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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 %
SIC
501
Schwartz Investment Counsel
Michigan
$271K -$52.5K -900 -16%
WAM
502
Watershed Asset Management
California
$271K -$59.6K -1,023 -18%
IA
503
IFP Advisors
Florida
$269K +$3.77K +124 +1%
Wellington Management Group
504
Wellington Management Group
Massachusetts
$268K -$2.36M -40,524 -90%
HI
505
Horizon Investments
North Carolina
$268K -$204K -3,506 -43%
TMAM
506
Tokio Marine Asset Management
Japan
$265K +$265K +4,555 New
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$261K +$349 +6 +0.1%
ICP
508
Interchange Capital Partners
Pennsylvania
$259K +$259K +4,482 New
VAS
509
Vestmark Advisory Solutions
Massachusetts
$257K -$207K -3,552 -45%
CAMV
510
Concord Asset Management (Virginia)
Virginia
$257K +$257K +4,410 New
BC
511
Bridgefront Capital
Texas
$255K +$255K +4,369 New
SC
512
Scotia Capital
Ontario, Canada
$254K +$254K +4,353 New
EDRIA
513
Edmonds Duncan Registered Investment Advisors
Kansas
$251K +$251K +4,315 New
TFF
514
The Family Firm
Maryland
$251K +$251K +4,307 New
CTC
515
Central Trust Company
Missouri
$250K +$10.7K +183 +4%
PA
516
Parallel Advisors
California
$248K +$67.7K +1,161 +37%
SYBT
517
Stock Yards Bank & Trust
Kentucky
$247K +$247K +4,228 New
CG
518
Cutler Group
California
$246K +$38.6K +662 +19%
AT
519
American Trust
Kentucky
$245K -$44.9K -770 -15%
CA
520
Cetera Advisors
Colorado
$245K +$245K +4,196 New
MAP
521
Moody Aldrich Partners
Massachusetts
$244K +$244K +4,182 New
GEA
522
Glen Eagle Advisors
New Jersey
$242K -$1.57K -27 -0.6%
MOS
523
MGO One Seven
Ohio
$241K +$241K +4,131 New
FFM
524
Forum Financial Management
Illinois
$240K +$240K +4,121 New
O
525
Ossiam
France
$240K +$50.3K +863 +27%
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