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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 %
PG
526
Patten Group
Tennessee
$238K -$66.4K -1,139 -22%
CFB
527
Cullen/Frost Bankers
Texas
$238K +$36.8K +632 +18%
RCAG
528
Rehmann Capital Advisory Group
Michigan
$235K +$235K +4,038 New
CL
529
CSS LLC
Illinois
$233K -$233K -4,000 -50%
Bank Julius Baer & Co
530
Bank Julius Baer & Co
Switzerland
$232K -$2.33K -40 -1%
SOW
531
State of Wyoming
Wyoming
$232K +$232K +3,974 New
DEA
532
DoubleLine ETF Adviser
Florida
$228K +$228K +3,912 New
SFO
533
Stokes Family Office
Louisiana
$226K +$226K +3,875 New
PWMAG
534
Pinnacle Wealth Management Advisory Group
New Jersey
$226K +$226K +3,873 New
NHC
535
Nicholas Hoffman & Company
Georgia
$225K +$225K +3,863 New
GWANC
536
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K -$991K -16,936 -82%
PA
537
Profund Advisors
Maryland
$221K +$221K +3,794 New
WS
538
Wedbush Securities
California
$219K +$219K +3,756 New
FNBOSM
539
First National Bank of South Miami
Florida
$215K -$32.6K -560 -13%
MAS
540
Meeder Advisory Services
Ohio
$212K -$62.1K -1,065 -23%
CBTWT
541
Community Bank & Trust (Waco, Texas)
Texas
$211K +$211K +3,616 New
PCM
542
Prelude Capital Management
New York
$208K +$208K +3,571 New
CCM
543
Coldstream Capital Management
Washington
$208K +$208K +3,563 New
QOP
544
Quinn Opportunity Partners
Virginia
$206K +$206K +3,528 New
FHA
545
First Horizon Advisors
Tennessee
$202K +$40K +686 +25%
BRWA
546
B. Riley Wealth Advisors
Florida
$201K +$201K +3,433 New
CWP
547
Concord Wealth Partners
Virginia
$200K +$198K +3,395 +8,488%
BTI
548
Blue Trust Inc
Georgia
$196K +$2.59K +57 +1%
C
549
Covestor
United Kingdom
$192K -$35.7K -614 -16%
Fifth Third Bancorp
550
Fifth Third Bancorp
Ohio
$191K +$13.9K +238 +8%
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