Pultegroup
869 hedge funds and large institutions have $20B invested in Pultegroup in 2023 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 252 increasing their positions, 343 reducing their positions, and 62 closing their positions.
200% more first-time investments, than exits
New positions opened: 186 | Existing positions closed: 62
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
35% more capital invested
Capital invested by funds: $14.9B → $20B (+$5.18B)
14% more funds holding
Funds holding: 759 → 869 (+110)
0.69% less ownership
Funds ownership: 90.72% → 90.02% (-0.69%)
27% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 343
43% less call options, than puts
Call options by funds: $348M | Put options by funds: $614M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$253M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$90.1M |
| 3 |
Man Group
London,
United Kingdom
|
+$48.1M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$44.5M |
| 5 |
Goldman Sachs
New York
|
+$41.7M |
Top Sellers
| 1 |
Harris Associates
Chicago,
Illinois
|
-$145M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$104M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$88.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.5M |
| 5 |
Millennium Management
New York
|
-$51.6M |
PHM Hedge Fund Activity: Q4 2023 in Review
869 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2023, worth a combined $20B — up 35% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 186 funds opened new PHM positions and 62 closed out — a net gain of 124 holders — while 252 added to existing stakes and 343 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $253M. The largest seller was Harris Associates, exiting entirely with an estimated $145M sold.
- 869 institutional investors held Pultegroup (PHM) as of Q4 2023, up from 759 in Q3 2023.
- Funds reported $20B of Pultegroup stock for Q4 2023, up 35% quarter-over-quarter.
- 186 funds opened new Pultegroup positions in Q4 2023 and 62 closed out, a net change of +124 holders.
- The largest Pultegroup buyer in Q4 2023 was Morgan Stanley, an estimated $253M added.
- The largest Pultegroup seller in Q4 2023 was Harris Associates, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2023.