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Pultegroup
PHM

Overview Fund Activity

707 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+59
Holders Change %
+9.1%
% of All Funds
10.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
133
Increased
217
Reduced
258
Closed
64
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$513M
2
Goldman Sachs
2
Goldman Sachs
New York
$146M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$52.2M
4
PWAG
4
Polaris Wealth Advisory Group
California
$49.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$254M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$98.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$23.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.3M
5
PF
5
Phoenix Financial
Israel
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
501
Steph & Co
Wisconsin
$293K -$286 -5 -0.1%
BS
502
Banco Santander
Spain
$293K +$293K +5,119 New
FCI
503
Financial Counselors Inc
Kansas
$292K – – –
PAG
504
Private Advisor Group
New Jersey
$290K +$290K +5,069 New
FRM
505
Fox Run Management
Connecticut
$287K -$111K -1,941 -28%
Impax Asset Management Group
506
Impax Asset Management Group
United Kingdom
$287K -$7.83K -137 -3%
VCG
507
Vantage Consulting Group
Virginia
$281K -$27.2K -475 -9%
PCMC
508
Paragon Capital Management (Colorado)
Colorado
$281K -$2.23K -39 -0.8%
SA
509
Syntax Advisors
New York
$281K +$281K +4,916 New
EF
510
Empirical Finance
Pennsylvania
$278K -$1.67M -29,244 -86%
SSWM
511
Smith Salley Wealth Management
North Carolina
$278K -$54.3K -950 -16%
CG
512
Cutler Group
California
$278K -$9.64K -169 -3%
CCP
513
Clarkston Capital Partners
Michigan
$278K – – –
AG
514
AIA Group
Hong Kong
$278K +$278K +4,864 New
CFB
515
Cullen/Frost Bankers
Texas
$275K +$44.6K +780 +19%
BL
516
Balentine LLC
Georgia
$275K +$275K +4,819 New
GEA
517
Glen Eagle Advisors
New Jersey
$270K – – –
NERM
518
New England Research & Management
Illinois
$270K -$518K -9,075 -66%
PWMAG
519
Pinnacle Wealth Management Advisory Group
New Jersey
$270K -$17.6K -308 -6%
EI
520
Ellevest Inc
New York
$267K +$57.4K +1,004 +27%
Cerity Partners
521
Cerity Partners
New York
$261K +$261K +4,520 New
AssetMark Inc
522
AssetMark Inc
California
$259K -$15.8M -277,341 -98%
BRWA
523
B. Riley Wealth Advisors
Florida
$258K -$2K -35 -0.8%
TFF
524
The Family Firm
Maryland
$253K – – –
BCM
525
Bayesian Capital Management
New York
$252K +$252K +4,400 New
19 20
21
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