259 trimmed.

The largest buyer was Putnam Investments, adding an estimated $136M. The largest seller was AQR Capital Management, cutting an estimated $71M.

  • 710 institutional investors held Pultegroup (PHM) as of Q4 2021, up from 651 in Q3 2021.
  • Funds reported $12.4B of Pultegroup stock for Q4 2021, up 23% quarter-over-quarter.
  • 134 funds opened new Pultegroup positions in Q4 2021 and 65 closed out, a net change of +69 holders.
  • The largest Pultegroup buyer in Q4 2021 was Putnam Investments, an estimated $136M added.
  • The largest Pultegroup seller in Q4 2021 was AQR Capital Management, an estimated $71M sold.

Based on aggregated 13F filings for Q4 2021.