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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
TRCT
501
Tower Research Capital (TRC)
New York
$388K -$1.27M -15,876 -75%
MM
502
MQS Management
New York
$388K +$417K +5,235 New
FCI
503
Financial Counselors Inc
Kansas
$386K +$7.49K +94 +2%
FA
504
FDx Advisors
Illinois
$384K +$413K +5,186 New
BBHC
505
Brown Brothers Harriman & Co
New York
$380K +$149K +1,875 +58%
MNBTD
506
Moody National Bank Trust Division
Texas
$378K -$19K -238 -4%
SPIA
507
Steward Partners Investment Advisory
New York
$376K +$26.5K +333 +7%
DEA
508
DoubleLine ETF Adviser
Florida
$372K +$13.5K +169 +3%
CW
509
Connectus Wealth
Ohio
$370K
HFM
510
Harvest Fund Management
China
$370K +$19.3K +242 +5%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$367K -$7.97K -100 -2%
OTL
512
Oak Thistle LLC
New York
$367K +$395K +4,952 New
CCP
513
Clarkston Capital Partners
Michigan
$358K
SC
514
Syon Capital
California
$357K +$384K +4,818 New
DTL
515
Dynamic Technology Lab
Singapore
$356K -$1.3M -16,312 -77%
PCMC
516
Paragon Capital Management (Colorado)
Colorado
$354K -$14.9K -187 -4%
NS
517
NBC Securities
Alabama
$352K +$380K +4,766 New
TAM
518
Tocqueville Asset Management
New York
$352K -$70.4K -883 -16%
PWPS
519
Pinnacle Wealth Planning Services
Ohio
$351K -$6.7K -84 -2%
EWA
520
Evolution Wealth Advisors
Florida
$349K
SIC
521
Schwartz Investment Counsel
Michigan
$344K
FFM
522
Forum Financial Management
Illinois
$342K
GSB
523
Greenfield Savings Bank
Massachusetts
$336K +$70.3K +882 +24%
CC
524
Cipher Capital
New York
$335K +$360K +4,519 New
OR
525
Olympiad Research
Connecticut
$334K +$147K +1,840 +69%

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.