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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 %
VI
476
Vestcor Inc
New Brunswick, Canada
$317K -$1.33M -22,843 -81%
Bessemer Group
477
Bessemer Group
New Jersey
$317K +$143K +2,460 +83%
BMSSC
478
B. Metzler seel. Sohn & Co
Germany
$315K – – –
S
479
SignatureFD
Georgia
$314K +$3.91K +67 +1%
MNBTD
480
Moody National Bank Trust Division
Texas
$312K -$81.6K -1,400 -21%
HNB
481
Huntington National Bank
Ohio
$311K +$29.4K +504 +10%
GT
482
Greenleaf Trust
Michigan
$310K +$5.42K +93 +2%
DT
483
Diversified Trust
Tennessee
$307K +$307K +5,272 New
HW
484
Hancock Whitney
Mississippi
$305K -$474K -8,123 -61%
IIM
485
Intact Investment Management
Quebec, Canada
$303K -$210K -3,600 -41%
MM
486
MQS Management
New York
$303K -$922K -15,816 -75%
FIM
487
Freedom Investment Management
Connecticut
$299K -$243K -4,164 -45%
FCI
488
Financial Counselors Inc
Kansas
$298K – – –
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$293K +$7.34K +126 +3%
CW
490
Connectus Wealth
Ohio
$291K – – –
SSWM
491
Smith Salley Wealth Management
North Carolina
$282K – – –
CCP
492
Clarkston Capital Partners
Michigan
$281K – – –
SPIA
493
Steward Partners Investment Advisory
New York
$280K -$14.2K -243 -5%
PWPS
494
Pinnacle Wealth Planning Services
Ohio
$279K -$2.27K -39 -0.8%
VCG
495
Vantage Consulting Group
Virginia
$278K -$62.6K -1,074 -18%
SA
496
Syntax Advisors
New York
$278K -$62.6K -1,074 -18%
ET
497
Equitable Trust
Tennessee
$276K – – –
V
498
Veritable
Delaware
$275K -$2.86K -49 -1%
BCV
499
Banque Cantonale Vaudoise
Switzerland
$275K – – –
EWA
500
Evolution Wealth Advisors
Florida
$274K +$12.1K +208 +5%
18 19
20
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