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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
RIL
476
Rothschild Investment LLC
Illinois
$230K +$273K +5,500 New
KWM
477
Keebeck Wealth Management
Illinois
$228K +$248 +5 +0.1%
Walleye Trading
478
Walleye Trading
New York
$227K -$1.49M -30,109 -85%
PP
479
Patron Partners
Texas
$226K
EF
480
Empirical Finance
Pennsylvania
$226K +$26.1K +525 +11%
OIA
481
Optimum Investment Advisors
Illinois
$225K -$136K -2,742 -34%
LWM
482
Liberty Wealth Management
California
$225K +$695 +14 +0.3%
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$224K -$14.8K -299 -5%
SAI
484
Systematic Alpha Investments
New Jersey
$222K
BCM
485
Bayesian Capital Management
New York
$222K +$44.1K +889 +20%
CAN
486
Cetera Advisor Networks
California
$221K +$261K +5,264 New
A
487
Astrantus
Cyprus
$221K +$262K +5,284 New
SA
488
Syntax Advisors
New York
$220K +$16.8K +339 +7%
VCG
489
Vantage Consulting Group
Virginia
$220K +$16.8K +339 +7%
BRWA
490
B. Riley Wealth Advisors
Florida
$218K +$32.3K +651 +14%
PFO
491
Pathstone Family Office
New Jersey
$217K -$7.99K -161 -3%
DT
492
Diversified Trust
Tennessee
$217K +$257K +5,179 New
FTDI
493
First Trust Direct Indexing
Massachusetts
$216K +$256K +5,152 New
FCI
494
Financial Counselors Inc
Kansas
$213K -$2.13K -43 -0.8%
GIA
495
Gateway Investment Advisers
Ohio
$212K +$52.2K +1,052 +26%
PCMC
496
Paragon Capital Management (Colorado)
Colorado
$210K +$5.66K +114 +2%
PM
497
Parametrica Management
Hong Kong
$210K +$249K +5,022 New
Impax Asset Management Group
498
Impax Asset Management Group
United Kingdom
$209K -$1.29K -26 -0.5%
SSWM
499
Smith Salley Wealth Management
North Carolina
$203K -$1.54K -31 -0.6%
BNP Paribas Asset Management
500
BNP Paribas Asset Management
France
$202K -$1.77M -35,766 -88%

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.