We are live on ! Find out more
PHM icon

Pultegroup

629 hedge funds and large institutions have $8.27B invested in Pultegroup in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 225 increasing their positions, 245 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 87.39%87.77% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 245

9% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $101M

4% less funds holding

Funds holding: 653629 (-24)

7% less capital invested

Capital invested by funds: $8.85B → $8.27B (-$583M)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

Holders
629
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
225
Reduced
245
Closed
79
Calls
$91.9M
Puts
$101M
Net Calls
-$9.04M
Net Calls Change
-$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
501
First National Bank of South Miami
Florida
$99K +$21.9K +519 +26%
HNB
502
Huntington National Bank
Ohio
$97K +$10.6K +251 +11%
MCM
503
Manchester Capital Management
Vermont
$93K
LCM
504
Logan Capital Management
Pennsylvania
$93K +$37.3K +885 +60%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$91K -$42.3K -1,004 -30%
GRP
506
Global Retirement Partners
California
$89K +$36.5K +866 +63%
GWS
507
Glassman Wealth Services
Virginia
$88K -$1.64K -39 -2%
QC
508
Quent Capital
New York
$86K -$6.19K -147 -6%
SOW
509
State of Wyoming
Wyoming
$84K +$71.3K +1,693 +395%
Bank Julius Baer & Co
510
Bank Julius Baer & Co
Switzerland
$81K -$126 -3 -0.1%
DMBA
511
Deseret Mutual Benefit Administrators
Utah
$78K +$1.77K +42 +2%
BA
512
Bivin & Associates
Oklahoma
$69K
HFM
513
Harvest Fund Management
China
$68K
AIC
514
Archer Investment Corporation
Indiana
$67.8K
QCG
515
Quadrant Capital Group
Ohio
$66K +$5.43K +129 +8%
SWM
516
Spire Wealth Management
Virginia
$63K -$287K -6,819 -81%
SIM
517
Sentry Investment Management
Wisconsin
$63K -$13.1K -310 -16%
PA
518
PSI Advisors
Florida
$63K +$10.5K +250 +19%
PCG
519
Private Capital Group
Connecticut
$61K -$19.1K -454 -23%
GI
520
Gradient Investments
Minnesota
$60K
ACM
521
Aquatic Capital Management
Illinois
$59K +$63.2K +1,500 New
HCP
522
Hexagon Capital Partners
Arkansas
$58K
Simplex Trading
523
Simplex Trading
Illinois
$57K -$177K -4,205 -74%
PA
524
Parallel Advisors
California
$52K -$60.9K -1,446 -53%
ACM
525
AUA Capital Management
Pennsylvania
$50K

PHM Hedge Fund Activity: Q2 2022 in Review

629 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2022, worth a combined $8.27B — down 6.6% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of PHM and 66 opened new positions — a net loss of 13 holders — while 245 trimmed existing stakes and 225 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $179M. The largest seller was Fidelity Investments, cutting an estimated $60.2M.

  • 629 institutional investors held Pultegroup (PHM) as of Q2 2022, down from 653 in Q1 2022.
  • Funds reported $8.27B of Pultegroup stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 66 funds opened new Pultegroup positions in Q2 2022 and 79 closed out, a net change of -13 holders.
  • The largest Pultegroup buyer in Q2 2022 was Greenhaven Associates, an estimated $179M added.
  • The largest Pultegroup seller in Q2 2022 was Fidelity Investments, an estimated $60.2M sold.

Based on aggregated 13F filings for Q2 2022.