We are live on ! Find out more
PHM icon

Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
551
Money Concepts Capital
Florida
$46K +$55K +1,108 New
ST
552
Smithfield Trust
Pennsylvania
$43K -$24.6K -495 -33%
SSB
553
Sandy Spring Bank
Maryland
$43K
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$248 +5 +0.5%
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$39K +$35K +705 +316%
CFO
556
CVA Family Office
Colorado
$38K -$14.4K -290 -24%
FCFS
557
First Command Financial Services
Texas
$38K
FCB
558
First Command Bank
Texas
$38K +$24.8K +500 +125%
SC
559
Seldon Capital
California
$37K
TSWM
560
Tyler-Stone Wealth Management
Ohio
$36K
PCFFS
561
Pacific Center for Financial Services
California
$30K
AF
562
Allworth Financial
California
$25K -$16.4K -331 -35%
APA
563
American Portfolios Advisors
New York
$24.3K -$15K -303 -34%
DA
564
Denali Advisors
California
$24K +$24.5K +494 +677%
RTC
565
Riverview Trust Company
Washington
$23K +$27.5K +554 New
DC
566
DeDora Capital
California
$22K +$26.1K +525 New
KLWA
567
Kelly Lawrence W & Associates
California
$21K
FCA
568
FinTrust Capital Advisors
South Carolina
$19K
TWA
569
TCI Wealth Advisors
Arizona
$19K +$9.53K +192 +74%
SOW
570
State of Wyoming
Wyoming
$18K -$695 -14 -3%
FP
571
Financial Perspectives
Minnesota
$17.2K
AA
572
Ancora Advisors
Ohio
$17K
RG
573
Retirement Group
California
$17K
LFG
574
Larson Financial Group
Missouri
$17K +$50 +1 +0.2%
PFBT
575
Parkside Financial Bank & Trust
Missouri
$17K +$2.88K +58 +17%

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.