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Pultegroup
PHM

Overview Fund Activity

707 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+59
Holders Change %
+9.1%
% of All Funds
10.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
133
Increased
217
Reduced
258
Closed
64
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$513M
2
Goldman Sachs
2
Goldman Sachs
New York
$146M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$52.2M
4
PWAG
4
Polaris Wealth Advisory Group
California
$49.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$254M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$98.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$23.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.3M
5
PF
5
Phoenix Financial
Israel
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
551
Aristides Capital
Kentucky
$203K +$203K +3,544 New
NFG
552
Next Financial Group
Texas
$200K +$112K +1,950 +127%
HFM
553
Harvest Fund Management
China
$199K +$48.8K +862 +32%
PCA
554
Providence Capital Advisors
North Carolina
$189K +$6.58K +115 +4%
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$187K +$187K +3,275 New
Group One Trading
556
Group One Trading
Illinois
$176K -$830K -14,493 -83%
WI
557
Wahed Invest
New York
$173K +$173K +3,020 New
TWC
558
TD Waterhouse Canada
Ontario, Canada
$171K +$171K +3,012 New
Bessemer Group
559
Bessemer Group
New Jersey
$158K -$3.96K -69 -2%
FWM
560
Focused Wealth Management
New York
$149K – – –
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
$135K -$33.8K -592 -20%
AA
562
AlphaCentric Advisors
Puerto Rico
$135K -$193K -3,379 -59%
MCM
563
Manchester Capital Management
Vermont
$134K – – –
LCM
564
Logan Capital Management
Pennsylvania
$134K – – –
FA
565
Fortis Advisors
Pennsylvania
$128K +$4.27K +75 +3%
HNB
566
Huntington National Bank
Ohio
$127K -$345 -6 -0.3%
SIM
567
Sentry Investment Management
Wisconsin
$127K +$127K +2,218 New
CFGS
568
Concourse Financial Group Securities
Alabama
$126K -$1.49K -26 -1%
GWS
569
Glassman Wealth Services
Virginia
$126K +$1.77K +31 +1%
KCM
570
KRS Capital Management
Michigan
$117K +$117K +2,050 New
PCG
571
Private Capital Group
Connecticut
$114K – – –
CLOS
572
Compagnie Lombard Odier SCmA
Switzerland
$112K – – –
CAL
573
Capital Analysts LLC
Pennsylvania
$112K – – –
DMBA
574
Deseret Mutual Benefit Administrators
Utah
$110K – – –
QCG
575
Quadrant Capital Group
Ohio
$109K +$8.78K +154 +9%
21 22
23
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