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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
AWS
526
Atria Wealth Solutions
New York
$332K +$358K +4,485 New
BRWA
527
B. Riley Wealth Advisors
Florida
$332K +$87.6K +1,099 +33%
DC
528
Diametric Capital
Massachusetts
$330K +$356K +4,460 New
OCBCO
529
Oversea-Chinese Banking Corp (OCBC)
Singapore
$330K +$129K +1,613 +57%
PA
530
Profund Advisors
Maryland
$326K -$96.8K -1,214 -22%
SSWM
531
Smith Salley Wealth Management
North Carolina
$325K -$478 -6 -0.1%
SFO
532
Stokes Family Office
Louisiana
$323K +$6.22K +78 +2%
RWPA
533
Richard W. Paul & Associates
Michigan
$322K +$347K +4,350 New
TFF
534
The Family Firm
Maryland
$320K +$717 +9 +0.2%
UCB
535
United Community Bank
South Carolina
$316K +$341K +4,273 New
CTC
536
Central Trust Company
Missouri
$313K
PA
537
Parallel Advisors
California
$313K +$1.2K +15 +0.4%
IIM
538
Intact Investment Management
Quebec, Canada
$311K -$207K -2,600 -38%
QT
539
Quantbot Technologies
New York
$310K +$334K +4,193 New
CA
540
CoreCap Advisors
Michigan
$308K -$417K -5,228 -56%
PCOC
541
Power Corp of Canada
Canada
$307K -$330K -4,143 -50%
AA
542
ALPS Advisors
Colorado
$306K -$145K -1,813 -31%
PG
543
Patten Group
Tennessee
$300K
ALAM
544
Asahi Life Asset Management
Japan
$298K +$321K +4,030 New
YMRC
545
Yorktown Management & Research Company
Virginia
$296K -$407K -5,100 -56%
Balyasny Asset Management
546
Balyasny Asset Management
Illinois
$296K -$9.84M -123,437 -97%
RCM
547
Raleigh Capital Management
North Carolina
$291K +$286K +3,590 +1,047%
GEA
548
Glen Eagle Advisors
New Jersey
$291K
NHC
549
Nicholas Hoffman & Company
Georgia
$286K
HS
550
Hazelview Securities
Ontario, Canada
$286K +$311K +3,900 New

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.