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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
BS
476
Banco Santander
Spain
$446K +$480K +6,018 New
CA
477
Cetera Advisors
Colorado
$445K +$161K +2,020 +51%
Lido Advisors
478
Lido Advisors
California
$441K +$475K +5,961 New
IWC
479
Integrated Wealth Concepts
Massachusetts
$440K -$31.6K -396 -6%
SW
480
SVB Wealth
Massachusetts
$439K -$1.83K -23 -0.4%
VIA
481
Virtus Investment Advisers
Connecticut
$439K -$55.2K -693 -10%
SIA
482
Schechter Investment Advisors
Michigan
$434K +$16.2K +203 +4%
P
483
Pitcairn
Pennsylvania
$434K +$23.9K +300 +5%
AI
484
AdvisorShares Investments
Maryland
$425K -$10.5K -132 -2%
BW
485
Bison Wealth
Georgia
$424K -$356K -4,462 -44%
OAM
486
Oppenheimer Asset Management
New York
$421K -$478 -6 -0.1%
CI Investments Inc
487
CI Investments Inc
Ontario, Canada
$417K -$6.06K -76 -1%
BIAS
488
Beacon Investment Advisory Services
New Jersey
$416K +$2.39K +30 +0.5%
RBFC
489
Roman Butler Fullerton & Co
Missouri
$413K +$184K +2,307 +69%
S
490
SignatureFD
Georgia
$412K +$15.9K +200 +4%
BAM
491
Blueshift Asset Management
New Jersey
$411K +$184K +2,312 +71%
KWM
492
Keebeck Wealth Management
Illinois
$410K
MC
493
Moors & Cabot
Massachusetts
$408K -$32.7K -410 -7%
PP
494
Patron Partners
Texas
$407K
LWM
495
Liberty Wealth Management
California
$406K +$877 +11 +0.2%
BMSSC
496
B. Metzler seel. Sohn & Co
Germany
$400K -$725K -9,100 -63%
MSAM
497
Moloney Securities Asset Management
Missouri
$399K +$430K +5,391 New
SPA
498
Sherbrooke Park Advisers
New York
$399K +$430K +5,388 New
PAG
499
Private Advisor Group
New Jersey
$399K +$79.5K +997 +23%
GT
500
Greenleaf Trust
Michigan
$398K -$4.62K -58 -1%

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.