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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
TPCW
526
TD Private Client Wealth
New York
$48K -$4.8K -114 -9%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$43K +$6.49K +154 +17%
ST
528
Smithfield Trust
Pennsylvania
$40K
LFG
529
Larson Financial Group
Missouri
$38K +$22.7K +539 +130%
PFGIA
530
Patriot Financial Group Insurance Agency
Massachusetts
$37K -$42 -1 -0.1%
ATC
531
Adirondack Trust Company
New York
$37K +$39K +925 New
SC
532
Seldon Capital
California
$35K
CFO
533
CVA Family Office
Colorado
$31K -$5.26K -125 -14%
FCA
534
FinTrust Capital Advisors
South Carolina
$30K +$8.3K +197 +44%
PTC
535
Private Trust Company
Ohio
$29K +$30.4K +722 New
APA
536
American Portfolios Advisors
New York
$28.9K +$6.32K +150 +26%
PCFFS
537
Pacific Center for Financial Services
California
$28K
DA
538
Denali Advisors
California
$27K +$4.72K +112 +20%
AF
539
Allworth Financial
California
$25K +$505 +12 +2%
MCC
540
Money Concepts Capital
Florida
$22K -$25.1K -597 -54%
SSG
541
Summit Securities Group
New York
$20K +$16.5K +392 +384%
TSWM
542
Tyler-Stone Wealth Management
Ohio
$19K -$15.8K -375 -44%
TWC
543
TD Waterhouse Canada
Ontario, Canada
$18.1K +$6.07K +144 +51%
SFA
544
Semmax Financial Advisors
North Carolina
$18K +$17.3K +411 New
FP
545
Financial Perspectives
Minnesota
$16.2K
AA
546
Ancora Advisors
Ohio
$16K
RG
547
Retirement Group
California
$16K
WT
548
Whittier Trust
California
$16K
HFS
549
Hantz Financial Services
Michigan
$16K +$1.14K +27 +7%
SWM
550
SeaCrest Wealth Management
New York
$16K +$17.4K +412 New

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.